Join the PRIME Team at Oliveira Insurance Agency as a Customer Service Representative – Build a Career with Purpose in Lewisville, Texas!

The Role – Job Overview

Are you a natural helper who thrives on making other people’s lives easier? Do you enjoy problem-solving, staying organized, and creating a positive experience for customers? If so, we want to meet you!

We’re looking for a Customer Service Representative (CSR) who’s professional, dependable, and genuinely cares about people. As the first point of contact for our valued clients, you’ll play a vital role in supporting policyholders, resolving issues, processing changes, and ensuring our clients feel heard and taken care of. You don’t need insurance experience to apply — just a can-do attitude and strong people skills.

This is NOT a call center environment — it’s a small, high-performing team with a strong support system and a commitment to excellence.

Next Steps After Applying – Important Instructions

Step 1: Check your email for a link to complete the required personality assessment.

After applying, check your email for a link to the required assessment.

Step 2: After completing the assessment, you’ll receive another email with a link and instructions to complete a short 5-question video interview using our video software.our video software. You can complete this on your own time — no live interview required.

Both steps must be completed within 72 hours to be considered for the position.

Check your inbox and spam/junk folder to ensure you don’t miss the emails.

About Us

Oliveira Insurance Agency is a Farmers Insurance agency located in Lewisville, Texas, proudly ranked in the Top 10% of Farmers Agencies nationwide, and on a mission to reach the Top 1%. We’re building a team of high-performers who thrive in a supportive, growth-driven environment.

We’re now hiring a Bilingual Customer Service Representative (Portuguese or Spanish) who can deliver an exceptional client experience while supporting our internal team. If you’re detail-oriented, people-focused, and enjoy helping others, we’d love to meet you.

Salary Range: $35,000.00 - $60,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Flexible Schedule

What We're Looking For

• Customer Service or Admin Experience: Prior experience in an office, customer service, or administrative role is highly preferred. Insurance background is a plus, but not required.

• Language Skills: Bilingual in Spanish or Portuguese AND English is required to best serve our client base.

• Dependability & Integrity: You’re reliable, organized, and operate with a high level of professionalism and trustworthiness. You will work out of our agency in Lewisville, Texas. THIS IS NOT A REMOTE POSITION.

• Communication Skills: Strong phone etiquette, written communication, and interpersonal skills are essential.

• Tech Comfort: You’re comfortable working with multiple systems, CRMs, and email — and can adapt quickly to new platforms.

• Coachability & Team Attitude: You’re eager to learn, take feedback well, and thrive in a collaborative environment.

• Positive Mindset: You approach each day with a can-do attitude and a focus on solutions, not just problems.

What You Bring to the Table

• Empathy & Service Orientation: You genuinely enjoy helping people and finding the best solution for their needs.

Detail-Focused: You catch the small things others miss — accuracy and organization are your strengths.

Bilingual Advantage: Your fluency allows you to better connect with and support a broader range of clients.

Collaborative Energy: You enjoy working with others toward a shared goal and know how to keep things positive, even under pressure.

FAQs:

What kind of training will I receive?

Answer: You'll receive paid onboarding and hands-on training tailored to customer service responsibilities. We also provide support to help you obtain your insurance license if needed.

Is prior insurance experience required?

Answer: No! If you bring a great attitude and solid service skills, we’ll train you on the rest.

Will I need to sell insurance in this role?

Answer: No cold calling or sales quotas in this role. While there may be cross-service opportunities to transfer to the sales team, your main focus is on supporting existing clients.

What is the company culture like?

Answer: We’re a tight-knit team with a strong sense of purpose. We work hard, celebrate wins, and value people who take initiative and show kindness to teammates and clients alike.

Is this a commission-based role?

Answer: No. This position includes a base salary with bonus opportunities, based on performance and client satisfaction.

Is there a career path?

Answer: Absolutely. Many of our team members grow into licensed roles, leadership positions, or specialty roles depending on their strengths and goals.

Next Steps:

If you’re ready to join a high-performance team that values service, growth, and community, apply today!

The Role – Key Responsibilities

As a Customer Service Representative, you’ll be the first point of contact for our existing clients — ensuring their questions are answered, their policies are serviced accurately, and they feel genuinely cared for. This is a client-facing role that emphasizes empathy, organization, and communication over high-pressure sales.

Key Responsibilities:

• Client Support & Service: Answer phone calls and emails, assist with billing questions, policy changes, certificates of insurance, and claims follow-up with professionalism and care.

• Account Management: Review client accounts for accuracy and proactively identify opportunities for improvement, cross-service, or renewal touchpoints.

• Process Efficiency: Maintain detailed records in the agency system (e.g., customer interactions, documentation, and updates).

• Team Collaboration: Work closely with the sales team and agency leadership to ensure smooth transitions between service and sales-related tasks.

• Bilingual Communication: Use your fluency in Portuguese or Spanish and English to better serve our diverse client base and build trust within the community.

• Retention & Renewals: Assist in sending renewal notices, following up on pending documentation, and keeping policyholders informed and supported throughout their policy lifecycle.

About Our Farmers Insurance Agency - Matheus Claro De Oliveira

Our Insurance Agency is located in Lewisville, Texas here in DFW and we're up to big things! 

We're proud to be recognized as a Toppers Club Agency by Farmers Insurance, an achievement club reserved for the top 10% of Farmers Insurance agencies nationwide. Achieving this distinction for the second consecutive year in 2024 for our production in 2023 speaks volumes about our commitment to excellence. However, we're not stopping there. Our sights are set on the prestigious President's Council, awarded to the top 1% of agencies nationwide. To attain this esteemed status, we're seeking individuals who are ready to embrace challenges and contribute to our quest to rank among the elite 1% of our organization.

At our agency, we specialize in providing comprehensive insurance solutions, including Auto, Home, Business, and Life insurance, tailored to safeguard our clients' assets and provide them with peace of mind. We take pride in our multicultural approach, serving insureds who speak multiple languages, including English, Portuguese, and Spanish.

If you're passionate about joining a winning and competitive culture, where each day offers new opportunities for growth and success, then your search ends here. Join us, and together, let's shape the future of insurance.

Join Oliveira Insurance Agency for an energetic and professional atmosphere in the insurance industry. Our mission is rooted in protecting what matters most to our clients. Be part of a dynamic team dedicated to providing top-notch service and innovative insurance solutions. Choose us for a fulfilling career where you can make a real difference.