Customer Service Representative Application

 Job Description

Financial Freedom Insurance has great career opportunities for insurance service associates.

Customer Service Representative's role is to support the retention of long-term, quality clients by executing an orchestrated production system to fulfill clients' needs and expectations. Ready to join our team? Here’s everything you need to know.

Customer Service Representative Benefits:

  • Quality training to give thorough knowledge in the field.

  • A great work environment and company culture.

  • Knowledgeable, encouraging, supportive and present leadership

  • We are A+ BBB-accredited and proven.

  • We are well-known and work with trusted carriers.

  • Career-growth and lots of learning opportunities for aspiring minds

Customer Service Representative Job Requirements:

  • Minimum of 1 year of customer support/solutions phone experience.

  • Speaks fluent English (Spanish Bilingual is a plus)

  • Action-oriented, ability to implement defined objectives, and act independently required.

  • Excellent communication, problem-solving, listening, and interpersonal skills required.

  • Excellent Communication/relational aptitudes.

  • Possess an upbeat, positive, and eager frame of mind.

Customer Service Representative Responsibilities:

  • Answer incoming phone calls and return all phone messages promptly

  • Verify phone numbers, addresses, and email addresses with each customer contact and update customer information.

  • Responding to customer inquiries with compassion and active listening and select the best solution in an efficient manner

  • Providing full lifecycle customer service and sales where you could accept inbound and make outbound calls to provide follow up

  • Opening and maintaining customer accounts and information

  • Resolving customer technical issues with patience and understanding

  • Identifying additional needs customers may have and help them to upgrade products or services

  • Develop insurance quotes, makes sales presentations and closes sales.

  • Process customer policy change requests.

  • Secure all Trailing Documents from customers.

  • Complete Evidence of Insurance requests.

  • Immediately greet all customers, entering the office, in a friendly and helpful manner.

  • Accept premium payments from customers.

  • Treat each customer contact as a cross and up-sell opportunity including financial products.

  • Assisting individuals in understanding their coverages and selecting the right products, services, and best solutions to meet their personal Life/Health and Property & Casualty needs.

  • Obtain a company-sponsored temporary state insurance license during the health insurance open enrollment period to assist with enrollments.

  • Work towards obtaining both Life/Health and Property & Casualty insurance licenses to be eligible to assist with future sells, cross-sells, and upsells.

Hours of operation:

  • Monday through Friday from 10 AM-6 PM (Some weekends as business demands)

Job Type:

  • Part-time (Shift #1= 9:30 AM-2:00PM) (Shift #2= 2:00PM-6:30PM)

  • Full-time (Shift 10am-6pm)

  • $10-$12/HR

*Shift times are increased during the open enrollment peak season to cover increased workload.

Click the button below to complete the job application.


1229 E. Pleasant Run Rd. #214

DeSoto, Texas 75115


Toll Free: 888-519-9040

Local: 972-898-9362

Text: 972-898-9362

Fax: 214-308-2011

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