Hybrid: Personal Lines Insurance Support Specialist

First United Bank; Moore (OK); On-site; USD 32,000 - 46,000; Full time

Job summary

First United Bank in Plano, TX seeks a personal lines customer service agent to assist customers and support our sales staff with policy maintenance and retention. The role emphasizes accurate billing, endorsements, and renewals while coordinating with underwriting and quotes.

This in-office position requires familiarity with agency systems, Microsoft Office, and DocuSign. Four days on-site per week with one remote day, college degree preferred and licensing beneficial.

Qualifications

• College degree preferred.
• Industry knowledge preferred.
• Insurance license preferred.
• Obtain and maintain applicable licensing.

Responsibilities

• Service Personal Lines Book of Business.
• Endorsements.
• Billing/payments (monthly installments, questions & mortgage down payments).
• Claims.
• Renewal tracking.
• Cancellation tracking and process (pending and cancelled).
• Underwriting issues on policies.
• Remarkets: quote rounds for existing PL business; backup for new PL business.

Skills

Customer service

Communication

Phone handling

Multitasking

Education

College degree preferred

Insurance license preferred

Industry knowledge preferred

Licensing requirement

Tools

Agency management system

Microsoft Office

DocuSign

Job description

First United Bank in Plano, TX seeks a personal lines customer service agent to assist customers and support our sales staff with policy maintenance and retention. The role emphasizes accurate billing, endorsements, and renewals while coordinating with underwriting and quotes.

This in-office position requires familiarity with agency systems, Microsoft Office, and DocuSign. Four days on-site per week with one remote day, college degree preferred and licensing beneficial.