Gestor de Cuentas de Seguros

El Dorado Insurance Agency, Inc.; Houston (TX); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Hybrid work option

Job summary

El Dorado Insurance Agency, Inc. in Houston, TX seeks a Customer Service Representative to maintain solid client relationships by handling inquiries with speed and professionalism through daily interaction with customers, carriers, and colleagues.

Responsibilities include updating policies, providing quotes, taking payments, answering questions, processing renewals, and resolving issues while maintaining accurate records in the agency management system.

Qualifications

• Must hold a Texas P&C Insurance License.
• Strong knowledge of insurance products, pricing, and underwriting procedures.
• Excellent phone manner and written and verbal communication skills.
• Ability to stay organized, multi-task, and follow up with customers.

Responsibilities

• Provide service to existing clients: updating policies, quotes, taking payments, documentation.
• Answer calls and correspondence regarding new or existing policies and service all claims.
• Set appointments or client calls and support a producer to review policies, liability limits, and renewals.
• Clarify customer concerns, determine the cause, explain best solution, expedite correction, and follow up.
• Maintain records of interactions in the agency management system.
• Collaborate with team, mentor staff, and participate in meetings.

Skills

Customer service

Communication

Phone etiquette

Detail oriented

Multi-tasking

Problem solving

Education

Texas P&C Insurance License

Job description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

The Customer Service Representative at El Dorado Insurance Agency, Inc. 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. This position is hybrid so must live in the Houston or surrounding cities.

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.
• 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, 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.
• 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 a Texas P&C Insurance License.
• 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.

Flexible work from home options available.