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crm account management sales customer service insurance📋 Description
- Manage the entire customer experience from start to finish.
- Generate new business and meet with insurance adjusters.
- Upload signed contracts, photos, measurements, to the CRM after appointments.
- Serve as the main contact for customers, providing updates and guidance.
- Coordinate with Project Coordinators, Production, and Supplements teams.
- Deliver a seamless, high-quality customer experience.
🎯 Requirements
- Door-to-door outreach and other sales efforts to meet quotas.
- Be the main contact for customers with follow-up and service.
- Meet with insurance adjusters and document the scope of work.
- Collaborate with internal teams to move projects forward.
- Work flexible hours including evenings and Saturdays.
- Represent Legacy with branded apparel and vehicle decals.
🎁 Benefits
- Career advancement and growth opportunities.
- BBB Ethics Torch Award recognition.
- 10 days PTO and 10 paid holidays.
- Health, Dental, and Vision Insurance.
- 401K plan with company match.
- Vehicle allowance for transportation.
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