Insurance Service Specialist: Policy Updates & Support

Randstad USA

San Antonio (TX)

On-site

USD 42,000 - 52,000

Full time

7 days ago
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Job summary

Randstad USA in San Antonio, TX seeks a Service Agent to blend client communication with insurance expertise. The role combines inbound Intro Calls with complex non-call support, emphasizing policy accuracy and efficiency across multiple lines of business.

Requirements include 1–2 years in insurance service, a high school diploma or equivalent, and proficiency with CRM systems. Texas P&C license is preferred but not required. Working hours 10 AM–7 PM.

Qualifications

  • 1 year–2 years experience in insurance service or non-call support.
  • High school diploma or equivalent.
  • Active Texas P&C License is preferred but not required.
  • Ability to manage 5–10 state licenses and navigate complex CRM dashboards.

Responsibilities

  • Manage inbound calls, chats, and texts focusing on warm service and retention/cross-sell identification.
  • Process policy endorsements, audits, and updates across 20+ top carriers and 150+ systems.
  • Maintain 98%+ accuracy while adhering to state regulations and carrier SLAs.
  • Navigate Salesforce, Vonage, and multi-carrier platforms with precision.

Skills

Insurance
CRM
Multi-tasking
Verbal Communication
Written Communication
Problem Solving
Critical Thinking

Education

High School diploma

Tools

Salesforce
Vonage
Multi-carrier platforms

Job description

Randstad USA in San Antonio, TX seeks a Service Agent to blend client communication with insurance expertise. The role combines inbound Intro Calls with complex non-call support, emphasizing policy accuracy and efficiency across multiple lines of business.

Requirements include 1–2 years in insurance service, a high school diploma or equivalent, and proficiency with CRM systems. Texas P&C license is preferred but not required. Working hours 10 AM–7 PM.

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