Insurance Customer Service Representative: Excel in Customer Satisfaction

7 days ago


Plano, Texas, United States Zane Shepherd Financial Srvcs Inc Full time

Job Summary

We are seeking a highly skilled Licensed Bilingual Insurance Customer Service Representative to join our team at Zane Shepherd Financial Srvcs Inc. In this role, you will deliver exceptional customer service while ensuring complete satisfaction with every interaction.

About the Role

This is a licensed position that requires a Texas General Lines Property & Casualty license. As a Customer Service professional, you will be responsible for answering customer questions, processing payments and policy changes, and performing policy reviews to identify additional customer policy needs.

Key Responsibilities

  • Provide timely and friendly responses to customer inquiries via phone, email, or text

  • Process policy transactions and updates efficiently

  • Identify opportunities to cross-sell and up-sell insurance and financial products

  • Maintain strong relationships with customers through effective communication and follow-up

Requirements

To be successful in this role, you must have:

  • A valid Texas General Lines Property & Casualty license

  • 1+ years of experience in insurance customer service (preferred)

  • Strong multi-tasking, problem-solving, and time management skills

  • Excellent verbal and written communication skills in both English and Spanish

  • Allstate experience and binding authority (beneficial)

What We Offer

As a Licensed Bilingual Insurance Customer Service Representative, you can expect:

  • Competitive salary range: $40,000 - $55,000 per year

  • Benefits package, including health insurance, 401(k), and paid time off

  • Ongoing training and development opportunities

  • A dynamic and supportive work environment

Why Choose Us

Zane Shepherd Financial Srvcs Inc is a reputable company that values its employees and customers alike. We offer a unique opportunity to grow your career while making a positive impact on people's lives.



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