Customer Development Representative

Responsibilities:

- Day-to-day account management.
- Cold calling.
- Texting and emailing leads and prospects every day and properly moving them down the pipeline.
- Act as a key player in processing and responding to all inbound leads and conduct information gathering to pre-qualification through phone, email, and social media efforts, and route to the corresponding sales team member.
- Research accounts, identify essential players, produce interest, and develop meaningful relationships with potential customers.
- Craft and prioritize high-value accounts in the pipeline for strategic follow-up (through emailing, strategic calling, social selling).
- Providing feedback to our Agents to ensure continuous sales innovation.
- Be a Subject Matter Expert in the insurance industry and farmers’ insurance products.
- Calling on policyholders to deliver and explain policy, to analyze current programs and suggest additions or changes, or to change beneficiaries.
- Customizing programs to suit individual customers, often covering a variety of risks.
- Proactive engagement and follow-up as well as reactive problem-solving.
- Attain a minimum of 100% of goals for customer check-ins, customer adoption, and renewal rate.
- Maintain timely and accurate records of all customer interactions and information.
- Act as the customer's advocate.
- Meticulously manage time allowing you to achieve internal commitments and exceed customer expectations.
- Maintain daily activity including customer and internal calls and customer research
- Communicate client order concerns to customer support, sales, and account management teams as required by accounts SOP or other defined clients’ requirements.
- Answering phones, refer calls appropriately and manage main phone lines.
- Establish and build relationships with customers and carriers via phone and email.
- Deliver superior customer support service while adhering to company guidelines and workflow.
- Prepare and maintain reports as required by management.
- Other responsibilities assigned from time to time.

Qualifications:

- Proficiency in the English language
- 2-3 years of experience working in a BPO company
- Excellent business judgment, analytical, and decision-making skills
- Ability to respond effectively to the most sensitive inquiries or complaints.
- Competitive sales drive
- Effective communication skills, both written and verbal
- Computer savvy and good organizational skills
- Self-motivation and self-starter.


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