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Job Description

Company Overview

Hall Financial provides insurance benefits to help protect peoples assets. Our mission is to offer customer support at the highest level while protecting what matters most. Our clients request our services to provide lasting coverage for their families.

We are hiring Client Service Representatives who are responsible for ensuring a high level of service and satisfaction while matching client needs to products and services. With our award-winning training programs we are ready to provide you with the skills necessary to be able to work with our clientele even with no experience!

As a company we choose to focus on both the professional and personal development of everyone we bring onto our team knowing that the better prepared our representatives are for adversity in life, the better prepared they will be to handle obstacles professionally.

Job Summary

Over the past three years we have had massive and sustainable growth, reaching over 100% growth in the last two years alone. With growth comes new locations, and with new locations comes the need to fill positions with individuals who fit our team model and unique office culture.

We are looking for candidates from various backgrounds who enjoy a team styled approach towards building a business and appreciate a company that takes pride in making the day to day tasks competitive, fun, and rewarding. We believe that by creating an atmosphere in which people can thrive, our staff will stay positive and energetic leading to happy and satisfied clients.

Responsibilities and Duties

The main position we will be filling immediately is for our Client Service Representative positions specifically for those looking to get involved with our Management Training Program. This career path will teach our newest team members how to properly interact and engage with the niche clientele we service while preparing those individuals for roles within the organization involving training new staff members, hiring office personnel, leading a team, while building a strong office culture.

  • Inbound/Outbound Calls
  • Servicing Existing Clientele
  • Sales Contracts
  • Scheduling New Appointments/ No Cold Calling
  • Data Entry

The Client Service Representative handles requests from new or existing customers over the phone. Consults with customers about product and service needs, and makes product recommendations. Meets individual and department metrics while maintaining customer satisfaction. Performs job duties consistent within safety, legal, and regulatory requirements; company standards, culture and business practices. Acts with the highest level of business and personal ethical standards in all aspects of job performance.

Qualifications and Skills

  • Valid Drivers License
  • Minimum Education and Experience:
  • High School Diploma or GED required; college degree preferred
  • Have excellent skills with communication and customer relations.
  • Have strong organizational skills and great attention to detail.
  • Be service oriented/ people person/ call center experience preferred.
  • Be have basic computer skills and knowledge of Windows and Microsoft office.
  • Flexible and adaptable to change with excellent time management


  • Health Dental
  • Life Insurance
  • Stock Purchase Plan
  • Performance-based Compensation
  • Residual Income
  • Merit Based Promotions and Recognition


Associated topics: answer, associate, call center associate, call center specialist, coordinator, customer service, internship, service specialist, telephone, tsr

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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