Job Description

Are you looking for a meaningful career in a local business that has national brand support people recognize and trust?

The customer service position will involve much more than answering phone lines and providing customer service to agency customers. You will be in control of your future growth with a fast growing agency. With yours skills to develop relationships and excellent customer guidance your future is unlimited.

Signing Bonus of $1000 once 90 days evaluation is achieved.

Bilingual (Spanish/English) is a plus!

Salary Range: $30000.00 - $75000.00 per year

Health Insurance

Life Insurance

401(k) Company Match

Paid Holiday

Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Development & Growth Team Building Activities

Hands On Training

Signing Bonus

• Meet new business production goals and objectives as established.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Provideexceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Maintains inventory of office supplies and forms - places orders weekly.
• Claims follow up calls.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Maintains phone time or sales quotas as determined by management.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Presents and explains insurance policy options based upon prospective client needs and their personalgoals.

• Must be Property & Casualty licensed
• Bilingual, fluent in both English and Spanish
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• A Property & Casualty license is preferred but will train good individual.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Strong work ethic and leadership skills.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• Strong communication and negotiation skills.
• Bilingual, fluent in both English and Spanish is beneficial.
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Be a fantastic presenter.
• Proficiency to multi-task, follow-thru and follow-up.
• Confident, self-starter who works well independently.
• Must be highly self-motivated.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Be able to obtain or currently possess a Property & Casualty insurance license.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• Strong communication and negotiation skills.

We have two Agencies located in Richardson and Farmers Branch, TX specializing in Home, Life, and Auto insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always put the customer first. Apply to our team today!