Job Summary:
As a Customer Service Representative (CSR) at Trucordia, you will play a crucial role in assisting clients with inquiries and issues, ensuring high levels of satisfaction and support related to personal line support.
Duties and Responsibilities:
• Provide quotes for personal lines in addition to surplus lines quoting.
• Provide prompt and courteous assistance to customers via phone, email, and other communication channels.
• Process both new business and renewals for customers.
• Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
• Process payments and submit insurance premiums accurately and in a timely manner.
• Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently.
• Maintain detailed and accurate records of customer interactions to continuously improve service quality.
Qualifications:
• 4 years as a Customer Service Representative in Insurance.
• Valid Texas State Insurance License.
• Bilingual (English and Spanish)
• Excellent communication and interpersonal skills.
• Strong negotiation and presentation abilities.
• Analytical and problem-solving skills to assess clients' needs and recommend appropriate coverage.
• Self-motivated, goal-oriented, and able to work independently and as part of a team.
• Technical proficiency with insurance agency management systems.
Benefits:
• Medical, Dental, Vision
• Life Insurance
• AD&D
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K
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