What are the responsibilities and job description for the Customer Service Representative position at Perez Financial Group?
Customer Service Representative
Perez Financial Group – Edinburg, TX
Full-Time | 40 Hours per Week
Monday-Friday | 8:30 AM - 5:30 PM
Do You Love Helping People and Solving Problems?
Perez Financial Group is looking for a high-energy Customer Service Representative who genuinely enjoys helping clients, solving problems, and staying busy in a fast-paced environment.
We're not looking for someone who simply answers phones. We're looking for someone who takes ownership, goes the extra mile, loves learning new things, and thrives on delivering exceptional customer experiences.
If you're coachable, positive, technology-savvy, and enjoy being part of a team that serves people with excellence, we'd love to meet you.
What You'll Do
- Provide outstanding customer service to clients by phone, email, and in person in both languages ( English and Spanish)
- Assist clients with questions, requests, and account servicing needs in English and Spanish
- Resolve problems quickly and professionally
- Follow up with clients to ensure exceptional service
- Maintain accurate client records and documentation
- Work closely with team members to support daily operations
- Learn and stay up to date on insurance products, processes, and technology
- Handle multiple tasks efficiently in a fast-paced office environment
What We're Looking For
Required Qualifications:
- Minimum 3 years of exceptional customer service experience
- Strong computer and technology skills
- Fast and accurate typing skills
- Excellent communication and problem-solving abilities
- Positive attitude and willingness to learn
- Team-player mindset
- Dependable, organized, and detail-oriented
- Ability to multitask and work efficiently under pressure
- Coachable and open to feedback
- Must be professionally fluent in both English and Spanish, including the ability to speak, read, write, and translate information accurately between both languages without assistance. This position requires communicating with clients in both English and Spanish throughout the day.
Preferred Qualifications:
- Health Insurance License (preferred but not required)
- Life Insurance License (preferred but not required)
- Sales experience (a plus, but not required)
- Insurance Experience 3 years (preferred but not required)
Who Will Thrive Here
You may be a great fit if you:
- Love helping people
- Enjoy solving problems
- Learn new systems quickly
- Take initiative without being asked
- Stay productive throughout the day
- Embrace change and growth
- Are naturally positive and energetic
- Believe in providing "above and beyond" service
Who Is NOT a Good Fit
This position is not ideal for individuals who:
- Prefer slow-paced environments
- Struggle with technology or learning new software
- Dislike multitasking
- Need constant supervision to stay productive
- Resist feedback or coaching
- Are uncomfortable adapting to change
Benefits
- Health Insurance Stipend
- Paid Time Off (PTO)
- Paid Holidays
- Professional Development Opportunities
- Supportive Team Environment
- Growth Opportunities Within the Company
Location
Edinburg, TX
Schedule
- Full-Time
- 40 Hours Per Week
- Monday-Friday
- 8:30 AM - 5:30 PM
Apply Today
If you're passionate about helping others, enjoy a fast-paced work environment, and are looking for a career where you can grow and make a difference, we'd love to hear from you.
Pay: $14.00 - $17.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $14 - $17