Licensed Insurance CSR | Client Advisor & Growth

The Juris Agency; Magnolia (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Birthday day off

Job summary

Julie Alvarenga Allstate Agency in Bryan, Texas is seeking a licensed Customer Service Representative to help protect clients and grow the agency. You will handle calls, emails, and walk-ins with professionalism and provide clear explanations of coverages.

The role emphasizes policy management, cross-selling, and accurate client records, with a friendly, service-oriented approach. Bilingual English/Spanish skills are preferred to assist a diverse client base.

Qualifications

• Active Texas P&C license or willingness to obtain before start date.
• Strong verbal and written communication skills across calls, emails, and in-person.
• Customer-service oriented with a helpful, problem-solving mindset.
• Detail-oriented with accuracy in record-keeping.
• Positive and welcoming attitude for clients and teammates.
• Spanish speaking preferred for bilingual client communication.

Responsibilities

• Client advisory and service: answer calls, emails, and walk-ins with professionalism and care.
• Policy management: process policy changes, endorsements, renewals, and new applications using Allstate systems.
• Cross-selling: identify and offer additional products that provide value and protection.
• Agency reporting: track performance, spot trends, and follow up on tasks.
• Agency support: maintain accurate client records, handle billing questions, and keep the office running smoothly.

Skills

P&C licensing (Texas)

Communication skills

Customer-service oriented

Detail-oriented

Positive attitude

Spanish speaking

Job description

Julie Alvarenga Allstate Agency in Bryan, Texas is seeking a licensed Customer Service Representative to help protect clients and grow the agency. You will handle calls, emails, and walk-ins with professionalism and provide clear explanations of coverages.

The role emphasizes policy management, cross-selling, and accurate client records, with a friendly, service-oriented approach. Bilingual English/Spanish skills are preferred to assist a diverse client base.