DIS-18099 Customer Service & Sales Representative (CSSR)
Core
Serve as the first point of contact for clients to assist with policy servicing, billing, coverage inquiries, and account updates while supporting agency growth through lead follow-up and quote preparation.
Role type
Customer Service & Sales Representative (Insurance)
Builds
Insurance policies and services for individual and commercial clients
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Active Texas General Lines or Personal Lines Property & Casualty License, outbound sales calling, policy servicing, billing processing, quote preparation, CRM usage, cross-selling identification
Preferred skills
1+ year insurance customer service experience, Farmers Insurance agency experience, AgencyZoom/Salesforce/RingCentral proficiency, COI issuance, commercial account servicing, Personal Lines product knowledge, bilingual English/Spanish