Customer Service & Sales Representative (CSSR)

Distro
Dallas, Plano
Workplace: OnsiteFull timeUSD 4,000 - 4,000 monthlyFunction: Customer Support (Service Desk)Skills: ["Customer service","Communication","Organization","Multitasking","Attention to detail"]

Serve as the first point of contact for insurance clients, handling policy service requests, billing questions, payments, and coverage inquiries. Support growth by following up on leads, scheduling appointments for licensed agents, and preparing and providing insurance quotes. Identify cross-selling opportunities, maintain accurate client records, process policy changes and transactions, and support daily agency operations while meeting compliance requirements.

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FursaFursa
Distro
Distro
3 days ago

Customer Service & Sales Representative (CSSR)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Serve as the first point of contact for insurance clients, handling policy service requests, billing questions, payments, and coverage inquiries. Support growth by following up on leads, scheduling appointments for licensed agents, and preparing and providing insurance quotes. Identify cross-selling opportunities, maintain accurate client records, process policy changes and transactions, and support daily agency operations while meeting compliance requirements.
Location: Dallas, Plano
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)

Key Responsibilities

  • •Act as the primary point of contact for customers by phone, email, and in person.
  • •Assist with policy changes, billing inquiries, payments, and general service requests.
  • •Answer questions about coverages, policies, and insurance products.
  • •Follow up on leads and prospects; schedule appointments for licensed agents and producers.
  • •Prepare and provide insurance quotes, identify cross-selling opportunities, and maintain accurate client records while processing transactions in a timely manner.

Pay and Benefits

Salary: USD 4,000 monthly

Key Requirements

  • •Active Texas General Lines Property & Casualty License or Texas Personal Lines Property & Casualty License.
  • •Strong customer service skills with excellent verbal and written communication.
  • •Comfort interacting with customers by phone and in person.
  • •Ability to make outbound sales and follow up on leads and prospects.
  • •Strong organizational/multitasking skills with attention to detail and ability to work effectively in an in-office environment.
Experience:Insurance
Skills:Customer serviceCommunicationOrganizationMultitaskingAttention to detail
Licenses:Texas General Lines Property & Casualty LicenseTexas Personal Lines Property & Casualty License
Languages:EnglishSpanish
Tech Stack:Microsoft OfficeAgencyZoomSalesforceRingCentralCRM

Company Brief

Distro
Provides a SaaS platform to simplify app distribution and release management, helping developers and teams build, share, and deploy mobile and web app builds to testers and stores.
Industry: Developer Tools
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