Insurance Account Manager: Growth & Client Care

Bert Whisenant Insurance; McAllen (TX); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive Pay

Health insurance

Professional Development

Job Stability in a growing industry

Job summary

Bert Whisenant Insurance is seeking a Customer Service Representative to maintain strong relationships by addressing inquiries and concerns with speed and professionalism. Daily interaction with customers, insurance carriers, and staff is required to support service and marketing activities.

The role emphasizes knowledge of insurance products, licensing, and excellent communication. Growth opportunities exist within a growing industry and the company offers competitive pay with benefits.

Qualifications

• Customer-focused with strong phone manner and communication skills.
• Degree or equivalent experience, plus state license.
• Knowledge of insurance products, coverages, and underwriting processes.

Responsibilities

• Provide service to existing clients: update policies, quotes, payments, documentation.
• Answer calls and correspondence about policies and claims, including after-hours.
• Bind new coverage, cancel old policies, and negotiate with carriers as needed.

Skills

Customer service

Phone etiquette

Written and verbal communication

Math and reading skills

Education

Bachelor’s Degree or comparable work experience

Insurance license (state required)

Tools

Agency management system

Rating tools

Carrier websites navigation

Job description

Bert Whisenant Insurance is seeking a Customer Service Representative to maintain strong relationships by addressing inquiries and concerns with speed and professionalism. Daily interaction with customers, insurance carriers, and staff is required to support service and marketing activities.

The role emphasizes knowledge of insurance products, licensing, and excellent communication. Growth opportunities exist within a growing industry and the company offers competitive pay with benefits.