Client Service Representative

Jobtailor; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in Houston, TX is seeking an insurance account manager to service existing clients, update policies, and assess coverage needs. You will handle new client data collection, set appointments, and communicate product details to customers.

The ideal candidate holds a Property & Casualty license, has at least two years of experience, and demonstrates strong math, reading skills, and a customer-focused phone manner. Proficiency with agency systems and rating tools is required.

Qualifications

• Property & Casualty license required by your state.
• Minimum of two years of insurance account management experience.
• Strong knowledge of insurance products and usages.
• Strong customer focus and an excellent phone manner.
• Excellent math and reading skills to perform calculations.
• Sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills.
• Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.

Responsibilities

• Provide service to existing clients related to updating policies.
• Answer customer calls and correspondence regarding new or existing insurance policies.
• Work with new clients to understand needs and gather necessary data.
• Set appointments and/or client calls to review existing policies and coverage needs.
• Confer with customers to provide detailed information about products and services.
• Resolve product or service issues by clarifying the customer’s concern.
• Maintain records of customer interactions and transactions.
• Collaborate with team members and mentor staff.

Skills

Customer-focused

Phone etiquette

Attention to detail

Organization

Multi-tasking

Follow-up

Education

Property & Casualty license

Tools

Agency management systems

Rating tools

Carrier websites

Job description

Responsibilities

• Provide service to existing clients related to updating policies
• Answer customer calls and correspondence regarding new or existing insurance policies
• Work with new clients to understand needs and gather necessary data
• Set appointments and/or client calls to review existing policies and coverage needs
• Confer with customers to provide detailed information about products and services
• Resolve product or service issues by clarifying the customer’s concern
• Maintain records of customer interactions and transactions
• Collaborate with team members and mentor staff

Requirements

• Hold Property & Casualty insurance license required by your state
• Minimum of two years of insurance account management experience
• Strong knowledge of insurance products and usages
• Demonstrate strong customer focus and an excellent phone manner
• Excellent math and reading skills to perform calculations
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
• Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation