Customer Service Representative
About the role
SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs. Responsible for providing a wide variety of support services, including the development of valuable leads for insurance and insurance related products, and to promote the company's product portfolio via the telephone and internet to support the organization to increase company revenue and profit.
Responsibilities
- Place and receive outbound and inbound calls related to the development of insurance leads.
- Promote the company’s product portfolio and provide service assistance to consumers.
- Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries.
- Deliver prepared scripts to prospects and leads with the intent of delivering a qualified prospect or lead to a Licensed Agent.
- Communicate with consumers regularly regarding rate changes, new product offerings, additional product information, and new policy issuance.
- Monitor compliance with program reporting rules and service requirements.
- Update and maintain proprietary Lead Advantage System in accordance with policies and procedures.
- Document each and every