Customer Service Representative CSR

Legacy Financial Group, LLC

El Paso (TX)

On-site

USD 30,000 - 50,000

Full time

14 days+

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Benefits offered by this job

Health Insurance

Paid Time Off

Flexible Schedule

Opportunity for advancement

Fully Paid Vacation for you and your Spouse/Significant other

Competitive Pay

Profit Sharing

Professional training and development

Job Stability in a growing industry

Bonus Pay

Additional Commission Pay

Job summary

Legacy Financial Group, LLC is looking for a motivated Customer Service Representative in El Paso, TX. This role involves maintaining strong relationships with customers through prompt responses and detailed support, contributing to their needs during inquiries and issues.

Ideal candidates are detail-oriented, possess excellent organizational and communication skills, and are comfortable working in a growth-oriented environment. This position offers health insurance, paid time off, and various opportunities for advancement.

Qualifications

Ability to multi-task and follow up effectively.
Strong decision-making and written/verbal communication skills.
Proficiency in technology and computer applications.
Experience in customer relations and sales.

Responsibilities

Maintain solid customer relationships through inquiries and concerns.
Engage with clients via telephone and in-person assistance.
Identify and develop business opportunities with clients.
Monitor key metrics to achieve targets and report results.
Support clients through ongoing changes and retain relationships.

Skills

Urgency

Attention to detail

Organizational skills

Communication skills

Customer relations

Empathy

Time management

Sales experience

Bilingual (English and Spanish)

Education

Texas Property & Casualty Insurance License

Job description

We are seeking a highly motivated individual for our Customer Service Representative position in our El Paso, TX location. You will be responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, companies, and fellow team members while conducting specific service activities. This is an outstanding opportunity for the right person with unparalleled career growth!

Responsibilities

Foster and maintain excellent relationships with current customers and business partners. Build relationships with customers through regular follow-up, accurate and timely answers, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively engage through incoming telephone calls while partnering, networking, and planning for new clients and business opportunities.
Identify, qualify, and develop business opportunities with new and existing clients, by telephone, online, and through written communication.
Monitor, review, and report on key metrics to ensure targets are achieved, and execute spreadsheets detailing activity while you are recording the information in a timely, accurate, and professional manner.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Support and prepare clients for ongoing changes, retention, and maintain strong client relationships.
Participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Help new customers who walk in the office in El Paso, TX or potential customers who call to the office.
Support each other in our office team in an effort to understand customer needs, gather necessary data, research options, and then present those options to the customer.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Review and verify accuracy of tasks and facilitate corrections, as needed, between client and the company.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken.

Qualifications

Possess a sense of urgency, attention to detail, multi- tasking, and follow up skills
Have outstanding organizational skills with an ability to complete assignments without supervision, embrace sound business judgment, strong decision-making and superior written and verbal communication skills
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency
General Selling Techniques and have the ability to empathize with customer situations
Experience with customer relations
You must be coachable and trainable
Be people-oriented and customer-focused
Are professionally assertive in developing customer relations
Experience in sales - Inbound/Outbound calls is helpful
Have the ability to thrive in a growth-oriented environment
You must have the ability to communicate fluently with our English and Spanish speaking Customers
Texas Property & Casualty Insurance License – We will reimburse license expense if currently unlicensed and you need to obtain a new license for the State of Texas.