Customer Sales and Service Representative
About the role
We’re looking for a motivated and customer-focused individual to join our team as a Customer Service & Sales Representative. This role combines service and sales, giving you the opportunity to help clients with their current policies while also identifying ways to better protect them.
Responsibilities
- Assist clients with policy changes, billing questions, and coverage reviews
- Handle inbound calls, emails, and walk-in clients in a professional and friendly manner
- Identify opportunities to cross-sell and up-sell (auto, home, life, and specialty lines)
- Generate new business through referrals, follow-ups, and inbound opportunities
- Review policies with clients to uncover coverage gaps and recommend solutions
- Process endorsements, payments, and documentation accurately
- Maintain strong client relationships to support retention and growth
Requirements
- Strong communication and customer service skills
- An active Property and Casualty License is a plus, must be willing to obtain license before start date (Licensing Assistance Provided).
- Comfortable discussing products and making recommendations
- Self-motivated with a goal-oriented mindset
- Ability to multitask in a fast-paced environment
- Basic computer skills (CRM systems, Microsoft Office, etc.)
Qualifications
At Eric Roth Farmers Insurance, we prioritize your peace of mind through tailored insurance solutions. Our professional team is dedicated to understanding your unique needs, offering comprehensive coverage that fits your lifestyle. With a commitment to integrity and community engagement, we foster a welcoming atmosphere where both clients and employees thrive.
Skills
- Strong communication and customer service skills
- Comfortable discussing products and making recommendations
- Self-motivated with a goal-oriented mindset
- Ability to multitask in a fast-paced environment
- Basic computer skills (CRM systems, Microsoft Office, etc.)
Benefits
- Salary Range: $45,000.00 - $85,000.00 per year
- Annual Base Salary + Commission + Bonus Opportunities
- Flexible Schedule
- Mon-Fri Schedule
- Career Growth Opportunities
- Hands on Training
Pay
Salary Range: $45,000.00 - $85,000.00 per year
Schedule
Flexible Schedule
Mon-Fri Schedule
Location
4802 Benbrook Blvd Ste 100, Benbrook, TX, 76116, US
Job Type
Full-Time
Job Category
Insurance Sales
Contact Information
Phone: 682-882-8222