Insurance Personal Lines Customer Service Agent

First United Bank; Moore (OK); On-site; USD 32,000 - 46,000; Full time

Job summary

First United Bank in Plano, TX seeks a personal lines customer service agent to assist customers and support our sales staff with policy maintenance and retention. The role emphasizes accurate billing, endorsements, and renewals while coordinating with underwriting and quotes.

This in-office position requires familiarity with agency systems, Microsoft Office, and DocuSign. Four days on-site per week with one remote day, college degree preferred and licensing beneficial.

Qualifications

• College degree preferred.
• Industry knowledge preferred.
• Insurance license preferred.
• Obtain and maintain applicable licensing.

Responsibilities

• Service Personal Lines Book of Business.
• Endorsements.
• Billing/payments (monthly installments, questions & mortgage down payments).
• Claims.
• Renewal tracking.
• Cancellation tracking and process (pending and cancelled).
• Underwriting issues on policies.
• Remarkets: quote rounds for existing PL business; backup for new PL business.

Skills

Customer service

Communication

Phone handling

Multitasking

Education

College degree preferred

Insurance license preferred

Industry knowledge preferred

Licensing requirement

Tools

Agency management system

Microsoft Office

DocuSign

Job description

SUMMARY

The primary role of a personal lines customer service agent is to assist our customers. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our sales agents.

SUMMARY

The primary role of a personal lines customer service agent is to assist our customers. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our sales agents.

Major Duties And Responsibilities (essential Functions)

• Service Personal Lines Book of Business
• Endorsements
• Billing/payments (monthly installments, questions & mortgage down payments)
• Claims
• Renewal Tracking
• Cancellation tracking and process (pending and cancelled)
• Underwriting issues on policies
• Remarkets Quote account rounds for existing PL business Secondary in issuing PL New Business Policies Backup for support and quoting new business

Additional Duties And Resonsibilities

• Primary in answering incoming calls
• Distribute mail when needed

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education And Work Experience

• College degree preferred
• Industry knowledge preferred
• Insurance License preferred
• Obtain and maintain applicable licensing

Technical/Functional Competencies

• Proficient in PC operating systems
• Microsoft office
• Carrier websites
• Agency management system
• Comparative rater
• DocuSign
• RightFax

This position follows a 4‑1 workweek and is an in‑office role based in our Plano, Texas office. Employees are expected to be on‑site four days per week and may work remotely one day per week.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations

Moore, Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.