Insurance Customer Service Representative / Agent Trainee

Equal Parts • Gainesville, TX

9h

About The Position

The Insurance Customer Service Representative is responsible for assisting clients with service needs, answering phones, processing payments, and supporting our agents.
For candidates interested in career growth, we will help guide and support the process of obtaining an insurance license and transitioning into a producing agent role.
Would also accept an experienced insurance producer or customer service individual.

Requirements

• Strong communication and customer service skills
• Organized and detail-oriented
• Comfortable working with computers and office systems
• Positive attitude and willingness to learn
• Bilingual - Spanish/English

Nice To Haves

• Texas Property & Casualty insurance license
• Prior insurance agency experience
• Sales or customer service background

Responsibilities

• Customer Service
• Answer incoming phone calls and assist clients with questions
• Process payments and provide receipts
• Assist with policy changes, renewals, and billing questions
• Communicate with insurance carriers when needed
• Maintain accurate client records in agency systems
• Office Support
• Greet clients who visit the office
• Assist agents with policy servicing and documentation
• Follow up with clients regarding policy needs
• Career Development Opportunity
• Learn the fundamentals of the insurance business
• Work toward obtaining a Texas insurance license
• Transition into a sales/agent role if desired

Benefits

• Competitive salary based on experience
• Opportunity for career advancement into a licensed agent role
• Training and support for obtaining an insurance license
• Positive team environment
• Paid time off and benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed