Full Time - Customer Service Representative

Amtex Systems Inc is an information technology and talent solutions company offering talent and BI consulting to the companies in US for over 25 years.

Our solutions are designed to fill resource gaps, by providing the right candidates who deliver value to the organization. Our propensity to nurture and build strong relationships with our clients helps us better understand their business demands and gives us the ability to provide services that are on time and rise above the rest.

Customer Service Representatives

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