Benefits:

Every other Friday off!

Hybrid- work schedule

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Vision insurance

JOB SUMMARY

The Personal and Commercial Lines Customer Service Specialist is responsible for maintaining solid customer relationships by handling insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

SALARY $45,000-50,000 +commission and performance bonus

DUTIES & ESSENTIAL JOB FUNCTIONS

Answer customer calls and correspondence regarding new or existing insurance policies and service day-to-day service needs of customers.

Review policy renewals for eligibility, coverage, company placement and update management system as needed. Provide customer necessary documents and direction for renewals.

Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.

Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.

Actively solicit increases in coverage or rounding out accounts at every service contact.

Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in agency management system.

Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.

OTHER FUNCTIONS AND RESPONSIBILITIES

Participate in agency marketing activities, meet with carriers, attend CE sessions and other agency functions.

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

Perform administrative duties as needed such as answering phones, opening mail, and greeting visitors.

Additional duties as assigned.

REQUIRED QUALIFICATIONS, ETC.

Hold the insurance license required by the State Of Texas, (or able to get licensed and appointed by carriers) and have a minimum of two years personal insurance account management experience or customer service management experience in a separate field.

Have a Bachelor’s Degree or comparable work experience

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospects.

Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.

Possess excellent math and reading skills to accurately perform simple calculations.

Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.

Have strong sense of urgency, attention to detail, organization, multi- tasking, and follow up skills.

Have excellent time management skills with a personal accountability mindset.

Have technology and computer proficiency including agency management systems.