Customer Service Representative for Sentry Insurance handling phone inquiries and providing quality customer service. Join one of the largest mutual insurance companies in the U.S. and be a part of a growing team.
About the role
- Lead Intake & Client Relationship Coordinator driving growth and client satisfaction for a self-development oriented real estate company. Pivotal in managing lead flow, nurturing relationships, and ensuring excellence in client interactions.
Responsibilities
- Handle inbound leads from phone calls, web forms, ads, and marketing campaigns.
- Follow up with warm and cold company leads to maintain engagement.
- Build rapport with homeowners and understand their property needs.
- Qualify leads to determine motivation, property condition, and timeline.
- Maintain consistent communication via phone, text, and email.
- Organize and track leads in the company CRM.
- Update notes, statuses, follow-up tasks, and documentation.
- Maintain accurate lead flow and pipeline progression.
- Schedule appointments for evaluations, consultations, and follow-up calls.
- Coordinate with the acquisitions team for accurate scheduling.
- Confirm appointments and handle reschedules.
- Provide exceptional support and service to homeowners.
Requirements
- Hungry, humble, and smart. You work hard, stay grounded, and make good decisions.
- Coachable mindset with a willingness to learn and follow proven systems and scripts.
- Schedule flexibility, including occasional Saturdays.
- Previous experience in customer service or phone based roles.
- Reliable transportation and consistent punctuality.
- Personal computer with dependable internet access.
- Clear communication skills and strong organizational habits.
- Ability to manage a high volume of daily calls while staying focused and professional.
- Preferred (not required): Experience in real estate or home services. Familiarity with CRM systems. Bilingual (English/Spanish).
Benefits
- Competitive pay with performance incentives.
- Hybrid work model: a mix of in-office collaboration and remote flexibility.
- Clear growth and career progression. We promote from within and reward ambition and coachability.
- Weekly training, ongoing coaching, and access to elite personal development programs, including Tony Robbins and high level masterminds.
- A culture filled with motivated people who push, support, and celebrate each other.
- Meaningful work where you help homeowners through real situations and create life changing outcomes
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