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Licensed Customer Service Representative
3 months ago
Company Overview:
TWFG - DelaFuente Insurance Services is a dynamic and rapidly growing insurance agency committed to providing exceptional service and coverage options to our diverse clientele. We pride ourselves on our customer-centric approach and are seeking a dedicated Licensed Customer Representative to join our team.
Position Overview:
As a Licensed Customer Representative, you will play a pivotal role in our agency's success by providing top-notch service to our clients. This role requires fluency in both English and Spanish, as you will be communicating with clients and prospects in both languages. You will handle a variety of tasks including answering calls, responding to emails, and effectively communicating with clients and prospects to address their insurance needs.
Key Responsibilities:
- Provide exceptional customer service to clients and prospects in both English and Spanish, both over the phone and via email.
- Handle inquiries related to personal lines and commercial lines insurance products.
- Assist clients with policy inquiries, updates, and changes.
- Process new insurance applications, policy endorsements, and renewals.
- Assist in the growth of the agency by identifying cross-selling and upselling opportunities.
- Collaborate with the sales team to support business development efforts.
- Maintain accurate and up-to-date client records in our agency management system.
- Stay informed about industry trends, products, and regulations.
Qualifications:
- Must hold a valid Property and Casualty insurance license.
- Fluency in both English and Spanish is required.
- Previous experience in a customer service role, preferably within the insurance industry - preferred.
- Strong communication skills, both verbal and written.
- Excellent interpersonal skills and the ability to build rapport with clients.
- Detail-oriented with strong organizational skills.
- Proficiency in using computer systems and familiarity with insurance agency management systems is a plus.
Benefits:
- Competitive salary based on experience.
- Worksite benefits
- Opportunities for professional development and growth within the company.
Equal Opportunity Employer:
TWFG - DelaFuente Insurance Services is an equal opportunity employer and is committed to diversity and inclusion in the workplace. We encourage individuals from all backgrounds to apply.
Company DescriptionWe are a fast growing insurance agency based in El Paso, TX with 12 team members (currently) licensed to serve clients in the states of TX, NM, AZ, OK, and CA. We service both personal and commercial lines clients. We are a brokerage agency that has access to multiple carriers to offer the best options to our clients. We have a fun and flexible work environment. Our team comes FIRST so we can best serve our clients to the best of our abilitiesCompany DescriptionWe are a fast growing insurance agency based in El Paso, TX with 12 team members (currently) licensed to serve clients in the states of TX, NM, AZ, OK, and CA. We service both personal and commercial lines clients. We are a brokerage agency that has access to multiple carriers to offer the best options to our clients. We have a fun and flexible work environment. Our team comes FIRST so we can best serve our clients to the best of our abilities