Customer Service Representative

November 15, 2021
San Antonio, TX
Job Type


We are seeking an Entry Level Client Assistant to join our team! In the Client Assistant role, you will be responsible for providing excellent customer service while providing product and service information to new and existing clients.

Our team members perform a fundamental role in servicing clients, supporting agents and building strong relationships with the community.


  • Provide information about the products and services to help clients protect their homes, cars, lives and retirement

  • Troubleshoot and resolve event issues and concerns

  • Provide customer support and handling customer inquiries

  • Document and update customer records based on interactions

  • Generating quotes, processing payments & reporting claims

  • Provide customer support and handling customer inquiries

  • Develop and maintain a knowledge base of the evolving product and services offerings

  • Conducting policy reviews and providing details on updates

  • Providing excellent client service

  • Relationship building with new and existing clients

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