Hybrid CRM Data & Customer Service Associate

Amwins; Roseville (CA); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Medical, Dental, Vision benefits

401(k) with company match

Paid Time Off

Career advancement opportunities

Job summary

Amwins is seeking a Business Processing Technician in Roseville, CA for a full-time hybrid role. You will manage customer data in CRM, respond to inquiries, and ensure accurate data processing to meet performance targets.

You will follow established procedures, support teammates, and contribute to a high-touch customer experience. The compensation range is provided for California, and strong MS Office skills are preferred.

Qualifications

• High school diploma or GED is required.
• Undergraduate degree in Business, Finance, Insurance Studies, or related field preferred.
• Proficiency in Microsoft Office is required or highly preferred.

Responsibilities

• Receive and attach customer data to the proper account in the CRM.
• Respond to customer inquiries and issues, following through to completion and total customer satisfaction.
• Process data timely and accurately to avoid errors and rework, meeting performance metrics.
• Follow established processes and procedures to maintain published standards and compliance.
• Promote teamwork and efficiency within the department by supporting other team members as needed.
• Other duties as assigned.

Skills

Follow protocol

Attention to detail

Customer service

Communication skills

Education

High School Diploma or GED

Bachelor's degree in Business/Finance/Insurance Studies or related

Tools

Microsoft Office

Job description

Amwins is seeking a Business Processing Technician in Roseville, CA for a full-time hybrid role. You will manage customer data in CRM, respond to inquiries, and ensure accurate data processing to meet performance targets.

You will follow established procedures, support teammates, and contribute to a high-touch customer experience. The compensation range is provided for California, and strong MS Office skills are preferred.