Client Services Specialist- Farmers Insurance

Jennifer Hickman-Farmers Insurance Agency; San Antonio (TX); Presencial; USD 40.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Life Insurance

Descripción de la vacante

Jennifer Hickman Farmers Insurance Agency in Texas is seeking an experienced Insurance Customer Service Representative to manage client accounts, resolve service needs, and provide high-level support to policyholders in a busy agency environment.

This role requires an active Texas Property & Casualty license and proven experience in personal lines servicing, billing questions, endorsements, renewals, and client retention. Excellent communication and meticulous note-taking are essential.

Formación

• We’re looking for an experienced insurance professional who can confidently step into a busy agency environment and manage client needs with minimal supervision.
• Comfort servicing personal lines policies, communicating with clients, and handling multiple requests with accuracy and follow-through.
• Active Texas Property & Casualty license required with prior insurance customer service or account management experience.

Responsabilidades

• Manage day-to-day servicing needs for existing client accounts.
• Assist clients with policy questions, coverage updates, billing concerns, and account changes.
• Process endorsements and other policy documentation accurately and efficiently.
• Review renewals and proactively communicate with clients when action is needed.
• Handle inbound client calls and complete outbound follow-up.
• Respond to cancellation requests and assist with retention efforts.
• Process premium payments and maintain accurate account documentation.
• Maintain detailed notes and client information within agency systems.
• Identify coverage gaps or additional needs and communicate opportunities to the team.
• Follow through on outstanding service items to ensure client needs are fully resolved.
• Help maintain strong client relationships and overall agency retention.

Conocimientos

Customer service

Communication skills

Organization

Time management

CRM proficiency

Problem solving

Client retention

Bilingual (preferred)

Herramientas

CRM systems

Descripción del empleo

Bring Your Insurance Experience to an Agency That Values Great Service

Jennifer Hickman Farmers Insurance Agency is seeking an experienced Insurance Customer Service Representative who is confident managing client accounts, resolving service needs, and providing the high level of support policyholders expect.

This is not an entry-level insurance position. We’re looking for a licensed professional who already understands the day-to-day responsibilities of servicing insurance policies and can step into a busy agency environment with confidence.

If you're organized, dependable, knowledgeable about insurance, and take pride in creating an excellent client experience, we’d love to hear from you.

About Our Agency

Jennifer Hickman Farmers Insurance Agency is an award-winning agency committed to exceptional service, integrity, and building lasting client relationships.

Our team works together to provide knowledgeable and responsive support while making sure our clients feel confident about their insurance coverage.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Hands on Training
• Career Growth Opportunities
• Life Insurance

Responsibilities

Responsibilities

• Manage day-to-day servicing needs for existing client accounts.
• Assist clients with policy questions, coverage updates, billing concerns, and account changes.
• Process endorsements and other policy documentation accurately and efficiently.
• Review renewals and proactively communicate with clients when action is needed.
• Handle inbound client calls and complete outbound follow-up.
• Respond to cancellation requests and assist with appropriate retention efforts.
• Process premium payments and maintain accurate account documentation.
• Maintain detailed notes and client information within agency systems.
• Identify coverage gaps or additional insurance needs and communicate opportunities to the appropriate team member.
• Follow through on outstanding service items to ensure client needs are fully resolved.
• Help maintain strong client relationships and overall agency retention.

Requirements

Requirements

We’re looking for an experienced insurance professional who can confidently step into a busy agency environment and manage client needs with minimal supervision. You should already be comfortable servicing personal lines policies, communicating with clients, and managing multiple requests while maintaining accuracy and strong follow-through.

An active Texas Property & Casualty license is required, along with previous insurance customer service or account management experience.

The ideal candidate will also bring:

• Strong knowledge of personal lines insurance and common policy servicing procedures.
• Experience with policy changes, renewals, billing questions, and client account requests.
• Excellent written and verbal communication skills.
• Strong organization, attention to detail, and time-management abilities.
• Confidence handling a high volume of inbound and outbound client communication.
• Comfort working with CRM or agency management systems.
• A proactive approach to follow-up, problem-solving, and client retention.
• A professional, dependable, and customer-focused attitude.

Bilingual skills are preferred, but not required.