Marketing Consultant


: $56,840.00 - $89,280.00 /year *

Employment Type

: Full-Time


: Advertising/Marketing/Public Relations

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Primary responsibility includes addressing how-to and/or consultative marketing questions via phone or email.

Deliver a distinctive client experience
* Successfully resolves questions inquiries from Financial Reps
* Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
* Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
* Educates Financial Representatives on our systems and provides service to troubleshoot orders
* Exhibits skill in de-escalating servicing concerns
* Achieves productivity standards and goals while maintaining the highest level of customer service
Critical Thinking/Problem Solving
* Handles phone responsibilities while maintaining a high level of confidential and personal information appropriately
* Ability to multi-task between phone and casework duties with the high degree of accuracy and quality
* Ability to work independently and with your team to consistently identify opportunities improve work progresses
* Researches and evaluates possible solutions using available resources
* Manages casework in accordance with area service and/or productivity standards
* Adheres to strict confidentiality and privacy standards
Change Agility
* Welcomes change and embraces an environment where continuous improvement is expected from all employees
* Demonstrates a willingness to shift work priorities to meet the needs of the business and customer demand
* Identify opportunities for improvement and is an advocate for delivering viable solutions/alternatives
Digital Savvy
* Ability to perform keyboarding/computer skills accurately and efficiently
* Demonstrated ability to use computer software packages, including Word, Excel, and PowerPoint
* Experience entering data into a CRM system (i.e. Microsoft Dynamics) a plus.

Customer service capabilities; troubleshooting; tech savvy; understands how to navigate a computer; fast learner

What this role needs:
* Minimum of 2 years of relevant work experience in a fast-paced call center environment.
* Customer service experience in the insurance or financial industries and/or previous call center experience preferred.
* Minimum of Associate's degree in business or a related field.

Job Requirements:
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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