About Us:

InsureOne is excited to bring our trusted insurance services to the Plano community. InsureOne, a part of Confie—one of the largest privately owned insurance brokerages in the United States—has been serving clients for over 30 years, with a growing network of locations across the country.

Our team consists of local, knowledgeable insurance professionals who take pride in delivering exceptional service, competitive rates, and personalized coverage options. We are committed to building lasting relationships with our clients, providing a white-glove experience that prioritizes their individual needs.

Join the winning team at InsureOne, part of Confie, which has been ranked as #1 in Insurance Journal's annual Top 50 Personal Lines Agency for the tenth consecutive year in 2025.

What We Offer:

• Career development in a growing and stable industry
• Opportunity to learn both permits and insurance functions
• Cross-training and advancement opportunities within InsureOne
• Supportive team environment with in-depth onboarding and ongoing training
• Bonus potential after the completion of training
• Comprehensive Benefits package including medical, dental, vision, and life insurance
• Comprehensive 401K plan with competitive employer match
• Paid time off including holidays, vacation, and personal time
• Fitness perks: A corporate discount at 24-Hour Fitness makes staying active more accessible.
• Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost.
• Extra Perks: Access to disability, hospital indemnity, universal life, critical illness, and accident insurance plans. We even offer pet insurance.

Pay Details: Starting pay rate for a Permits CSR is $31,200+ /year(DOE) plus monthly transaction bonuses

Location:  Onsite at: 101 N McColl Rd, McAllen, TX 78501

What You Will Do: 

We are looking for a friendly, detail-oriented, and bilingual Permits CSR to join our fast-paced team. In this role, you’ll support commercial trucking clients by managing permits, assisting with compliance, and offering related insurance services. You’ll play a critical part in maintaining strong client relationships while helping carriers stay on the road.

Key Responsibilities:

• Provide exceptional customer service by building rapport and delivering accurate, timely support
• Accurately process daily permit applications and renewals for both U.S. and Mexican carriers
• Handle walk-in, phone, and email inquiries professionally and efficiently
• Process and reconcile daily cash, credit card, and check transactions
• Maintain detailed client records and documentation using multiple systems
• Prepare and submit filings such as:

• • DOT, MC, and EIN Numbers
  • Form 2290 (Heavy Vehicle Use Tax) Filings
  • US DOT Decals, TX Diesel Reports
  • IFTA Quarterly Tax Filings
  • Permit Renewals and Reinstatements
  • TX NAFTA License Plates and Oklahoma Registrations
  • Fine Negotiations and Payments
• Notify clients when permits or plates are ready for pickup
• Scan, upload, and organize permit documentation
• Cross-sell permit services to insurance customers and vice versa

Required Qualifications:

• 2–3 years of customer service experience
• Minimum 2 years cash handling with end-of-day closeout experience
• High school diploma or equivalent (GED)
• Bilingual: Fluent in English and Spanish
• Strong communication skills and a professional demeanor
• Must pass a background check and financial obligation review
• Must have a valid driver’s license with a clean driving record

Preferred Qualifications:

• Typing speed of 40+ WPM
• Knowledge of Microsoft Word, Excel, and POS systems
• Ability to handle multi-line phones and multitask in a high-traffic environment

#PBU