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Service/CSSR Team Member
5 months ago
Handle customer inquiries and complaints. Document and update customer records based on interactions. Provide information about the products and services to clients. Problem solve with clients for obtainable results needed. Commission opportunities are offered but not guaranteed.
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Flexible Schedule
Parental Leave
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Commission and Sales Opportunities
Responsibilities
Client retention, policy reviews, billing and policy changes, cross sale current book of business, managing multiple calendars and appointments, interacting with clients in person and over the phone, sending and receiving client paperwork, filling and scanning documents, overlooking client emails and or text messages, as well as business social media accounts, answering and routing calls, calling out to request documents from clients and other insurance providers or industry partners, servicing new and existing clients for all insurance needs, able to problem solve and deal with stressful situations and product or policy promotions.
Requirements
Must be P&C Insurance Texas Licensed
CE Hours must be up to date
Must have excellent customer service skills and at least four years of customer service experience
Preferred at least one year insurance experience or insurance knowledge, but not required
Must have the ability to problem solve
Proficient in typing, as well as, using Word and Excel
Mus have excellent phone etiquette, as well asl, professional and helpful attitude
Well maintained hygiene
Time management and multi-tasking skills
Embraces teamwork
In-Person Position