Insurance Account Manager

El Dorado Insurance Agency, Inc.; Houston (TX); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Professional Development

Job stability in a growing industry

Job summary

A local insurance agency in Houston is seeking a Customer Service Representative to maintain solid customer relationships while addressing inquiries and providing service. The ideal candidate will hold a Texas P&C Insurance License and demonstrate excellent communication, problem-solving, and organizational skills. Responsibilities include managing existing client services, processing claims, and collaborating with team members. Flexible work from home options are available.

Qualifications

• Strong knowledge of insurance products and usages, including rating and underwriting procedures.
• Ability to handle difficult situations and solve complex problems independently.
• Excellent math and reading skills for calculations.

Responsibilities

• Maintain solid customer relationships by handling inquiries and concerns.
• Provide service to existing clients and process renewals.
• Collaborate with team members and mentor staff as needed.

Skills

Strong customer focus

Excellent phone manner

Strong written and verbal communication skills

Attention to detail

Problem-solving skills

Education

Texas P&C Insurance License

Job description

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

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.

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.