Insurance Account Manager

RW Insurance Services Inc.; Terrell (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive Pay

Training & Professional Development

Job Stability

PTO (Paid Time Off)

Retirement - Matching IRA

Bonus based on performance

Job summary

RW Insurance Services Inc. is looking for a Customer Service Representative in Terrell, Texas. This role focuses on maintaining strong customer relationships through daily interactions and ensuring client needs are met efficiently.

Responsibilities include servicing existing clients, answering inquiries, and working collaboratively with team members. Candidates must obtain a Texas insurance license and exhibit excellent customer service and communication skills.

Qualifications

• Must obtain a General Lines P&C Insurance License in Texas.
• Demonstrate strong customer focus with excellent communication skills.
• Ability to manage multiple tasks and resolve complex issues.

Responsibilities

• Provide service to existing clients regarding insurance policies.
• Answer customer inquiries about new and existing policies.
• Collaborate with team members and mentor staff.

Skills

Strong customer focus

Excellent communication skills

Attention to detail

Time management skills

Problem-solving skills

Education

General Lines P&C Insurance License

Tools

Agency management systems

Rating tools

Job description

Customer Service Representative at RW Insurance Services 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.

Benefits/Perks

• Competitive Pay
• Training & Professional Development
• Job Stability in a growing industry
• PTO (Paid Time Off) - after 90 days of employment
• Retirement - Matching IRA
• Bonus based on performance

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 servicing 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

• Will be requited to obtain a General Lines P&C Insurance License with the state of Texas.
• 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.