Demo

Customer Service

true grit family
Carrollton, TX Full Time
POSTED ON 4/22/2025
AVAILABLE BEFORE 5/18/2025

Job Description

Job Description

We're is looking for a customer service representative to join our team in our Carrollton office. This person will drive customer satisfaction by fielding inquiries, addressing pain points and maintaining extensive product knowledge.

The ideal candidate has a customer-first mindset and aims to deliver high-quality service in every customer interaction.

Responsibilities :

  • Manage inbound customer communications - Answer incoming calls and emails to address customer questions, requests and issues.
  • Consult on customer success - Advise customers on how to successfully leverage the product / service based on their unique needs.
  • Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic.
  • Track interactions in CRM - Record customers interactions in internal system for cross-functional awareness and relationship development.

Requirements :

  • Excellent written and verbal communication skills
  • Ability to address complaints and issues with effective solutions and a positive attitude
  • Passion for delighting customers with above and beyond service
  • Excellent time-management and prioritization skills
  • Familiarity with CRM system
  • About Us :

    We are looking for 10 new team members in the next 30 days. Our company was founded in 2018, but our company partners have been in business over 100 years. We are a sales and marketing firm with about 50 agents who spend their days calling clients, attending meetings, reading assigned material and ongoing training, submitting applications for clients, managing communications, and creating contracts. We are contracted with over 30 companies who provide many options for our clients. With so many contracts, we are able to find our clients the absolute best product to match their financial needs and goals. We help people with things like planning out retirement, life insurance, annuities, 401K / IRA / Roth IRA rollovers, debt consolidation, and more. Our team is a diverse group of individuals from all states in the US, they are all hardworking positive thinkers.

    We are looking for team members who can keep the company culture in mind in every interaction. We are always :

  • Recognizing others for their performance
  • Learning together as a group / developing professional skills
  • Respecting team members and clients
  • Upholding a positive environment
  • Participating in both individual sales and group trainings
  • Ideally candidates would also be :

  • Motivated
  • Open to a challenge
  • Goal oriented
  • Team over me mentality
  • License / Certification :

  • Driver's License (Preferred)
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