Job Information
Maryland State Job Bank Sales and Customer Service Representative in Potomac, Maryland
Position Summary
The Sales and Customer Service Representative sells and services new and existing accounts. The position performs sales and service functions for targeted markets, programs, and sales of additional coverage as assigned.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Initiating and following up with customers and providers to sell products or services, resolve problems, and answer questions
Preparing, processing, reviewing and monitoring various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc.
Contacting current and prospective customers to sell and explain coverage gaps, account rounding and solicitation of new business within market area
Preparing and presenting proposals, quoting and recommending coverage based on customer needs
Arranging payment terms in accordance with established guidelines
Preparing and calculating premiums, invoicing, commissions and other accounting related functions
Creating and maintaining computer files and suspense for follow-up action
Providing advisory support and assistance to the department supervisor as needed.
Attending sales seminars, sales meetings or educational activities to stay up-to-date on the latest developments, trends, regulations in the market place
Performing other work-related duties as assigned
Minimum Qualifications (Knowledge, Skills, and Abilities)
High School diploma or GED preferred, or equivalent combination of education and experience
2-3 years of related experience and/or training
Industry experience and sales experience is preferred
Ability to read, analyze, and interpret contracts, policies, documents and regulations
Ability to write reports and compose business correspondence
Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, pro-rata, percentages, and volume; ability to apply concepts of basic accounting
Ability to solve practical problems and deal with a variety of concrete variables
Ability to interpret a variety of instructions furnished in written, oral or schedule form
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