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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)
07/30/2024
09/29/2024
getprimera.com
San Antonio, TX
<25
Insurance
The job skills required for Customer Service Representative CSR include Customer Service, Customer Contact, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Service Representative CSR. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Service Representative CSR. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Service Representative CSR positions, which can be used as a reference in future career path planning. As a Customer Service Representative CSR, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Representative CSR. You can explore the career advancement for a Customer Service Representative CSR below and select your interested title to get hiring information.