Legacy Financial Group, LLC
Customer Service Representative CSR
Full Time • El Paso
Benefits:
- Bonus based on performance
- Flexible schedule
- Health insurance
- Paid time off
- Profit sharing
- Training & development
- Tuition assistance
Job description
We are seeking a highly motivated individual for our Customer Service Representative position in our El Paso, TX location. You will be responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, companies, and fellow employees while conducting specific service and marketing activities. NO Insurance or financial services license required. This is an outstanding opportunity for the right person with unparalleled career growth!
Responsibilities
- Foster and maintain excellent relationships with current business partners. Build relationships with prospects through regular follow-up, accurate and timely answers, and general account support. Anticipate, respond to, and follow up on all existing client needs.
- Actively partner, network, and plan for new clients and business opportunities.
- Identify, qualify, and develop business opportunities with new and existing clients, by telephone, online, and through written communication.
- Monitor, review, and report on key metrics to ensure targets are achieved, and execute spreadsheets detailing activity while you are recording the information in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Support and prepare clients for ongoing changes, retention, and maintain strong client relationships.
- Participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Work with new clients in El Paso, TX and the surrounding area and support each other in our office team in an effort to understand customer needs, gather necessary data, research options, and then present those options to the customer.
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
- Review and verify accuracy of tasks and facilitate corrections, as needed, between client and the company.
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken.
Qualifications
- Possess a sense of urgency, attention to detail, multi- tasking, and follow up skills
- Have outstanding organizational skills with an ability to complete assignments without supervision, embrace sound business judgment, strong decision-making and superior written and verbal communication skills
- Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency
- Knowledge of Sales & Marketing
- Experience with customer relations
- You must be coachable and trainable
- Be people-oriented and customer-focused
- Are professionally assertive in developing client relations
- Experience in sales is helpful
- Have the ability to thrive in a growth-oriented environment
Benefits/Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- Bonus Pay
- Additional Commission Pay
Compensation: $43,680.00 - $65,520.00 per year
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
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