Sales & Customer Service Representative (Insurance) (JOB ID:GIJYJO)

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JOB INFO

Job Title

Sales & Customer Service Representative (Insurance)

JobID

GIJYJO

Industry

Travel and Insurance

Location

LATAM is preferred but open to Egypt and SA (NOT PH)

Status

Part Time

Work Schedule

CDT Business Hour

Pay rate

$6 + Commissions

Target Start

June 1st

About the Client:

The client is a full-service cleaning company committed to delivering high-quality residential and commercial cleaning solutions. With a focus on reliability, professionalism, and customer satisfaction, the client offers tailored services to meet diverse needs. Backed by a dedicated team and eco-friendly practices, the client ensures every space is left spotless and refreshed.

About the Role:

We are seeking a results-driven and customer-oriented Sales & Customer Service Representative with experience in insurance products. This role involves proactively generating leads, building and maintaining client relationships, closing sales, and delivering exceptional customer support. You will work in a remote setup, using CRM tools and digital channels to manage interactions and drive revenue.

Key Responsibilities

Sales & Lead Generation

• Proactively identify and generate new sales leads via warm and cold calling, email outreach, referrals, and networking.
• Deliver compelling sales pitches tailored to the client's needs across voice, email, and SMS channels.
• Present and demonstrate the company's insurance and travel offerings to potential clients, emphasizing product features and value propositions.
• Participate in video calls to conduct product demos and respond to detailed customer queries.
  
  

Client Relationship Management

• Develop and nurture long-term relationships with both new and existing clients to foster loyalty and encourage repeat business.
• Conduct follow-ups and stay engaged with prospects and clients to identify upselling or cross-selling opportunities.
• Act as a key point of contact for client inquiries, issues, and service needs, ensuring timely and effective resolution.
  
  

Sales Execution

• Negotiate terms, pricing, and conditions to successfully close deals.
• Consistently meet or exceed individual and team sales quotas and KPIs, including call volume and lead conversion targets.
• Track progress through internal systems and provide timely updates on sales status.
  
  

CRM & Administrative Tasks

• Accurately document all client interactions, feedback, and sales progress in the company's CRM and internal workflow systems.
  
  

Requirements

Core Skills & Experience

• Fluency in spoken and written English; Spanish bilingual skills are a strong advantage.
• Proven track record of achieving sales targets in outbound sales, telemarketing, or a similar role.
• Demonstrated experience in the insurance industry (preferred).
• Strong persuasion and negotiation skills with the ability to influence decision-makers.
• Excellent probing and needs-assessment skills to match client challenges with tailored solutions.
• Comfortable presenting on calls and managing communication across digital channels.
  
  

Technical Proficiency

• Comfortable using CRM platforms and other sales support tools to manage pipelines and customer data (CRM system training will be provided if needed).
• Tech-savvy with the ability to troubleshoot minor technical issues independently.
  
  

Work Environment & Tools

• A stable, high-speed internet connection is required.
• Personal laptop and noise-canceling headset.
• A quiet, dedicated home office or workspace to handle professional calls and meetings.
  
  

Professional Traits

• Highly organized and self-motivated with a proactive sales approach.
• Reliable and trustworthy, especially when handling personal or sensitive customer information.
• Must be able to provide proof of previous sales experience (employment verification).