Gerente de Cuentas de Seguros

Dreiss Insurance Agency; Boerne (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Competitive pay

Professional development

Job stability

Job summary

Dreiss Insurance Agency is hiring a Customer Service Representative to maintain strong client relationships, handle inquiries, and support daily customer interactions with carriers and staff.

The role focuses on providing timely service, quotes, documentation, and policy updates, with emphasis on accuracy and professionalism. Training and development are available as the agency grows.

Qualifications

• Hold Texas insurance license or obtain within first 90 days (fees provided).
• Strong knowledge of insurance products, coverages, and operations.
• Excellent phone manner and written/verbal communication skills.

Responsibilities

• Provide service to existing clients: update policies, quotes, payments, documentation.

Skills

Customer service

Phone etiquette

Communication skills

Time management

Problem solving

Math skills

Tools

Agency management system

Rating tools

Carrier websites

Job description

Benefits:

• Health insurance
• Paid time off
• Training & development

The Customer Service Representative at Dreiss Insurance Agency is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks:

• Competitive Pay.
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
• Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Hold insurance license required by Texas or obtain license within the first 90 days of employment (fees provided).
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
• Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
• Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.