Customer Service Representative

Company: Trucordia
Location: Weslaco
Posted on: April 3, 2025

Job Description:

Job Summary:

As a Customer Service Representative (CSR) at Trucordia, you will play a crucial role in assisting clients with inquiries and issues, ensuring high levels of satisfaction and support related to personal line support.

Duties and Responsibilities:

* Provide quotes for personal lines in addition to surplus lines quoting.
* Provide prompt and courteous assistance to customers via phone, email, and other communication channels.
* Process both new business and renewals for customers.
* Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
* Process payments and submit insurance premiums accurately and in a timely manner.
* Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently.
* Maintain detailed and accurate records of customer interactions to continuously improve service quality.

Qualifications:

* 4 years as a Customer Service Representative in Insurance.
* Valid Texas State Insurance License.
* Bilingual (English and Spanish)
* Excellent communication and interpersonal skills.
* Strong negotiation and presentation abilities.
* Analytical and problem-solving skills to assess clients' needs and recommend appropriate coverage.
* Self-motivated, goal-oriented, and able to work independently and as part of a team.
* Technical proficiency with insurance agency management systems.

Benefits:

* Medical, Dental, Vision
* Life Insurance
* AD&D
* FSA / HSA
* Commuter & Child Care FSA
* Cancer Support Benefits
* Pet Insurance
* Accident & Critical Illness
* Hospital Indemnity
* Employee Assistance Program (EAP)
* 11 Paid Holidays
* Flexible PTO
* 401K

Keywords: Trucordia, Edinburg , Customer Service Representative, Sales , Weslaco, Texas