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
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
At The Rustman Group our mission is simple: make the Insurance business very profitable for both agents and agency builders.
Funding
Current Stage
Late StageCompany data provided by crunchbase