Hybrid Personal Lines CSR - Customer Retention

First United Bank; Plano (TX); Hybrid; USD 40,000 - 55,000; Full time

Job summary

First United Bank in Plano, Texas is seeking an Insurance Personal Lines Customer Service Agent. The primary role involves assisting customers with inquiries related to their insurance policies. This position is vital in maintaining customer relationships and ensuring policy retention.

The ideal candidate will have customer service experience and may hold an insurance license. This is an in-office position following a 4-1 workweek model, with remote work available one day a week.

Qualifications

• 1+ years of experience in customer service is preferred.
• Ability to assist customers with inquiries and service requests.
• Must have or be willing to obtain an insurance license.

Responsibilities

• Assist customers with billing and claims inquiries.
• Track renewals and cancellations on policies.
• Support sales agents with new business quoting.

Skills

Customer service skills

Knowledge of insurance policies

Proficient in Microsoft Office

PC operating systems

Education

College degree preferred

Insurance License

Tools

Agency management systems

Carrier websites

DocuSign

RightFax

Job description

First United Bank in Plano, Texas is seeking an Insurance Personal Lines Customer Service Agent. The primary role involves assisting customers with inquiries related to their insurance policies. This position is vital in maintaining customer relationships and ensuring policy retention.

The ideal candidate will have customer service experience and may hold an insurance license. This is an in-office position following a 4-1 workweek model, with remote work available one day a week.