Job Description

EMPLOYEE BENEFITS - CUSTOMER SERVICE ASSOCIATE

ABOUT CUELLAR & ASSOCIATES, LLC:

We are a Financial Services brokerage that offers the product customization and the highest levels of client servicing. Founded in 1992, a San Antonio based company, also successfully operating in the South Texas region. This is an exciting time for our organization, we are in growth mode, this position will be instrumental in the company’s overall success. 

At Cuellar & Associates we are seeking highly motivated, purpose driven individuals who desire to grow their careers with us and care for their clientele as much as we do. Your success is our success. Therefore, we will provide you training, mentorship, technology and the momentum to develop professionally. You do not just work for us, you work with us.

POSITION DETAILS:

Responsible for contacting prospective clients using multiple forms of communication including but not limited to phone calls, emails, and social media.  This will include inputting them into the agency database. Communication to external prospects, leads or clients will vary based on individual goals. Multiple options for continued growth and expansion within department.

WHAT TO EXPECT

• Medical, Dental, Vision, Voluntary and Accident/ Life Benefits
• Collaborative and energetic work environment
• 19 Divisions to serve all your client’s insurance & financial needs
• Equal Opportunity Employer

RESPONSIBILITIES

• Provide and assist with general clerical and administrative support to staff including handling email generation, researching and gathering information
• Contacting set number of clients/prospects each day with phone calls and emails
• Entering clients/prospects into management database
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow team members
• Experience or strong willingness to develop key relationships and market our products within community organizations and the local business community

QUALIFICATIONS

• High school diploma or GED
• Must possess effective verbal and written communication skills
• Prior experience in customer service, insurance industry preferred
• Friendly, outgoing, positive personality
• Must be able to type at least 40 wpm

Must Have

• Cell Phone
• Ability to pass comprehensive background check
• Reliable transportation

COVID-19 considerations: All staff is required to wear mask and to social distance when in the office.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status and other legally protected characteristics.

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