DIS-18099 Customer Service & Sales Representative (CSSR)

Roman Health Pharmacy LLC; Abbeyville (CO); On-site; USD 41,000 - 49,000; Full time

Job summary

Farmers Insurance is seeking an Insurance Customer Service Representative to be the primary contact for clients by phone, email, and in person. You will assist with policy changes, billing inquiries, payments, and general service requests while building strong client relationships.

Responsibilities include answering questions on coverages, preparing quotes, scheduling appointments for licensed agents, and supporting daily agency operations.

Qualifications

• Active Texas General Lines Property & Casualty License (or Personal Lines).
• Strong customer service skills and clear communication.
• Comfortable interacting with customers in person and by phone.
• Ability to make outbound calls and follow-up with leads.
• Excellent organizational and multitasking abilities.
• Attention to detail and accuracy in payments and records.

Responsibilities

• Serve as the primary contact for customers by phone, email, and in person.
• Assist clients with policy changes, billing inquiries, payments, and service requests.
• Answer questions regarding coverages, policies, and insurance products.
• Follow up with leads and prospects from marketing and referrals.
• Schedule appointments for licensed agents and producers.
• Prepare and provide insurance quotes as directed.
• Identify cross-selling opportunities to agency producers.
• Maintain accurate client records and documentation.
• Process policy changes and other insurance transactions timely.
• Support daily agency operations and deliver outstanding service.
• Build positive client relationships and contribute to retention.
• Follow agency procedures and compliance requirements.

Skills

Customer service

Communication

In-person interaction

Sales outreach

Multitasking

Attention to detail

Office software

Phone & email handling

Education

Texas General Lines Property & Casualty License

Texas Personal Lines Property & Casualty License

Tools

AgencyZoom

Salesforce

RingCentral

CRM systems

Agency management platforms

Job description

DeSoto, TX Dallas, TX Plano, TX

Key Responsibilities

• Serve as the primary point of contact for customers by phone, email, and in person.
• Assist clients with policy changes, billing inquiries, payments, and general service requests.
• Answer customer questions regarding coverages, policies, and insurance products.
• Follow up with leads and prospects generated through agency marketing and referrals.
• Schedule appointments for licensed agents and producers.
• Prepare and provide insurance quotes as directed.
• Identify and communicate cross-selling opportunities to agency producers.
• Maintain accurate client records and account documentation.
• Process policy changes and other insurance transactions in a timely manner.
• Support daily agency operations while delivering outstanding customer service.
• Build positive client relationships and contribute to customer retention efforts.
• Follow agency procedures and compliance requirements.

Required Qualifications

• Active Texas General Lines Property & Casualty License or Texas Personal Lines Property & Casualty License.
• Strong customer service skills.
• Excellent verbal and written communication abilities.
• Comfortable interacting with customers both by phone and in person.
• Ability to make outbound sales and follow-up calls.
• Strong organizational and multitasking skills.
• Ability to prioritize tasks and consistently follow through on responsibilities.
• Strong attention to detail and accuracy.
• Professional approach to handling payments, service requests, and customer concerns.
• Working knowledge of computers, email, and Microsoft Office applications.
• Ability to work effectively in an in-office environment.
• Positive attitude and professional demeanor.
• Ability to work independently while adhering to agency procedures.

Preferred Qualifications

• 1+ year of insurance customer service experience.
• Previous experience working within a Farmers Insurance agency.
• Experience using systems such as: AgencyZoom Salesforce RingCentral Similar CRM or agency management platforms
• Experience issuing Certificates of Insurance (COIs).
• Experience servicing commercial insurance accounts.
• Familiarity with Personal Lines insurance products.
• Previous customer service or inside sales experience.
• Bilingual English/Spanish.

Compensation

• $4,000 per month salary ($48,000 annualized)
• No commission component.
• Cross-selling and appointment-setting activities are part of the role's performance expectations but are not separately compensated through commissions.
• Additional benefits and eligibility details will be discussed during the interview process.

$4,000 - $4,000 a month