Customer Service & Sales Representative (CSSR)
DistroSales Enablement company
Desoto, United States$48,000Mid
Operations & Strategy
About the role
TL;DR
Customer Service & Sales Representative to assist clients and support agency sales efforts.
- •A growing insurance agency is seeking a Customer Service & Sales Representative (CSSR) to play a key role in delivering an exceptional customer experience while supporting the agency's sales efforts.
- •In this position, you'll serve as the first point of contact for clients, assisting with policy servicing, billing questions, coverage inquiries, and account updates.
- •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.
- •Follow up with leads and prospects generated through agency marketing and referrals.
- •Prepare and provide insurance quotes as directed.
- •Build positive client relationships and contribute to customer retention efforts.
- •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.
- •Ability to make outbound sales and follow-up calls.
- •Strong organizational and multitasking skills.
Required skills
SalesExcel
Nice-to-have skills
Salesforce
Domain expertise
insurtech
Tech stack
ExcelSalesforce