We are seeking a dedicated and detail-oriented Customer Service Representative to join our team, focusing on Personal Lines Insurance. This role is crucial in ensuring exceptional service to our existing clients by handling policy inquiries, processing payments, assisting with renewals, and conducting policy reviews to identify better coverage options. The ideal candidate will have strong communication skills, a proactive approach to client retention, and a customer-first attitude.

Salary Range: $40,000.00 - $65,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Evenings Off

Dental Insurance

Vision Insurance

Disability Insurance

Health Insurance

Life Insurance

• Experience: Previous experience in an insurance agency or customer service role preferred.
• Licensing: Must have or be willing to obtain a General Lines Property & Casualty License.
• Skills: Strong communication, problem-solving, and organizational abilities.
• Tech-Savvy: Comfortable using insurance agency software, CRM tools, and payment processing systems.
• Customer-Focused: Ability to build rapport, retain clients, and offer exceptional service.
• Detail-Oriented: Strong attention to accuracy when processing payments and policy changes.

Client Support & Communication:

• Answer inbound calls, emails, and inquiries regarding personal insurance policies (Auto, Home, Renters, etc.).
• Proactively call clients to discuss upcoming renewals, ensuring continued coverage and identifying potential policy adjustments.
• Assist clients with billing inquiries, process payments, and set up payment arrangements as needed.
• Handle policy endorsements, address changes, and documentation requests efficiently.

Policy Management & Reviews:

• Offer policy reviews to assess coverage adequacy, recommend additional protection, and identify cost-saving opportunities.
• Educate clients on policy benefits, coverage limits, and potential discounts.
• Work closely with the sales team to cross-sell and up-sell additional insurance products to existing customers.

Retention & Customer Service Excellence:

• Monitor and follow up on renewals, assisting clients with any coverage changes or concerns.
• Resolve customer issues and escalate complex concerns to management when necessary.
• Ensure compliance with company policies and industry regulations while maintaining high service standards.

Since 2013, the Carlos Cruz Insurance Agency has proudly served individuals, families, and businesses across Texas and Oregon, delivering high-quality, affordable insurance solutions backed by one of the most trusted names in the industry—Farmers Insurance.

Based in Northeast San Antonio, our agency is committed to providing exceptional service, personalized coverage options, and expert guidance to help protect what matters most.

As a part of the Farmers Insurance Group, one of the largest and most respected insurance carriers in the country since 1928, we bring our clients the strength of a nationally recognized brand combined with the personal touch of a local agency.

Our experienced team specializes in a full range of insurance products—including auto, home, life, commercial, and more—ensuring our clients have the right protection at every stage of life.

At Carlos Cruz Insurance Agency, we don’t just sell policies—we build lasting relationships based on trust, service, and results.

At the Carlos Cruz Insurance Agency, we don’t just offer jobs—we offer meaningful careers with real growth potential. As part of one of the most respected and recognized insurance brands in the country, Farmers Insurance, our agency combines national strength with local support to give you the tools and environment to thrive.

Career Growth & Advancement

We’re committed to your professional development. Whether you're just starting out or looking to take your insurance career to the next level, we provide a clear path for growth, including leadership opportunities and continuous training.

Industry-Leading Compensation

Our competitive base salary is just the beginning. With uncapped commission and performance bonuses, your earning potential is in your hands.

Comprehensive Training & Support

No experience? No problem. We offer hands-on training, mentorship, and full support to get you licensed and confidently selling—fast.

Team-Oriented Culture

Our agency values collaboration, integrity, and a winning mindset. We celebrate success together and foster a positive, high-energy environment where everyone is motivated to perform at their best.

A Brand You Can Be Proud Of

Farmers Insurance has been protecting families and businesses for nearly a century. When you work with us, you’re backed by a brand known for reliability, innovation, and outstanding customer service.