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Client Support Associate

2 months ago


San Antonio, Texas, United States Primera Insurance & Tax Services Full time
Job Overview

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Key Responsibilities
  • Client Communication: Respond to client inquiries, resolve issues, and provide information on our products and services.
  • Policy Administration: Assist clients with their current or past insurance policies, including processing payments and updating policy information.
  • Account Management: Manage client accounts, ensuring accurate and timely processing of payments and policy updates.
  • Client Education: Educate clients on our products and services, including the benefits and features of our insurance policies.
  • Team Collaboration: Work closely with our team to ensure seamless communication and coordination of client services.
Requirements
  • Career Focus: A career-focused individual with a strong desire to provide exceptional customer service.
Company Overview

At Primera Insurance & Tax Services, we are committed to delivering unexpected customer experiences and satisfaction. Our team is dedicated to providing exceptional service to our clients, and we are seeking a like-minded individual to join our team.

We are a leading provider of insurance and tax services, with over 30,000 clients in our database and representation of over 20 different carriers. We are licensed to sell insurance in Texas and can prepare tax returns nationwide.

We offer a range of products, including personal and commercial auto, homeowners and renters, motorcycle, jet skis, and RVs, business general liability, notary, and tax preparation.