Customer Service and Sales Representative jobs in United States
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The Rustman Agency ยท 5 months ago

Customer Service and Sales Representative

The Rustman Agency is seeking a motivated and personable Customer Service and Sales Representative to join their growing team. This role involves supporting clients through product education and personalized solutions while building long-term relationships. The ideal candidate will thrive in a fast-paced environment and be proactive in helping customers make informed decisions.

Insurance

Responsibilities

Communicate with customers via phone, email, and chat with professionalism and care
Understand client needs and recommend appropriate product or service solutions
Educate clients on offerings and identify opportunities to upsell when appropriate
Manage follow-ups and build strong, long-term customer relationships
Use CRM tools to track interactions, organize tasks, and maintain accurate records
Work collaboratively with your team to share ideas and improve service strategies

Qualification

Customer service experienceSales experienceCRM systemsVerbal communicationWritten communicationOrganizedSelf-motivatedAdaptable

Required

Strong verbal and written communication skills
Ability to manage multiple interactions with clarity and professionalism
Comfortable learning new tools and using CRM systems
Self-motivated, organized, and adaptable
Reliable internet connection and a quiet workspace if working remotely

Preferred

Experience in customer service, sales, or a client-facing role is helpful but not required

Benefits

Flexible work schedule and remote opportunities
Comprehensive training and ongoing mentorship
Supportive team environment with a strong culture of collaboration
Growth opportunities based on performance
Recognition, incentives, and a role that makes a real difference

Company

The Rustman Agency

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At The Rustman Group our mission is simple: make the Insurance business very profitable for both agents and agency builders.

Funding

Current Stage
Late Stage
Company data provided by crunchbase