Insurance Solutions Advisor (Personal & Commercial)

JAB Insurance Agency; Bulverde (TX); Hybrid; USD 50,000 - 65,000; Full time

Job summary

JAB Insurance Agency in Texas seeks an Insurance Specialist to support clients with personal and commercial coverage. You will review options, prepare quotes, assist with policy changes and renewals, and explain details to clients while coordinating with carriers.

You will maintain accurate records, follow up on requests, and collaborate with teammates to deliver timely, people-first service in a dynamic agency setting.

Qualifications

• Strong knowledge of personal and commercial insurance products.
• Understanding of premiums, deductibles, and coverage limits.
• Excellent written and verbal communication skills.
• Customer service oriented with responsiveness and problem-solving.
• Hold or be willing to obtain Property & Casualty and Life & Health licenses.

Responsibilities

• Review client coverage options and prepare quotes.
• Assist with policy changes and renewals.
• Explain policy details to clients and guide underwriting processes.
• Maintain accurate agency records and respond to client inquiries.
• Coordinate with carriers and colleagues to deliver timely service.

Skills

Insurance products

Finance concepts

Communication

Customer service

Licenses

Remote work

Agency software

Education

Property & Casualty license

Life & Health license

Tools

Agency management software

Online quoting tools

Office applications

Job description

JAB Insurance Agency in Texas seeks an Insurance Specialist to support clients with personal and commercial coverage. You will review options, prepare quotes, assist with policy changes and renewals, and explain details to clients while coordinating with carriers.

You will maintain accurate records, follow up on requests, and collaborate with teammates to deliver timely, people-first service in a dynamic agency setting.