Customer Service Representative

Lezlie Boetel Insurance Agency, LLC
  • Urbandale, IA
  • $20,000–$30,000 Per Year
  • Quick Apply
30+ days ago

Job Description

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in.

No prior experience is necessaryApply for the position today by completing the form and completing the assessment.

Salary Range: $20000.00 - $30000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training


Responsibilities

Support the sales team with daily operations and administrative tasks


Assist with lead follow-up, appointment coordination, and outbound confirmations


Help track prospects, opportunities, and next steps in agency systems




Prepare sales materials, applications, and documentation




Coordinate between sales, service, and agency leadership to ensure smooth handoffs




Maintain accurate records and follow-up timelines




Identify process improvements that help the agency operate more efficiently




Provide a professional, timely experience for prospective and existing clients


Requirements

Strong organizational and follow-up skills


Comfortable communicating by phone, email, and text


Detail-oriented with the ability to manage multiple priorities




Interest in sales, operations, or business development




Coachable and open to learning new systems and processes




Reliable, professional, and self-motivated




Preferred (but not required):




Previous experience in sales support, operations, customer service, or admin roles




Experience working in a fast-paced, goal-oriented environment

Numbers & Facts

LocationUrbandale, IA
Salary$20,000–$30,000 Per Year

Skills

  • Administrative Skillsunmatched
  • Business Developmentunmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Leadershipunmatched
  • Multitaskingunmatched
  • Operational Supportunmatched
  • Operationsunmatched
  • Plan Meetingsunmatched
  • Process Developmentunmatched
  • Process Improvementunmatched
  • Record Keepingunmatched
  • Salesunmatched
  • Sales Operationsunmatched
  • Sales Prospectingunmatched
  • Sales Supportunmatched
  • Time Managementunmatched

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