Customer Service Representative

Job Description

Job Description

Are you ready to join one of the topperforming insurance agencies in the country? To be considered for this role, you must have 2 years of customer service experience, preferably in a fastpaced environment. You must also be able to obtain your P&C license.

Carlos Cruz Insurance Agency, based in San Antonio, TX, is one of the fastestgrowing agencies nationwide and were looking for dedicated Customer Service Representatives to support our clients and strengthen our awardwinning service team.

Our office environment is energetic, collaborative, and fun.

If youre passionate about helping people and solving problems, wed love to hear from you.

A Day in the Life of a Customer Service Representative

• Start your morning with our Daily Team Huddle
• Assist clients over the phone with policy questions, billing, and coverage updates
• Deliver an exceptional customer experience with every interaction
• Support teammates to ensure service goals and retention metrics are exceeded

Why Were One of the Best Workplaces in Texas

Its simple we invest in our people.

1) IndustryLeading Compensation

We reward excellence. Our compensation plan is one of the strongest in the industry, giving you the opportunity to earn a competitive income through performancebased bonuses.

2) Amazing Team Culture

We value teamwork, accountability, and positivity. Youll be surrounded by supportive peers who want to see you succeed.

3) Clear Career Growth

Were always developing future leaders. Every team member has the opportunity to grow professionally and advance within our organization.

Frequently Asked Questions

1) What kind of training will I receive?

From day one, youll receive handson product and service training designed to help you excel in your role and reach your professional goals.

2) Do I need insurance experience?

Not required. Well train you on everything you need to know.

3) Do I need to find my own clients?

No. Youll work with existing clients and inbound requests.

4) Whats the company culture like?

We thrive on collaboration, accountability, and fun. Our culture encourages personal growth, healthy communication, and shared success.

5) Whats the career path?

Customer Service Representatives can grow into senior service roles, retention specialists, trainers, and leadership positions.

6) Is this commissiononly?

No this role includes a strong base salary plus bonus opportunities. Total earnings typically range from $55,000 to $70,000+ per year.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

• Assisting clients with billing, coverage questions, and policy updates

• Advocating for clients by identifying needs and offering appropriate solutions

• Resolving client issues using carrier resources and internal tools

• Supporting retention efforts by delivering exceptional service

• Working in a teambased environment focused on exceeding expectations

• Participating in our performancedriven culture where employees take ownership of their success

• Completing special projects as assigned

• Ability to quickly learn product knowledge to assist clients with accuracy

• Passion for helping clients and solving problems

• Strong attention to detail and commitment to protecting clients from risk

• Proven work ethic with high integrity

• Positive, resilient attitude in a fastpaced call environment

• Ability to build trust and rapport with clients over the phone

• Desire to continually improve and grow professionally

• Adaptability as business needs evolve