Insurance Customer Service (2+yrs Sales Exp. Required) jobs in United States
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Carlos Cruz Insurance Agency · 1 day ago

Insurance Customer Service (2+yrs Sales Exp. Required)

Carlos Cruz Insurance Agency is one of the fastest-growing insurance agencies in the country, seeking dedicated Customer Service Representatives to support clients and maintain exceptional service. The role involves assisting clients with policy questions and ensuring strong client relationships for long-term retention.

Responsibilities

Assisting clients with policy changes, billing questions, and coverage explanations
Advocating for clients by asking the right questions to understand their needs
Resolving client issues using our carrier resources and internal tools
Recommending suitable solutions once licensed
Supporting a team-based environment focused on exceeding expectations
Participating in our merit-based performance culture
Completing special projects as assigned

Qualification

Customer serviceProduct knowledgeSales experienceProblem-solvingTeamworkCommunication skillsAdaptability

Required

Ability to quickly learn product knowledge to assist clients effectively
Passion for helping clients find solutions that meet their needs
Strong commitment to accuracy and protecting clients from risk
Proven work ethic with high integrity
Positive, resilient attitude with success in a fast-paced call environment
Ability to build trust and rapport with clients over the phone
Desire for continuous personal and professional development
Flexibility to adapt as business needs evolve

Benefits

Paid Time Off (PTO)
Dental Insurance
Vision Insurance
Health Insurance
Hands on Training
Monday–Friday Schedule (Evenings Off)
Career Advancement Opportunities
Paid Holiday
Company Trips & Incentives

Company

Carlos Cruz Insurance Agency

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With over 15 years of experience, our agency provides personalized insurance solutions designed to protect what matters most.

Funding

Current Stage
Early Stage
Company data provided by crunchbase