Customer Service Representative

3 weeks ago


Farmers Branch, Texas, United States Primera Insurance & Tax Services Full time
Job Description

As a Customer Service Representative at Primera Insurance & Tax Services, you will be responsible for delivering exceptional customer experiences and satisfaction. Your primary focus will be on providing top-notch service to our clients, ensuring their needs are met, and resolving any issues that may arise.

Key Responsibilities:

  • Handle phone transactions and inbound/outbound calls with professionalism and courtesy.
  • Promote our products and services to customers, highlighting their benefits and value.
  • Assist customers with their current or past insurance policies, providing guidance and support as needed.
  • Call customers to remind them of policy renewals and expirations, ensuring they stay up-to-date on their coverage.
  • Update customer contact information and send company contact details as required.
  • Request customer reviews and referrals to help us grow and improve.
  • Offer additional assistance to customers, ensuring they have a seamless experience with our company.
  • Email customers relevant documents and information, keeping them informed and engaged.
  • Share our company's vision, mission, and core values with customers, fostering a sense of community and shared purpose.

Our Ideal Candidate:

  • Embodies our top 5 Core Values: 100% effort, Honesty, Team Environment, Growth Mindset, and Respectful to all.

About Primera Insurance & Tax Services:

  • We've been in business since 2010, serving over 30,000 customers and representing 20+ carriers.
  • We're licensed to sell insurance in Texas and can prepare tax returns nationwide.

Products We Offer:

  • Personal and commercial auto insurance.
  • Homeowners and renters insurance.
  • Motorcycle, Jet ski, and RV insurance.
  • Business General Liability insurance.
  • Notary services.
  • Tax preparation services.

To learn more about our company, visit our YouTube channel: https://www.youtube.com/watch?v=NaKs0BD_B9I



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