Customer Service Representative

CHARLES E OSBURN II; Tomball (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Licensing reimbursement

Job summary

CHARLES E OSBURN II is seeking a detail-oriented Customer Service Representative in Tomball, Texas. This role involves working with existing clients to review policy renewals and ensure they receive the best coverage options. Candidates should have at least 1 year of insurance experience or strong customer service skills. The position offers competitive pay, benefits like 401(k) matching, and a supportive casual work environment. Interested individuals must be proactive team players who communicate confidently and professionally with clients.

Qualifications

• Preferred: At least 1 year of insurance experience.
• Open to candidates without insurance experience if they have a strong background in customer service.
• Highly organized with the ability to manage multiple tasks in a fast-paced environment.
• Strong communication skills (both written and verbal).
• Detail-oriented with excellent follow-through.

Responsibilities

• Review and discuss upcoming policy renewals with clients.
• Re-market policies across multiple carriers for competitive pricing.
• Rewrite policies when a better option is identified.
• Process policy endorsements and updates.
• Maintain consistent follow-up on tasks until completion.
• Communicate professionally and clearly with clients.
• Build and maintain strong client relationships.

Skills

Customer service

Communication skills

Organization

Attention to detail

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off

We are an independent insurance agency focused on building long-term relationships with our clients by providing personalized service and competitive coverage options. We’re a casual office environment with a supportive team that values efficiency, accountability, and great client service.

Position Overview

We are looking for a highly organized and detail-oriented Customer Service Representative (CSR) to join our team. This role is centered around working with existing clients—reviewing policy renewals, remarketing coverage options, and ensuring each client is getting the best value available.

Key Responsibilities

• Review and discuss upcoming policy renewals with clients.
• Re-market policies across multiple carriers to ensure competitive pricing and coverage.
• Rewrite policies when a better option is identified.
• Process policy endorsements and updates.
• Maintain consistent follow-up on tasks until completion.
• Communicate professionally and clearly with clients via phone, email, and in person.
• Build and maintain strong client relationships.

Qualifications

• Preferred: At least 1 year of insurance experience.
• Open to candidates without insurance experience if they have a strong background in customer service, account management, or administrative roles.
• Highly organized with the ability to manage multiple tasks in a fast-paced environment.
• Strong communication skills (both written and verbal).
• Detail-oriented with excellent follow-through.

Licensing Requirements

• Active Property & Casualty license preferred.
• If not currently licensed, must obtain within 90 days of employment (reimbursement provided).

What We’re Looking For

• Someone who takes ownership of their work and follows tasks through to completion.
• A proactive, dependable team player.
• Professional and confident communicator with clients.
• Comfortable working in a fast-paced environment.

Compensation & Benefits

• Competitive pay (based on experience).
• Paid Time Off (PTO).
• 401(k).
• Licensing reimbursement (if applicable).

Casual office environment.