Sales Service Representative

Palm Harbor Homes•New Braunfels, TX

1d•Hybrid

About The Position

The Sales and Service Representative is responsible for delivering exceptional customer service while supporting sales and administrative functions within the organization. This role serves as a primary point of contact for customers, agents, and business partners by assisting with policy inquiries, processing transactions, resolving issues, and providing product and service information. The representative works collaboratively across departments to ensure accurate policy handling, customer satisfaction, and retention while identifying opportunities to support business growth. Success in this role requires strong communication skills, attention to detail, professionalism, and the ability to manage multiple responsibilities in a fast-paced environment.

Requirements

Active Property and Casualty license
High School Diploma or equivalent
Excellent verbal and written communication skills
Strong customer service and relationship-building abilities
Ability to multitask and prioritize responsibilities in a fast-paced
Strong organizational skills and attention to detail
Problem-solving and conflict-resolution skills
Basic sales and negotiation abilities
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and general computer systems
Ability to learn and navigate agency management and insurance-related software
Professional telephone etiquette and interpersonal skills
Ability to work independently as well as collaboratively within a team
Strong time management and follow-up skills
Ability to maintain confidentiality and handle sensitive information
Knowledge of insurance products, terminology, and industry practices
Ability to interpret and explain policy information clearly and
Dependable attendance and punctuality
Adaptability and willingness to learn new processes and
High level of accuracy in data entry and document processing
Ability to meet performance, productivity, and service

Nice To Haves

College Degree
Agency experience
Limited Insurance lines license
Project management experience
Systems implementation and automation experience
Previous insurance industry experience, preferably in customer service or sales support
Experience working with agency management systems and policy administration
Bilingual communication skills (English/Spanish preferred)
Knowledge of underwriting, billing, and claims processes
Experience handling inbound and outbound customer communications in a high-volume
Strong sales aptitude with the ability to identify cross-selling and retention
Familiarity with Microsoft 365 applications, including Teams and SharePoint
Experience with data entry, reporting, and document management systems
Ability to build strong relationships with customers, agents, and internal
Strong analytical and decision-making skills
Experience working in a team-oriented and performance-driven
Ability to adapt quickly to changing priorities and business
Professional demeanor with a positive and customer-focused attitude

Responsibilities

Provide exceptional customer service to policyholders, agents, and business partners through professional and timely communication.
Assist customers with policy inquiries, coverage questions, billing concerns, and policy.
Process new business applications, endorsements, renewals, cancellations, and reinstatements accurately and efficiently.
Maintain strong product knowledge to effectively explain insurance products, services, and coverage.
Support sales initiatives by identifying cross-sell and upsell opportunities.
Respond to customer requests via phone, email, and in-person interactions in a courteous and solution-oriented manner.
Ensure all customer interactions and policy updates are documented accurately within company.
Collaborate with underwriting, claims, and accounting departments to resolve customer issues and ensure service excellence.
Meet established performance, productivity, and service quality.
Maintain compliance with company policies, procedures, and state insurance.
Follow up on pending transactions and customer requests to ensure timely.
Build and maintain positive relationships with customers and agency partners to promote retention and customer satisfaction.
Assist with special projects, reporting, and administrative tasks as.
Participate in ongoing training and professional development to remain current on products, systems, and industry changes.