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Responsibilities:
accept monthly installments over the phone with a credit/debit card
get customers connected with the insurance carriers to pay installments
assist customers with setting up EFT (electronic funds transfer) if needed for installments
get customers set up on the insurance mobile app for the customers to pay installments
call customers that have installments coming up
call customers that have policy that has been expired
call customers that need to renew their insurance policy
update customers contact information
sent customers company's contact information
ask customers to provide reviews
ask customers for referrals
ask customers if they need any additional assistance
email customer any documents
inform customers about the company's vision, mission and core values
Qualifications:
Must be fluent in Spanish
Must be available to work full-time hours on site during business hours
Previous experience in customer service-related positions
Who we want: Team member who embodies our top 5 Core Values:
100% effort
Honesty
Team Environment
Growth Mindset
Respectful to all
Our mission is to deliver unexpected customer experiences and satisfaction!
About Primera Insurance & Tax Services:
Been in business since 2010.
Over 30 thousand customers in our database
We represent over 20 different carriers.
We are licensed to sell insurance in Texas.
We can prepare tax returns nationwide.
We have an office in Dallas/Farmers Branch.
Products we offer:
Personal auto
Homeowners
Motorcycle
Commercial auto
Renters
Business General Liability
Notary
Tax preparation
Full Time
Insurance
$38k-48k (estimate)
07/29/2024
09/28/2024
getprimera.com
San Antonio, TX
<25
Insurance
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Quotes from people on Bilingual Customer Service Representative job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
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