Remote Licensed Insurance Agent

G5; Richardson (TX); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading company in Richardson, TX is seeking a Licensed Insurance Agent to provide exceptional customer service and support for insurance products. The role involves handling inbound calls, assisting customers with policy inquiries, and ensuring compliance with insurance regulations. Candidates should possess strong communication skills and a Property & Casualty Insurance License, which can be obtained shortly after hiring. This position requires a commitment to customer satisfaction and effective time management.

Qualifications

• Minimum 2 years of experience in a call center or customer service role.
• Ability to type at least 45 words per minute with accuracy.

Responsibilities

• Process policyholder servicing transactions accurately and promptly.
• Respond to inbound calls and assist renters with policy servicing transactions.
• Document tasks and customer interactions accurately in our CRM.

Skills

Customer Service

Communication

Problem Solving

Organizational Skills

Education

Property & Casualty Insurance License

Tools

Microsoft Office

Job description

The Licensed Insurance Agent, I (LIA, I) receives inbound calls from our client’s residents requiring assistance with RealPage Insurance products. The LIA, I will quickly respond to the call, identify the needs of the client’s resident, accurately record all issues in our proprietary CRM, and provide a high first-call resolution. The LIA, I provides excellent customer service by responding promptly to all inbound calls related to insurance policies and offers assistance with payments, billing issues, website troubleshooting, and some claims & coverage inquiries, requiring a Property & Casualty Insurance License.

PRIMARY RESPONSIBILITIES

• Process policyholder servicing transactions accurately and promptly, following regulatory and compliance rules from the Dept of Insurance, external insurance carrier guidelines, and internal policies.
• Respond to inbound calls and assist renters with policy servicing transactions such as payments, billing inquiries, website navigation, and some claims & coverage inquiries.
• Assist renters with policy rewrites and edits.
• Understand aspects of internal billing systems related to policy coverage, including evaluating and making decisions about payment plans and arrangements.
• Manage time effectively to meet service levels and improve customer satisfaction.
• Utilize online reference materials to provide accurate and efficient information.
• Maintain knowledge of products, procedures, and technical systems.
• Use technical systems effectively, including call center phone systems and internet.
• Document tasks and customer interactions accurately in our CRM.
• Perform other duties as assigned.

REQUIRED KNOWLEDGE / SKILLS / ABILITIES

• Property & Casualty Insurance License (can be obtained within 30 days of hiring).
• Excellent customer service and communication skills, both verbal and written.
• Strong computer skills, including proficiency with PCs and internet.
• Minimum 2 years of experience in a call center or customer service role.
• Ability to type at least 45 words per minute with accuracy.
• Previous insurance experience is preferred but not required.
• Flexible work hours to meet contact center needs, including overtime if necessary.
• Excellent problem-solving skills.
• Professional demeanor, accountability, accuracy, and customer friendliness.
• Proficiency with Microsoft Office (Outlook, Excel, Word) and proprietary systems.
• Ability to sit or stand for extended periods with some movement.
• Strong organizational skills and ability to handle multiple tasks.
• Detail-oriented.
• Excellent language and communication skills.
• Ability to manage confidential information appropriately.
• Willingness to learn new processes and tools quickly.
• Overtime may be required to meet deadlines.

LI-MG2 #LI-REMOTE

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Licensed Insurance Agent • Richardson, TX, US