Customer Service Sales Representative

David Bond Farmers Insurance
MONTGOMERY, TX, US
$30K-$65K a year
Full-time
Quick Apply

Join our team as an experienced insurance agent and help us drive our business forward. We are looking for a motivated professional who excels in building strong client relationships and expanding customer portfolios.

You will play a key role in identifying clients' unique insurance needs, offering tailored coverage options, and providing exceptional service.

This position is perfect for someone who values a personalized approach to sales and is eager to develop strategies for new insurance offerings, manage policy updates, and ensure clients receive the best solutions.

Are you ready to join an award-winning team and take your career in insurance sales to new heights? Apply Now!

Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Mon-Fri Schedule

Evenings Off

Hands on Training

Career Growth Opportunities

Responsibilities

  • Meet new business production goals and objectives as established
  • Develop insurance quotes, makes sales presentations, and closes sales
  • Secure all Trailing Documents from customers
  • Complete Evidence of Insurance requests
  • Take premium payments for customers
  • Handle policy change requests for customers
  • Ask each customer for referrals and explain our referral program
  • Treat each customer contact as a cross and up-sell opportunity including financial products
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information
  • Answer and return all phone messages promptly
  • Be outstanding at relationship building

Requirement

General Lines Property & Casualty license (Required)

General Lines Life & Health license (Preferred)

Ability to Commute : Montgomery, TX 77356 (Required)

Minimum 1 year prior customer service experience (Required)

Possess an upbeat attitude with a willingness to learn.

Proficiency to multi-task, follow-thru and follow-up

Professional phone etiquette

Strong communication

13 days ago
Related jobs
Promoted
WESCO
TX, United States

As a Customer Service Representative, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will analyze a customer's service needs and refer to other service or technical departments for follow up as needed. Support customer base b...

Promoted
DHL
Conroe, Texas

Opportunities are endless at DHL Seeking PT & FT Customer Service Representatives to: Resolve product or service problems by clarifying the customer's complaint, determining the cause of the problem, selecting and explaining the best solution and expediting correction or adjustment; Maintain custome...

Promoted
Family Dollar
TX, United States

As a Family Dollar Customer Service Representative you will be responsible for providing exceptional service to our customers. Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answering questions regarding the store and merchandise...

Intuit - TurboTax
Texas, US
Remote

As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...

Matt Springer - State Farm Agent
Conroe, Texas

As our Customer Service Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. Establish customer relationships and follow up w...

Why Knot Travel
TX, us

Currently, we're in search of a Remote Group Travel Customer Service Representative to join our dynamic team. In this distinctive role, you'll be tasked with providing exceptional customer service to group travelers, ensuring their journeys are seamless and leave lasting impressions. Previous custom...

Intuit - TurboTax
Texas, US
Remote

The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following:. We're looking for enthusiastic individuals who are eager to lea...

Speedy Stop
Conroe, Texas

Every Customer Sales Representative reports to the Store Manager and is responsible for providing Speedy Stop customers with the best buying experience possible. Customer Sales Representatives accept responsibility, especially when management is absent from the store. Greet customers with a friendly...

Intuit - TurboTax
Texas, US
Remote

As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service. To be successful in thi...

Impact Fire Services
Texas, USA

Fire Sprinkler Sales Representative. Establish contact with prospective and qualified potential buyers of new installations, system modifications, upgrades and service by scheduling sales calls, managing existing relationships, and following up on leads. Develop and maintain new and existing custome...