Insurance Customer Service Rep (CSR)

Job Description

Agency Customer Service Representative (CSR)

The Agency CSR is responsible for receiving all incoming calls, establishing relationships with customers, fact-finding and resolving client account needs.

The CSR interacts daily with the Agency Manager, Agents, support staff and customers.

Responsibilities

Receiving inbound sales/service phone calls

Identifying the client's needs and assisting agents in completing account management tasks

Placing outbound phone calls to potential leads, pivot to exisiting business to create new sales leads

Ensuring all clients concerns are addressed and resolved

Contacting clients proactively on renewals and updates

Mailing documents/letters to clientele

Following up after resolution to ensure customer satisfaction

Requirements

High school diploma or equivalent

Excellent oral, written and interpersonal communication skills

Extensive customer service, sales, or telemarketing background

Computer literacy, strong organizational and follow-up skills

Ability to read and comprehend instructions and information

Excellent problem solving skills

Education and/or Experience

High School Diploma or GED; or one to two years related experience and/or training; or equivalent combination of education and experience. Texas Property & Casualty license required.

Benefits

Medical

Dental

Vision

401(k)

Basic Life Insurance

Accident & Critical Illness Insurance

Training

Short Term Disability

Employee Purchase Program

About Us

Gilchrist Insurance has been family owned and operated by the Gilchrist family since 2019. We are interested in finding talented individuals who are looking for a rewarding and challenging career in the automotive industry. We offer an excellent benefit package and a great working environment with many different employment opportunities ranging from sales to service to management. If you want to set yourself apart from the ordinary routine of the average job, possess the unique ability to consistently provide outstanding customer service, and have a dedication to excellence.