Insurance Personal Lines Customer Service Agent

First United Bank; Texas; On-site; USD 32,000 - 42,000; Full time

Job summary

First United Bank is seeking an Insurance Personal Lines Customer Service Agent to support our in-house team in Plano, TX. This role focuses on servicing existing personal lines portfolios, processing endorsements, handling billing questions, and assisting with claims and renewals.

Ideal candidates will have a college degree, familiarity with insurance processes, and licensing where applicable. This in-office role reports to the insurance operations team and offers opportunities for professional

Qualifications

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

Responsibilities

• Service Personal Lines Book of Business.
• Process endorsements on policies.
• Handle billing/payments and mortgage down payments.
• Assist with claims processing.

Skills

PC proficiency

Microsoft Office

Education

College degree preferred

Industry knowledge preferred

Insurance license preferred

Licensing ongoing maintenance

Tools

Carrier websites

Comparative rater

DocuSign

RightFax

Job description

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.

All Locations:

Moore

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.