Insurance Customer Service Representative / Agent Trainee

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.

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

Required

• 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

Preferred (but not required)

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

• 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