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Legacy Financial Group LLC

Customer Service Representative CSR

El Paso, Texas, United States · On-site

$47k–$70k/yr

Entry level

Job description We are seeking a highly motivated individual for our Customer Service Representative position in our El Paso, TX location. You will be responsible for maintaining solid customer relationships by handling …

Skills: Customer Relations, Communication Skills, Time Management, Organizational Skills, Decision Making

Legacy Financial Group LLC

Insurance Agency Owner / Principal Broker

United States · Remote OK

$250k–$300k/yr

Mid level

Benefits: Bonus based on performance Competitive salary Dental insurance Employee discounts Flexible schedule Health insurance Opportunity for advancement Paid time off Profit sharing Training & development Insurance Age…

Skills: Leadership, Recruiting, Strategic Marketing, Account Management, Customer Service

Customer Service Representative CSR

Legacy Financial Group LLC

El Paso, Texas, United States • On-site

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Entry level

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  • $47k–$70k/yr
  • Full-time
  • Health Insurance, Paid Time Off, Flexible Schedule, Opportunity for advancement, Fully Paid Vacation for you and your Spouse/Significant other, Competitive Pay
  • Posted 33d ago
  • ~40 hrs/week

Responsibilities

The role involves maintaining strong customer relationships by handling inquiries, resolving service issues, and identifying new business opportunities. Responsibilities include managing client accounts, collaborating with team members, and recording detailed interaction metrics.

Requirements

Candidates must be fluent in both English and Spanish and possess strong organizational and communication skills. A Texas Property & Casualty Insurance License is required, though the company will reimburse the cost for those who need to obtain it.

Full job description

Job description
We are seeking a highly motivated individual for our Customer Service Representative position in our El Paso, TX location. You will be responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, companies, and fellow team members while conducting specific service activities. This is an outstanding opportunity for the right person with unparalleled career growth!
Responsibilities
  • Foster and maintain excellent relationships with current customers and business partners. Build relationships with customers through regular follow-up, accurate and timely answers, and general account support. Anticipate, respond to, and follow up on all existing client needs.
  • Actively engage through incoming telephone calls while partnering, networking, and planning for new clients and business opportunities.
  • Identify, qualify, and develop business opportunities with new and existing clients, by telephone, online, and through written communication.
  • Monitor, review, and report on key metrics to ensure targets are achieved, and execute spreadsheets detailing activity while you are recording the information in a timely, accurate, and professional manner.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Support and prepare clients for ongoing changes, retention, and maintain strong client relationships.
  • Participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Help new customers who walk in the office in El Paso, TX or potential customers who call to the office.
  • Support each other in our office team in an effort to understand customer needs, gather necessary data, research options, and then present those options to the customer.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
  • Review and verify accuracy of tasks and facilitate corrections, as needed, between client and the company.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken.
Qualifications
  • Possess a sense of urgency, attention to detail, multi- tasking, and follow up skills
  • Have outstanding organizational skills with an ability to complete assignments without supervision, embrace sound business judgment, strong decision-making and superior written and verbal communication skills
  • Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency
  • General Selling Techniques and have the ability to empathize with customer situations
  • Experience with customer relations
  • You must be coachable and trainable
  • Be people-oriented and customer-focused
  • Are professionally assertive in developing customer relations
  • Experience in sales - Inbound/Outbound calls is helpful
  • Have the ability to thrive in a growth-oriented environment
  • You must have the ability to communicate fluently with our English and Spanish speaking Customers
  • Texas Property & Casualty Insurance License – We will reimburse license expense if currently unlicensed and you need to obtain a new license for the State of Texas.
Benefits/Perks

  • Health Insurance
  • Paid Time Off
  • Flexible Schedule
  • Opportunity for advancement
  • Fully Paid Vacation for you and your Spouse/Significant other
  • Competitive Pay
  • Profit Sharing
  • Professional training and development
  • Job Stability in a growing industry
  • Bonus Pay
  • Additional Commission Pay

Related keywords

Customer ServiceTexas Property & Casualty Insurance LicenseInsuranceInbound CallsOutbound CallsClient RelationsAccount ManagementBilingualSpanishEnglishCRMSalesBusiness DevelopmentClient RetentionProfessionalism

About Legacy Financial Group LLC

LinkedInVisit site
Industry
Financial Services
Company size
2-10 employees
Founded
2002
Headquarters
Torrance, California
LinkedIn followers
32

Address: 990 W. 190th Street Ste. 520,Torrance, CA 90502 Contact: (310) 756-1700. Legacy Financial Group, LLC is composed of dedicated, experienced, and knowledgeable professionals who are trained and registered to offer financial services. By focusing on the full range of Estate, Tax & Retirement Planning, our team can help individuals, businesses and families design, coordinate and implement all aspects of your financial strategy, including preserving the interests of future generations. As one of our clients, you have the opportunity to elevate your portfolio beyond one-dimensional product strategies and generalized investment advice. Our clients not only benefit from the expertise of highly-skilled professional investment managers, but we have nurtured strategic partnerships with several independent attorneys and CPAs to assure our clients will have answers and access to their specialized services. And as part of our on-going management process, our clients'​ Estate, Tax and Retirement plans evolve with them. IMPORTANT ADVISOR GROUP DISCLOSURES: Securities offered through SagePoint Financial, Inc., a registered broker-dealer, member FINRA/SIPC. Investment advisory services offered through Legacy Financial Group, LLC, a registered investment advisor. SagePoint Financial, Inc. is not affiliated with Legacy Financial Group IMPORTANT: You may only contact me through messages. Disclosure: http://www.sagepointfinancial.com/disclosures/socialmedia/ http://www.finra.org/, http://www.sipc.org/

Offices: 990 W 190th St, Torrance, California 90502, US

View all jobs at Legacy Financial Group LLC

About Legacy Financial Group LLC

LinkedInVisit site
Industry
Financial Services
Company size
2-10 employees
Founded
2002
Headquarters
Torrance, California
LinkedIn followers
32

Address: 990 W. 190th Street Ste. 520,Torrance, CA 90502 Contact: (310) 756-1700. Legacy Financial Group, LLC is composed of dedicated, experienced, and knowledgeable professionals who are trained and registered to offer financial services. By focusing on the full range of Estate, Tax & Retirement Planning, our team can help individuals, businesses and families design, coordinate and implement all aspects of your financial strategy, including preserving the interests of future generations. As one of our clients, you have the opportunity to elevate your portfolio beyond one-dimensional product strategies and generalized investment advice. Our clients not only benefit from the expertise of highly-skilled professional investment managers, but we have nurtured strategic partnerships with several independent attorneys and CPAs to assure our clients will have answers and access to their specialized services. And as part of our on-going management process, our clients'​ Estate, Tax and Retirement plans evolve with them. IMPORTANT ADVISOR GROUP DISCLOSURES: Securities offered through SagePoint Financial, Inc., a registered broker-dealer, member FINRA/SIPC. Investment advisory services offered through Legacy Financial Group, LLC, a registered investment advisor. SagePoint Financial, Inc. is not affiliated with Legacy Financial Group IMPORTANT: You may only contact me through messages. Disclosure: http://www.sagepointfinancial.com/disclosures/socialmedia/ http://www.finra.org/, http://www.sipc.org/

Offices: 990 W 190th St, Torrance, California 90502, US

View all jobs at Legacy Financial Group LLC

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