Customer Service & Sales Representative

The Juris Agency; McKinney (TX); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Sign On Bonus

Job summary

David Worley Agency, Inc. in McKinney, TX is seeking a Customer Service & Sales Representative who will be the first point of contact for clients, offering warm greetings and attentive service as you build lasting relationships.

You will handle inquiries, assist with policy information and claims processing, and identify opportunities to introduce additional services, while maintaining accurate client records and supporting team goals in a friendly, collaborative environment.

Qualifications

• Excellent communication and interpersonal skills.
• A genuine passion for helping others and solving problems.
• Previous experience in customer service or sales is a plus.
• Proficiency with basic computer applications and data entry.

Responsibilities

• Be the first point of contact for our valued clients, offering warm greetings and attentive service.
• Address client inquiries and concerns with empathy and efficiency, ensuring a positive experience.
• Assist clients with policy information, claims processing, and general account management.
• Identify opportunities to introduce additional services or products that could benefit our clients.
• Maintain accurate client records and process transactions with precision.
• Collaborate with the team to ensure a seamless client journey from start to finish.

Skills

Excellent communication

Interpersonal skills

Problem solving

Data entry

Job description

Job Description

Welcome to David Worley Agency, Inc., where our clients are more than just policy numbers – they're neighbors and friends. Nestled in the heart of McKinney, Texas, we're a dedicated team committed to providing exceptional insurance solutions with a personal touch. We believe that outstanding service isn't just part of the job; it's the whole job. We're looking for a bright, energetic individual to join us as a Customer Service & Sales Representative. This isn't just about answering phones; it's about building relationships, offering guidance, and becoming a trusted resource for our community. If you have a knack for connecting with people, a desire to help them find the right protection, and thrive in a friendly, supportive environment, you'll feel right at home here. Come be a part of a team that genuinely cares and makes a difference every day.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Sign On Bonus

Responsibilities

Be the first point of contact for our valued clients, offering warm greetings and attentive service.

Address client inquiries and concerns with empathy and efficiency, ensuring a positive experience.

Assist clients with policy information, claims processing, and general account management.

Identify opportunities to introduce additional services or products that could benefit our clients.

Maintain accurate client records and process transactions with precision.

Collaborate with the team to ensure a seamless client journey from start to finish.

Requirements

Excellent communication and interpersonal skills.

A genuine passion for helping others and solving problems.

Previous experience in customer service or sales is a plus.

Proficiency with basic computer applications and data entry.

Ability to manage multiple tasks effectively in a dynamic setting.