Customer Service Representative
Job details
- Location
- Montgomery, Texas
- Work type
- Onsite
- Compensation
- $40,000 - $85,000/yr
- Posted
- 2 days ago
- Apply on
- app.idealtraits.com
About this role
Job Overview
We are a rapidly growing insurance agency looking for a skilled Client Services & Sales Representative. You will build long-term client relationships, provide exceptional service, and uncover coverage needs to protect what matters most.
If you’re a proactive insurance professional who loves helping customers and takes pride in accuracy, follow-through, and delivering solutions — we’d love to talk with you.
Salary Range: $40,000.00 - $85,000.00 per year
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Mon-Fri Schedule
Evenings Off
Hands on Training
Career Growth Opportunities
Requirements
• General Lines Property & Casualty License (preferred)
• Possess an upbeat attitude with a willingness to learn.
• Proficiency to multi-task, follow-thru and follow-up
• Professional phone etiquette
•Be capable of handling customer rejection
•Strong communication and negotiation skills
• Intrinsically driven to succeed
Responsibilities
- Meet new business production goals and objectives as established
- Develop insurance quotes, makes sales presentations, and closes sales
- Secure all Trailing Documents from customers
- Complete Evidence of Insurance requests
- Take premium payments for customers
- Handle policy change requests for customers
- Ask each customer for referrals and explain our referral program
- Treat each customer contact as a cross and up-sell opportunity including financial products
- Verify phone numbers, addresses and email addresses with each customer contact and update customer information
- Answer and return all phone messages promptly
- Be outstanding at relationship building