(CSR) Customer Service Representative at Synergy Management

The Customer Service Representative role within our firm works solely with potential consumers by enlightening them of our clients daily offerings along with new promotional opportunities for the consumer. The Customer Service Representative consistently meets the efficiency standards set forth by the company and displays ownership when handling customer acquisitions and launching new client accounts. The Customer Service Representative generates, tracks, and manages their teams’ sales reports to ensure the firm is meeting the goals set by our existing and new clients.

Responsibilities and Duties:

Maximize customer satisfaction and customer acquisition through daily interactions with interested consumers, educating them on product offerings and conducting follow ups to ensure that policies are responsive to consumer needs. Responsible for providing excellent customer service representing our firm and our clients with the highest degree of professionalism, courtesy, and integrity in all interactions with existing and potential customers.

Core Responsibilities:

• Proactively deliver customer service and sales support for all assigned customer leads

• Ensure confidentiality and security of consumer data in sales transactions

• Promote the company and brand with integrity, honesty, and exemplify our core values

• Build strong relationships with team members, superiors, clients, and consumers

• Attend regular meetings and conferences for continuous improvement and education