Job Summary
We are seeking a dynamic and dedicated Customer Service Representative-Sales Producer to join our family agency. In this role, you will be the frontline ambassador for our company, providing the marketing and sales, with outbound calls to our customers. You will cross-sell to current clients as well as marketing and selling to new customers, while adding support and assistance to our valued customers. Your energetic approach and positive attitude will help foster strong relationships, resolve inquiries efficiently, and ensure a seamless experience for everyone you serve. This commission based position offers an exciting opportunity to develop your communication skills, enhance your office management expertise, and contribute to a welcoming environment that values proactive problem-solving and customer satisfaction. This is a commission based position, so your salary and bonus will be based off of your production.
Duties
- Greet customers warmly at the front desk and on the phone while managing multi-line phone systems with professionalism and courtesy
- Respond promptly to customer inquiries via phone, email, or in person, providing accurate information and solutions
- Maintain organized records through data entry, filing, and proofreading to support smooth office operations
- Utilizing multiply application systems, like Microsoft Office, Google Workspace, and other computer skills to prepare reports, correspondence, and documentation
- Manage appointment scheduling, calendar management, and follow-up communications for internal teams or clients
- Support office management tasks such as bookkeeping, filing systems, and inventory tracking using QuickBooks or similar software
- Demonstrate excellent phone etiquette and organizational skills while handling clerical tasks like typing, proofreading, and data entry
Experience
- Previous experience in customer service or office administration is highly preferred
- Familiarity with front desk operations, multi-line phone systems, and office management tools such as Microsoft Office and Google Workspace
- Bilingual abilities are a plus to effectively communicate with diverse customer bases
- Proven clerical experience including data entry, filing, proofing documents, and managing schedules
- Knowledge of Insurance sales and service, customer care receptionist duties or personal assistant experience is advantageous but not required
- Strong organizational skills with the ability to multitask efficiently in a fast-paced environment
- Excellent phone etiquette coupled with superior time management skills to prioritize tasks effectively
Join us in creating memorable experiences for our customers while advancing your career in a lively and supportive workplace!
Pay: $36,000.00 - $80,000.00 per year
Experience:
- Insurance sales: 1 year (Required)
License/Certification:
- Property & Casualty License (Required)
Ability to Commute:
- Fort Worth, TX 76135 (Required)
Work Location: In person
