Job details
- Location
- Mexico City, Oklahoma
- Work type
- Remote
- Compensation
- $15,000 - $18,000/yr
- Posted
- 1 week ago
- Apply on
- app.idealtraits.com
About this role
Customer Service & Retention Representative (CSSR)
Job Overview
Quiñónez Agency is looking for a dependable, service-minded professional to help our clients receive timely assistance, understand their policies, and remain confident in their insurance decisions.
This role supports policy service, retention, client communication, and the identification of opportunities that should be referred to a licensed producer.
Insurance licensing may be required for certain activities. The employee must not perform licensed insurance activities unless properly authorized.
Salary Range: $1,250.00 - $1,500.00 per month
Benefits
Monthly Base Salary + Bonus Opportunities
Work from Home
Mon-Fri Schedule
Requirements
- Strong spoken and written English; Spanish is required.
- Excellent customer service and problem-solving skills.
- Organized, patient, professional, and responsive.
- Comfortable with phone systems, email, CRMs, and online tools.
- Prior insurance service or customer support experience preferred.
- Reliable internet and a private, secure remote workspace.
- Must maintain confidentiality and follow agency access controls.
Responsibilities
- Respond to client service requests by phone, email, and approved communication channels.
- Assist with routine policy questions and service requests within authorized access and training.
- Help clients with documentation, billing questions, policy changes, and renewal follow-up.
- Identify retention risks and escalate cancellation concerns promptly.
- Coordinate certificates of insurance and other approved documentation requests.
- Maintain accurate client records and follow up on outstanding service items.
- Identify potential cross-sell opportunities and refer them to a licensed producer.
- Support onboarding and provide a professional client experience.
- Follow agency privacy, security, carrier, and service procedures.
About Us
Farmers Insurance - Jonathan Quinonez is a high-performing company home based in Norman, Oklahoma. With a commitment to excellence and a passion for serving our community, we specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. Our team of dedicated professionals brings years of experience and expertise to the table, ensuring that our clients receive the highest level of service and support. Allowing us to service not just only Oklahoma but an additional 11 states across the country.
At Jonathan Quinonez Insurance Agency, we understand that insurance can be complex and overwhelming. That's why we strive to simplify the process for our clients, offering clear guidance and expert advice every step of the way. Whether you're in need of auto, home, life, or business insurance, you can trust us to find the right coverage options to protect what matters most to you.
Why Join Us
Joining Farmers Insurance - Jonathan Quinonez means becoming part of a winning team dedicated to excellence and success. Here are a few reasons why you should consider joining us:
- Opportunity for Growth: We believe in investing in our team members and providing opportunities for professional growth and advancement. Whether you're just starting your career or looking to take the next step, we'll support you every step of the way.
- Positive Work Environment: At Jonathan Quinonez Insurance Agency, we foster a positive and inclusive work environment where teamwork and collaboration are encouraged. We value diversity and celebrate the unique contributions of each team member.
- Commitment to Excellence: As a high-performing agency, we hold ourselves to the highest standards of excellence in everything we do. When you join our team, you'll be part of a company that is committed to delivering exceptional service and exceeding client expectations.
- Competitive Compensation: We offer competitive compensation packages, including base salary, bonuses, and incentives, to reward our team members for their hard work and dedication.
- Make a Difference: By joining Jonathan Quinonez Insurance Agency, you'll have the opportunity to make a difference in the lives of our clients every day. You'll play a vital role in helping them protect what matters most to them, giving them peace of mind for the future.
If you're ready to take your career to the next level and join a winning team, we want to hear from you. Apply now to become part of the family and start making a difference today!