Client Services Pro - Insurance & Renewals

Stewart Title; Austin (TX); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) matching

Employee stock purchase program

Employee discounts

Job summary

Stewart Insurance is seeking an energetic and service-driven client services representative who is passionate about building strong client relationships and delivering exceptional client experiences. This role supports and services existing commercial insurance clients, proactively managing policy renewals, assisting with coverage changes, billing inquiries, and other service requests.

The Client Services Representative works closely with our insurance advisors and carrier partners to ensure

Qualifications

• Bachelor’s degree in a relevant field preferred.
• General Lines Agent license preferred but not required.
• Insurance experience (commercial lines) and renewals are a plus.
• Strong account management and client service experience including renewals and follow-up.
• Proficiency with computer systems and CRM platforms.

Responsibilities

• Supports transactions by assisting customers with inquiries through strong communication skills and relationship-based service.
• Looks for opportunities to deepen client relationships through anticipatory needs and education.
• Typically follows established procedures to perform routine assignments and solve standard problems.
• Analyzes basic information and standard practices to make decisions impacting client protection and retention.
• Individual contributor with direct oversight in a fast-paced, team-oriented environment.
• Performs all other duties as assigned by management.

Skills

Communication skills

Customer service

Relationship building

Education

Bachelor's degree

Tools

CRM software

Job description

Stewart Insurance is seeking an energetic and service-driven client services representative who is passionate about building strong client relationships and delivering exceptional client experiences. This role supports and services existing commercial insurance clients, proactively managing policy renewals, assisting with coverage changes, billing inquiries, and other service requests.

The Client Services Representative works closely with our insurance advisors and carrier partners to ensure