DIS-18099 Customer Service & Sales Representative (CSSR

DeSoto, TX Dallas, TX Plano, TX

• 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.

• 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.

• 1+ year of insurance customer service experience.
• Previous experience working within a Farmers Insurance agency.
• Experience using systems such as:
  Agency Zoom Salesforce Ring Central 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.

• $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