Sales and Service Advisor

About the role

The Sales & Service Advisor supports inbound customer interactions by balancing service and sales responsibilities. This role focuses on resolving customer needs, maintaining account accuracy, and identifying opportunities to retain customers and recommend additional products based on individual needs.

Key Responsibilities

• Identify opportunities to offer additional products and services during inbound interactions
• Support customer retention by addressing concerns and providing relevant solutions
• Maintain account accuracy and meet or exceed assigned sales and performance goals
• Use a consultative approach to understand customer needs and recommend appropriate products
• Handle inbound calls related to billing, payments, policy details, and account updates
• Provide clear and accurate information in a professional and timely manner
• Resolve customer issues using effective problem-solving techniques
• Process account updates and maintain accurate records in internal systems
• Fulfill requests in accordance with established policies and procedures
• Share customer feedback and process improvement ideas with team members
• Support team goals and participate in ongoing training and development
• Absorb additional tasks or projects as assigned

Performance Expectations

• Achieve sales, quality, and productivity metrics as defined by team scorecards
• Maintain adherence to schedule, attendance, and call center standards
• Demonstrate improvement in performance based on coaching and feedback

Requirements

• Strong customer service skills and a consultative sales mindset
• Strong verbal, written, and interpersonal skills
• Ability to work in a fast-paced, high volume call center environment
• Skilled in using enhanced probing techniques to establish member’s needs
• Ability to promote and recommend products based on member interests to establish long-term value
• Proven ability to maintain composure in stressful situations and manage/diffuse concerned customers
• Basic proficiency in MS Office
• Attention to detail
• Ability to work independently or as a team member

Skills

• Strong communication and customer service skills
• Ability to work in a fast-paced, high-volume environment
• Consultative sales approach with effective questioning techniques
• Ability to manage difficult conversations and resolve customer concerns
• Attention to detail and basic computer proficiency

Schedule & Benefits

• Hours: Monday through Friday, 5:00 AM to 5:00 PM (rotating shifts within this window)
• Weekends: Never—enjoy your Saturdays and Sundays off
• Paid Holidays: 13 company-paid holidays each year
• Additional Perks: Paid time off and flexible scheduling options

AGIA Benefits

• Health benefits including medical, dental, and vision
• 401K with 100% company match up to 3% of your annual income and an additional 50% match on the next 2% of income
• A prefunded optional FSA
• 100% covered Life Insurance
• Accidental Death and Dismemberment Insurance
• Short Term/Long Term Disability
• A $250 Wellness Benefit
• Medical plan with in-network provider coverage for mental health, reproduction, chiropractic, and massage therapy

Time Off

• 10 days of vacation your first year, and each year you gain an additional day
• Each year, you'll be earning more vacation time at a faster rate
• Every associate gets 13 paid and closed holidays each year

Salary Description

$20 per hour