Licensed Insurance Client Success Specialist

David Bond Farmers Insurance; Conroe (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Career Growth Opportunities

Hands on Training

Parental Leave

Mon-Fri Schedule

Job summary

The Bond Agency in Montgomery, Texas is seeking an experienced, licensed Customer Service Representative to build strong customer relationships and provide excellent service. This in-office role focuses on insurance knowledge, processing policy changes, and collaboration with carriers to resolve issues.

Responsibilities include handling calls and emails, reviewing renewals, and cross-selling products. The ideal candidate has prior insurance agency customer service experience and a TX General

Qualifications

• Strong communication, organization, and follow-through are essential.
• Active TX General Lines Property and Casualty license is required.
• Previous insurance agency customer service experience is preferred.

Responsibilities

• Handle incoming customer calls, emails, and service requests.
• Process policy changes and provide insurance documents.
• Assist with billing questions and coordinate with carriers to resolve issues.
• Review renewals, explain policy changes, and identify opportunities to retain customers.
• Identify insurance needs and recommend appropriate coverage.
• Cross-sell additional products and coverage or coordinate with the sales team.
• Follow up consistently on outstanding requests and customer concerns.
• Maintain accurate customer information and service activity in the agency’s systems.
• Meet individual service and retention goals.

Skills

Communication

Organization

Follow-through

Education

TX General Lines Property and Casualty license

Job description

The Bond Agency in Montgomery, Texas is seeking an experienced, licensed Customer Service Representative to build strong customer relationships and provide excellent service. This in-office role focuses on insurance knowledge, processing policy changes, and collaboration with carriers to resolve issues.

Responsibilities include handling calls and emails, reviewing renewals, and cross-selling products. The ideal candidate has prior insurance agency customer service experience and a TX General