Insurance Personal Lines Customer Service Agent

First United Bank; Plano (TX); Hybrid; USD 40,000 - 55,000; Full time

Job summary

First United Bank in Plano, Texas is seeking an Insurance Personal Lines Customer Service Agent. The primary role involves assisting customers with inquiries related to their insurance policies. This position is vital in maintaining customer relationships and ensuring policy retention.

The ideal candidate will have customer service experience and may hold an insurance license. This is an in-office position following a 4-1 workweek model, with remote work available one day a week.

Qualifications

• 1+ years of experience in customer service is preferred.
• Ability to assist customers with inquiries and service requests.
• Must have or be willing to obtain an insurance license.

Responsibilities

• Assist customers with billing and claims inquiries.
• Track renewals and cancellations on policies.
• Support sales agents with new business quoting.

Skills

Customer service skills

Knowledge of insurance policies

Proficient in Microsoft Office

PC operating systems

Education

College degree preferred

Insurance License

Tools

Agency management systems

Carrier websites

DocuSign

RightFax

Job description

## Insurance Personal Lines Customer Service AgentApplylocations: Edmond,OKtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R 06686## **Join Our Team!**We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.## The Position### **Job Title**Insurance Personal Lines Customer Service Agent### **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.**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.