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Customer Service Representative

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: Maintain accurate and up-to-date client records, ensuring seamless communication and service delivery.
  • Product Knowledge: Stay up-to-date on our products and services, including insurance policies, tax preparation, and notary services.
  • Team Collaboration: Work closely with our team to ensure seamless service delivery, share knowledge, and support each other in achieving our goals.
Requirements
  • Career Focus: A career-focused individual with a strong desire to learn and grow with our company.
Our Company

At Primera Insurance & Tax Services, we are committed to delivering unexpected customer experiences and satisfaction. We are a leading provider of insurance and tax services, with over 30,000 clients and 20+ carriers represented.

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.

We are licensed to sell insurance in Texas and can prepare tax returns nationwide.