Job Application - World Insurance Associates

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Fleet Specialist - Pharr, TX

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Position Summary

  • The Fleet Specialist’s main task is to offer full range of customer service to all clientele by phone, email and fax. This includes but is not limited to handling outgoing and incoming calls. The level of customer service offered should be of the highest quality.


Essential Duties and Responsibilities

  •        Gathering pertinent information essential to prospecting fleets
  •        Outbound calls to provide prospects with information about trucking insurance
  •        Support customer by retrieving necessary information & answering any questions
  •        Seek support and report directly to Operations Manager
  •        Complete initial file screening
  •        Educate customers about products and services
  •        Fill out and submit applications as needed
  •        Retrieve and enter customer information into database
  •        Follow up with requests and submissions
  •        Assist in processing finalization or quotes



·       High school diploma or GED required

·       Previous experience in insurance industry preferred

·       Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

·       Able to work independently and enjoy a high degree of interaction with team members.

·       Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.

·       Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.

·       The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.

·       Ability to maintain a professional demeanor and positive attitude

This description is not meant to be all-inclusive.  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within the full job description (which will be provided upon interview) are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.