Customer Service Representative CSR

Legacy Financial Group, LLC; El Paso (TX); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading company in the financial sector is seeking a highly motivated Customer Service Representative in El Paso. In this role, you will maintain customer relationships, manage inquiries, and contribute to business development while enjoying a supportive work environment with numerous benefits. This position offers career growth opportunities with a focus on personal accountability and professional development.

Benefits

Flexible schedule

Health insurance

Paid time off

Profit sharing

Training & development

Tuition assistance

Competitive Pay

Job Stability

Bonus Pay

Additional Commission Pay

Qualifications

• Sense of urgency and attention to detail.
• Strong decision-making and communication skills.
• Ability to thrive in a growth-oriented environment.

Responsibilities

• Maintain strong customer relationships and assist with inquiries.
• Identify and develop business opportunities with clients.
• Monitor key metrics and report progress towards targets.

Skills

Organization

Communication

Customer relations

Sales & Marketing knowledge

Decision-making

Job description

Benefits:

Bonus based on performance

Flexible schedule

Health insurance

Paid time off

Profit sharing

Training & development

Tuition assistance

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 employees while conducting specific service and marketing activities. NO Insurance or financial services license required. This is an outstanding opportunity for the right person with unparalleled career growth!

Responsibilities

Foster and maintain excellent relationships with current business partners. Build relationships with prospects through regular follow-up, accurate and timely answers, and general account support. Anticipate, respond to, and follow up on all existing client needs.

Actively partner, network, and plan 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.

Work with new clients in El Paso, TX and the surrounding area and 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

Knowledge of Sales & Marketing

Experience with customer relations

You must be coachable and trainable

Be people-oriented and customer-focused

Are professionally assertive in developing client relations

Experience in sales is helpful

Have the ability to thrive in a growth-oriented environment

Benefits/Perks

Competitive Pay

Professional Development

Job Stability in a growing industry

Bonus Pay

Additional Commission Pay

This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.