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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.
- Submit job documentation and coordinate with internal teams.
- Upload signed contracts, photos, and notes to the CRM after appointments.
- Provide regular updates and collect payments.
- Deliver a seamless, high-quality experience per Legacy service standards.
🎯 Requirements
- Generate new business via outreach, inspections, and sales.
- Serve as main contact for customers with regular follow-up.
- Meet with insurance adjusters, document scope, upload files promptly.
- Collaborate with internal teams (Project Coordinators, Production, Supplements).
- Work flexible hours, including evenings and Saturdays.
- Represent Legacy with branded apparel and decals.
🎁 Benefits
- Career advancement and growth opportunities.
- BBB Ethics Torch Award.
- 10 days paid time off and 8 paid holidays.
- Health, Dental, and Vision Insurance.
- 401K plan with company match.
- Vehicle allowance.
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