Customer Service Representative

Job Description

Job Description

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in.

No prior experience is necessaryApply for the position today by completing the form and completing the assessment.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Responsibilities

Take full ownership of assigned service requests from start to resolution

Proactively identify next steps without waiting to be told

Handle inbound and outbound customer service calls, emails, and texts

Accurately document all customer interactions and actions taken in the agency management system

Follow up on open items, pending carrier actions, and customer requests until completed

Manage time effectively and stay focused on assigned priorities throughout the day

Assist clients with policy changes, billing questions, cancellations, and reinstatements

Monitor late payments and cancellation notices and take appropriate action to retain customers

Cross-sell additional insurance products when appropriate and flag opportunities for sales

Communicate clearly with insurance carriers to resolve client issues

Support onboarding of new policies after sale

Maintain professionalism and accountability in all customer interactions

Requirements

Active Texas Property & Casualty insurance license (required)

Ability to work independently and recognize what needs to be done without constant direction

Strong follow-through and attention to detail

Comfortable managing multiple tasks and seeing them through to completion

Prior insurance customer service experience preferred

Strong phone communication and customer service skills

Reliable, punctual, and able to stay on task without frequent redirection

Comfortable with accountability, metrics, and performance expectations

Willingness to follow established processes and documentation standards