Customer Solutions Representative

Colonial Group; League City (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Colonial Group in League City, TX seeks a Customer Solutions Representative to support policyholders with insurance questions and payments. This in-person role focuses on accurate information delivery, issue resolution, and maintaining a professional customer experience.

You will handle calls, update policy details, and assist with underwriting changes while developing skills in CRM systems and payments processes. Excellent communication and reliability are required.

Qualifications

• High school diploma or equivalent.
• 1–2 years of experience in a professional customer-facing environment.
• 1–2 years using MS Office, CRM systems, ticketing systems or email platforms.

Responsibilities

• Answer incoming calls, take payments, confirm policy information, and update details for first-call resolution.
• Provide accurate policy details, coverage information, product guidance and interpretations after validating identity.
• Notify underwriting of changes in risk.
• Build expertise in systems used to access policy status and inquiry data.
• Review, create and update payment plans and auto-draft setup for insureds.
• Identify funds to reinstate lapsed policies with proper approvals and documentation.
• Meet productivity and quality goals consistently.
• Deliver outstanding service with ownership of each call from start to finish.
• Assist with assigned projects.

Skills

Customer service

Communication

Problem solving

Multitasking

Attention to detail

Attendance & punctuality

Education

High school diploma

Tools

MS Office

CRM systems

Ticketing systems

Email platforms

Job description

Join Our Customer Service Team – Customer Solutions Representative | League City, TX

Be the Voice That Makes a Difference

Are you passionate about helping people and creating positive customer experiences? Join our Customer Service team and become a trusted resource for clients by providing support, answering questions, and helping resolve concerns with professionalism and care.

In this role, you'll be at the heart of the customer experience, assisting policyholders with their insurance needs while building valuable skills in communication, problem-solving, and customer service. Every interaction is an opportunity to make a meaningful impact by delivering solutions and creating confidence in our products and services.

If you thrive in a fast-paced environment, enjoy helping others, and take pride in providing exceptional service, we'd love to hear from you.

What You'll Do

As a Customer Service Representative, you will:

• Respond to incoming calls by taking payments, confirming basic policy information, and updating account or policy details while working toward first-call resolution.
• Provide accurate and complete information to authorized parties, including policy details, coverage information, product guidance, and policy interpretations while validating caller identity and authority.
• Notify underwriting of changes in risk.
• Build expertise in systems used to access and share policy status, policy data, and inquiry information.
• Review, create, and update payment plans, including auto-draft setup, billing premiums to insureds, and reviewing premium payment applications.
• Identify funds needed to reinstate lapsed policies and ensure required approvals, documentation, forms, and payments are completed according to guidelines.
• Consistently meet productivity and quality goals.
• Deliver outstanding customer service by taking ownership of each call from start to finish while maintaining a positive, professional phone presence and communicating clearly with clients.
• Assist with assigned projects.

What Makes You Successful

You are someone who:

• Enjoys helping customers and solving problems.
• Communicates clearly and professionally.
• Can balance multiple priorities while maintaining accuracy.
• Learns new systems quickly and adapts to changing circumstances.
• Works well in a fast-paced, customer-focused environment.
• Takes ownership and follows through to resolution.

Required Qualifications

• High school diploma.
• One to two years of experience.
• 1 to 2 years of experience using computer software in a professional, educational, or customer-facing environment, including MS Office, CRM systems, ticketing systems, or email platforms.
• Strong problem-solving and multitasking skills.
• Attention to detail.
• Ability to communicate clearly and professionally, both verbally and in writing.
• Ability to maintain attendance and adhere to scheduled work shifts.

Preferred Qualifications

• Bilingual (English/Spanish) skills.

Additional Requirements

• Quickly learn and use multiple systems and processes.
• Document customer interactions clearly, accurately, and completely.
• Perform effectively in a fast-paced environment with frequent interruptions and changing priorities.
• Reliable transportation to and from the designated office location, as this is an in-person position.

Why Join Us?

• Make a direct impact on the customer experience every day.
• Build valuable insurance and customer service expertise.
• Gain experience working with multiple systems and business processes.
• Join a collaborative team focused on helping customers and supporting one another.
• Develop skills that can open doors to future career growth opportunities.