Licensed Insurance Client Services Specialist

Jennifer Hickman-Farmers Insurance Agency; San Antonio (TX); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Life Insurance

Job summary

Jennifer Hickman Farmers Insurance Agency in Texas is seeking an experienced Insurance Customer Service Representative to manage client accounts, resolve service needs, and provide high-level support to policyholders in a busy agency environment.

This role requires an active Texas Property & Casualty license and proven experience in personal lines servicing, billing questions, endorsements, renewals, and client retention. Excellent communication and meticulous note-taking are essential.

Qualifications

• We’re looking for an experienced insurance professional who can confidently step into a busy agency environment and manage client needs with minimal supervision.
• Comfort servicing personal lines policies, communicating with clients, and handling multiple requests with accuracy and follow-through.
• Active Texas Property & Casualty license required with prior insurance customer service or account management experience.

Responsibilities

• Manage day-to-day servicing needs for existing client accounts.
• Assist clients with policy questions, coverage updates, billing concerns, and account changes.
• Process endorsements and other policy documentation accurately and efficiently.
• Review renewals and proactively communicate with clients when action is needed.
• Handle inbound client calls and complete outbound follow-up.
• Respond to cancellation requests and assist with retention efforts.
• Process premium payments and maintain accurate account documentation.
• Maintain detailed notes and client information within agency systems.
• Identify coverage gaps or additional needs and communicate opportunities to the team.
• Follow through on outstanding service items to ensure client needs are fully resolved.
• Help maintain strong client relationships and overall agency retention.

Skills

Customer service

Communication skills

Organization

Time management

CRM proficiency

Problem solving

Client retention

Bilingual (preferred)

Tools

CRM systems

Job description

Jennifer Hickman Farmers Insurance Agency in Texas is seeking an experienced Insurance Customer Service Representative to manage client accounts, resolve service needs, and provide high-level support to policyholders in a busy agency environment.

This role requires an active Texas Property & Casualty license and proven experience in personal lines servicing, billing questions, endorsements, renewals, and client retention. Excellent communication and meticulous note-taking are essential.