Insurance Account Manager

Dreiss insurance agency; Boerne (TX); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

Dreiss Insurance Agency is seeking a Customer Service Representative to maintain strong client relationships by addressing inquiries and servicing policies with speed and professionalism. You will interact with clients, carriers, and team members daily.

Responsibilities include updating policies, quoting, taking payments, and supporting producers. The role requires insurance knowledge and a customer-focused, detail-oriented mindset in a growing agency.

Qualifications

• Hold Texas insurance license or obtain within 90 days (fees provided).
• Demonstrate strong knowledge of insurance products, ratings, underwriting, coverages, and industry operations.
• Strong customer focus and excellent phone manner; strong written and verbal communication; good math and reading skills.

Responsibilities

• Provide service to existing clients: update policies, provide quotes, take payments, answer questions, and provide documentation.
• Answer calls and correspondence about new or existing policies and service all claims.
• Support new clients or producers to understand needs, gather data, research options, present, bind new coverage, and renewals.
• Set appointments or calls to review policies, liabilities, exposures, coverages, and renewals.
• Inform customers about products and services, quote new business, process renewals, take payments, and provide documents.
• Resolve issues by clarifying concerns, determining causes, presenting best solutions, expediting corrections, and following up.
• Review audits or policies; verify accuracy and facilitate corrections between client and carrier.
• Maintain records of interactions in the agency management system.
• Collaborate with team, mentor staff, participate in meetings.

Skills

Insurance knowledge

Customer service

Phone skills

Data entry

Tools

Agency management system

Job description

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.