Full Time - Customer Service Representative

Full Time - Need Local to Near by Woodcliff Lake, NJ

Customer Service Representatives

Woodcliff Lake, NJ

Schedule: Monday through Friday, 8:30 AM 5:30 PM (in-office)

Customer Service & Sales Support:

• Engage with clients via phone and email , providing top-notch service and assistance.
• Educate potential customers on Business Bonds & Insurance Products , helping them navigate their options.
• Proactively follow up on leads and in-progress applications to drive sales conversions.
• Maintain accurate customer records and interactions in the CRM system .
• Collaborate with internal and external teams to streamline processes and improve customer experience .

Administrative Responsibilities:

• Process and track applications, renewals, and policy updates .
• Ensure accurate data entry and maintain organized client records.
• Assist in preparing reports, documentation, and client communications .
• Support the team with invoicing, follow-ups, and other administrative tasks .

Experience:

• 3-5 years in customer service, sales support, or administrative roles .

• Prior experience working in a CRM system is highly preferred.
• Office environment experience is highly preferred (familiarity with office functions, basic technology, proper attire and conduct).

Skills & Competencies:

• Strong verbal and written communication skills comfortable with a high-volume phone role .
• Driven, self-motivated, and eager to grow in a sales-oriented environment .
• Detail-oriented with strong organizational and problem-solving skills .
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Access) .
• Ability to multi-task, prioritize, stay organized and meet deadlines efficiently .
• Familiarity with Access and viewing/navigating files.
• Able to manage and create sales reports on policy purchases and premiums to track sales effectiveness.

Dress Code: Business attire required