Insurance Accounts Manager: Client Services

Dreiss Insurance Agency; Boerne (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Training & development

Competitive pay

Professional development

Job stability

Job summary

Dreiss Insurance Agency is hiring a Customer Service Representative to maintain strong client relationships, handle inquiries, and support daily customer interactions with carriers and staff.

The role focuses on providing timely service, quotes, documentation, and policy updates, with emphasis on accuracy and professionalism. Training and development are available as the agency grows.

Qualifications

• Hold Texas insurance license or obtain within first 90 days (fees provided).
• Strong knowledge of insurance products, coverages, and operations.
• Excellent phone manner and written/verbal communication skills.

Responsibilities

• Provide service to existing clients: update policies, quotes, payments, documentation.

Skills

Customer service

Phone etiquette

Communication skills

Time management

Problem solving

Math skills

Tools

Agency management system

Rating tools

Carrier websites

Job description

Dreiss Insurance Agency is hiring a Customer Service Representative to maintain strong client relationships, handle inquiries, and support daily customer interactions with carriers and staff.

The role focuses on providing timely service, quotes, documentation, and policy updates, with emphasis on accuracy and professionalism. Training and development are available as the agency grows.