Personal Lines Insurance Representative Customer Service & Sales

Chuck Nash Auto Group

San Marcos, Hillsboro (TX, OR)

On-site

USD 50,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision benefits
401(k)
Paid time off
Licensing assistance and license renew
Professional development and coaching

Job summary

Westside Insurance – Allstate in San Marcos, TX is seeking a bilingual Personal Lines Insurance Representative to join our team in a combined Customer Service & Sales role. This in-office position offers the chance to help customers, solve problems, and grow with an established agency in the Chuck Nash Chevrolet Buick GMC location.

You’ll review policies, assist with billing, renewals, and cross-sell Auto, Home, and Renters insurance while pursuing Texas P&C licensing if not already held.

Qualifications

  • Bilingual English/Spanish required.
  • Active Texas P&C license preferred, willing to obtain within 90 days.
  • Prior Property & Casualty insurance experience is a plus.

Responsibilities

  • Assist customers with billing questions, policy changes, ID cards, renewals, cancellations, and claims questions.
  • Handle inbound and outbound calls, walk-ins, and online inquiries.
  • Conduct policy reviews and help customers understand their coverage.
  • Support renewals, retention efforts, and account management.
  • Cross-sell Auto, Home, Renters, and other personal lines products.
  • Follow up with existing customers, previous quotes, and sales opportunities.
  • Ask for referrals and identify additional insurance needs.
  • Maintain accurate notes and documentation in the agency CRM.
  • Work assigned customer accounts and meet service and sales goals.

Skills

Bilingual English/Spanish
Customer service
Sales mindset

Job description

Job Details: Job Location: Westside Insurance San Marcos - SAN MARCOS, TX 78666, Position Type: Full Time, Personal Lines Insurance Representative – Customer Service & Sales

Westside Insurance – Allstate | Established in 2012 | Located inside Chuck Nash Chevrolet Buick GMC | San Marcos, TX

We’re looking for a bilingual Personal Lines Insurance Representative to join our team in a combined Customer Service & Sales role.

This position makes a great fit for someone who enjoys helping customers, solving problems, building relationships, and identifying opportunities to better protect existing clients.

Already licensed? Great. We also welcome candidates with prior Property & Casualty insurance experience who are willing to obtain their Texas P&C license within 90 days. Licensing costs will be paid by the agency.

What You’ll Be Doing
  • Assist customers with billing questions, policy changes, ID cards, renewals, cancellations, claims questions, lender requests, and other policy needs
  • Handle inbound and outbound calls, walk-ins, and online inquiries
  • Conduct policy reviews and help customers understand their coverage
  • Support renewals, retention efforts, and account management
  • Cross-sell Auto, Home, Renters, and other personal lines products
  • Follow up with existing customers, previous quotes, and sales opportunities
  • Ask for referrals and identify additional insurance needs
  • Maintain accurate notes and documentation in the agency CRM
  • Work assigned customer accounts and meet attainable service and sales goals
What We’re Looking For
  • Bilingual English/Spanish required
  • Prior Property & Casualty insurance experience
  • Active Texas P&C license preferredIf not currently licensed, willingness to obtain a Texas P&C license within 90 days
  • Strong customer service and relationship-building skills
  • Comfortable making outbound calls and following up with customers
  • Motivated to identify sales opportunities within an existing book of business
  • Strong organization, multitasking, and attention to detail
  • Dependable with strong attendance and punctuality
  • Coachable, positive, and willing to learn
  • Able to work independently and as part of a team
  • Comfortable recommending insurance solutions and handling objections
Pay

hourly + commission + bonuses

Estimated total compensation: $50,000–$75,000+ annually, depending on experience, licensing, production, and performance.

Schedule

Monday–Friday | 9:00 AM–6:00 PM

Full-time, in-office position in San Marcos, TX

Why You’ll Like Working Here
  • Competitive hourly pay plus commission and bonuses
  • Medical, dental, and vision benefits
  • 401(k)
  • Paid time off
  • Paid continuing education and license renewals
  • Support for obtaining additional licenses, including Life & Health
  • Monday–Friday schedule
  • Employee discounts on vehicles and service through Chuck Nash Chevrolet Buick GMC
  • Established Allstate agency serving the area since 2012
  • Ongoing coaching and professional development
  • Opportunities for career growth and future leadership

If you’re looking to build a long-term career in insurance with a supportive team and the opportunity to grow in both customer service and sales, we’d love to hear from you.

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