Licensed Insurance CSR — Client Advocate & Policy Guidance

gobravvo; Cedar Park (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

PTO

On-the-job training

Career growth

Job summary

gobravvo is seeking a Licensed Insurance Customer Service Representative to join a dynamic team supporting a leading insurance agency. The CSR will interact directly with policyholders, respond to inquiries, and guide clients through policy options while maintaining accurate records.

Ideal candidates hold active Property & Casualty and Life & Health licenses and possess strong communication and problem-solving skills.

Qualifications

• Strong interpersonal skills and a customer-first mindset.
• Clear written, verbal, and listening communication abilities.
• Demonstrated organizational skills and attention to detail.
• Self-motivated and proactive approach to problem-solving.

Responsibilities

• Establish and nurture positive relationships with clients by providing ongoing support and communication.
• Deliver prompt, accurate, and friendly service in response to inquiries related to insurance availability, eligibility, policy changes, transfers, billing, and claims.
• Utilize a needs-based approach to educate customers about available insurance products and coverage options.
• Follow up with clients as necessary to ensure satisfaction and address any outstanding issues.
• Maintain a strong work ethic and a commitment to achieving daily and long-term goals.
• Prepare and submit thorough reports and activity updates to agency management.
• Stay current with product changes, licensing requirements, technical advancements, and ongoing professional education.
• Work collaboratively with team members to achieve agency objectives and maintain a positive work environment.
• Demonstrate attention to detail and accuracy in all customer interactions and documentation.
• Manage multiple tasks efficiently while prioritizing customer needs.

Skills

Customer service

Communication

Problem solving

Organization

Job description

gobravvo is seeking a Licensed Insurance Customer Service Representative to join a dynamic team supporting a leading insurance agency. The CSR will interact directly with policyholders, respond to inquiries, and guide clients through policy options while maintaining accurate records.

Ideal candidates hold active Property & Casualty and Life & Health licenses and possess strong communication and problem-solving skills.