Licensed Insurance Customer Service Representative

gobravvo; Liberty Hill (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Paid time off

Performance bonus opportunities

Career growth

Supportive office environment

Job summary

Gobravvo in Lakeway, TX is seeking a Licensed Insurance Customer Service Representative to engage clients, understand insurance needs, and provide accurate policy information in a dynamic office setting.

The ideal candidate holds active Property & Casualty and Life & Health licenses, delivering exceptional customer service, collaborating with the team, and supporting agency growth while maintaining compliance and professionalism.

Qualifications

• Active communication and listening skills.
• Strong organizational and detail-oriented approach.
• Team collaboration and proactive problem solving.
• Willingness to learn and adapt to agency systems.

Responsibilities

• Respond to client inquiries regarding coverage, policy changes, billing, and claims.
• Educate clients on insurance options using needs-based reviews.
• Establish and maintain positive client relationships and follow up as needed.
• Prepare and submit timely activity reports to agency management and stay current on licensing requirements.

Skills

Communication

Organizational skills

Team-oriented

Self-motivation

Education

Property & Casualty license

Life & Health license

Job description

Licensed Insurance Customer Service Representative

As a Licensed Insurance Customer Service Representative, you will play a vital role in delivering an exceptional client experience and supporting the ongoing growth of a reputable insurance agency. This full-time position is ideal for individuals who hold active Property & Casualty and Life & Health insurance licenses and are committed to providing outstanding customer service in a dynamic office environment. Working in Lakeway, TX, you will have the opportunity to directly engage with clients, address their insurance needs, and make a meaningful impact on their experience with the agency.

By joining the team as a Licensed Insurance Customer Service Representative, you will be empowered to establish and nurture customer relationships, educate clients on their insurance options, and ensure effective communication of policy information. You will collaborate closely with other team members and maintain a results-driven mindset to help the agency meet its goals. This position offers valuable experience in the insurance industry and the chance to develop professionally in a supportive, growth-oriented workplace.

If you are a proactive, detail-oriented professional with a dedication to customer satisfaction and a commitment to continuous learning, this could be the perfect opportunity for you. As a Licensed Insurance Customer Service Representative, you will be an integral part of a team that values excellence, integrity, and respect in all client interactions. The agency offers competitive compensation, benefits, and the potential for advancement for those who excel in their roles.

Licensed Insurance Customer Service Representative - Summary

• Engage clients with value-based conversations to understand and address their insurance needs.
• Deliver remarkable customer experiences through prompt and accurate service.
• Work collaboratively within an established insurance agency team.
• Utilize your Property & Casualty and Life & Health licenses to drive client satisfaction and agency success.

Duties & Responsibilities

• Establish and maintain positive customer relationships, providing follow-up as necessary.
• Respond to client inquiries regarding insurance availability, eligibility, policy changes, transfers, claims, and billing.
• Educate customers about insurance options using a needs-based review process.
• Demonstrate a strong work ethic and commitment to daily success.
• Prepare and submit timely, thorough activity reports to agency management.
• Stay current with product changes, industry developments, licensing requirements, and ongoing education.
• Support the agency’s growth by delivering accurate and timely service to all clients.

Salary & Benefits

• Competitive base salary plus performance-based bonus opportunities.
• Paid time off including vacation and personal/sick days.
• Opportunities for valuable experience and career growth within the agency.
• Supportive office environment focused on professional development.

Qualifications & Requirements

• Active Property & Casualty insurance license (required).
• Active Life & Health insurance license (required).
• Strong interpersonal and communication skills, including written, verbal, and listening abilities.
• Excellent organizational skills and attention to detail.
• Self-motivation with a proactive approach to problem solving.
• Ability to learn and utilize agency computer systems.
• Demonstrated pride in delivering accurate and timely work.
• Team-oriented mindset with the ability to multi-task effectively.
• Commitment to staying updated on industry changes, licensing, and continuing education.

Ideal Candidate Snapshot

• Licensed professional with a passion for delivering exceptional customer service in an insurance agency setting.
• Proven ability to build relationships and communicate effectively with clients and colleagues.
• Highly organized, detail-oriented, and committed to following through on tasks.
• Able to thrive in a team environment while also working independently.
• Desire to learn, grow, and advance within the insurance industry.

Other Relevant Information

• This position is offered by an independent contractor agent and not directly by the insurance carrier.
• Employment is contingent upon successful completion of all applicable licensing requirements and training programs.
• Employees of the agency are not employees of the insurance carrier.
• The agency is committed to equal opportunity and a supportive, inclusive workplace environment.
• Lakeway, TX is known for its vibrant community and quality of life, offering a positive working atmosphere for team members.