Insurance CSR: Renewals, Re-marketing & Policy Updates

CHARLES E OSBURN II; Tomball (TX); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Paid time off

Licensing reimbursement

Job summary

CHARLES E OSBURN II is seeking a detail-oriented Customer Service Representative in Tomball, Texas. This role involves working with existing clients to review policy renewals and ensure they receive the best coverage options. Candidates should have at least 1 year of insurance experience or strong customer service skills. The position offers competitive pay, benefits like 401(k) matching, and a supportive casual work environment. Interested individuals must be proactive team players who communicate confidently and professionally with clients.

Qualifications

• Preferred: At least 1 year of insurance experience.
• Open to candidates without insurance experience if they have a strong background in customer service.
• Highly organized with the ability to manage multiple tasks in a fast-paced environment.
• Strong communication skills (both written and verbal).
• Detail-oriented with excellent follow-through.

Responsibilities

• Review and discuss upcoming policy renewals with clients.
• Re-market policies across multiple carriers for competitive pricing.
• Rewrite policies when a better option is identified.
• Process policy endorsements and updates.
• Maintain consistent follow-up on tasks until completion.
• Communicate professionally and clearly with clients.
• Build and maintain strong client relationships.

Skills

Customer service

Communication skills

Organization

Attention to detail

Job description

CHARLES E OSBURN II is seeking a detail-oriented Customer Service Representative in Tomball, Texas. This role involves working with existing clients to review policy renewals and ensure they receive the best coverage options. Candidates should have at least 1 year of insurance experience or strong customer service skills. The position offers competitive pay, benefits like 401(k) matching, and a supportive casual work environment. Interested individuals must be proactive team players who communicate confidently and professionally with clients.