Remote Licensed Insurance Agent

G5; Richardson (TX); Remote; USD 35,000 - 55,000; Full time

Job summary

A leading company is seeking a Licensed Insurance Agent to provide exceptional customer service by addressing inquiries related to insurance products. This role involves processing policyholder transactions and requires a Property & Casualty Insurance License along with strong communication skills. You will work in a collaborative environment aimed at enhancing customer satisfaction through effective resolution of issues.

Benefits

Health insurance

Dental insurance

Vision insurance

Retirement plan with company match

Paid time off

Professional development opportunities

Performance-based bonuses

Qualifications

• Property & Casualty Insurance License required (obtainable within 30 days).
• Minimum 2 years of experience in a call center or customer service role.
• Strong problem-solving and communication skills are essential.

Responsibilities

• Assist policyholders with billing inquiries, payments, and claims questions.
• Process insurance transactions accurately and timely.
• Document customer interactions in CRM with attention to detail.

Skills

Customer Service

Communication Skills

Problem-Solving

Organization

Attention to Detail

Education

Property & Casualty Insurance License

Minimum 2 years in a call center or customer service role

Tools

Microsoft Office

CRM Systems

Job description

SUMMARY

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 respond promptly to calls, identify the needs of the resident, accurately record all issues in our proprietary CRM, and aim for a high first-call resolution. The LIA provides excellent customer service by responding to inquiries related to insurance policies, payments, billing issues, website troubleshooting, and some claims & coverage questions, requiring a Property & Casualty Insurance License.

PRIMARY RESPONSIBILITIES

• Process policyholder servicing transactions accurately and timely, following regulatory and compliance rules from the Department of Insurance, external insurance carrier guidelines, and internal policies.
• Respond to inbound calls, assisting policyholders with servicing transactions such as payments, billing inquiries, website navigation, and claims & coverage questions.
• Assist renters with policy rewrites and edits.
• Understand aspects of internal billing systems related to policy coverage, and communicate transactions, payment plans, and alternative arrangements.
• Manage time effectively to meet service levels and improve customer satisfaction.
• Use online reference materials to provide accurate and efficient information.
• Maintain knowledge of products, procedures, and technical systems.
• Utilize technical systems including desktop, call center phone systems, and internet efficiently.
• Document 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 (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 accurately.
• Previous insurance experience is preferred but not required.
• Flexible with work hours, including overtime as needed.
• Excellent problem-solving skills.
• Professional demeanor, accountability, accuracy, and customer friendliness.
• Proficiency with Microsoft Office programs (Outlook, Excel, Word) and proprietary systems.
• Ability to sit or stand for extended periods, with some movement.
• Strong organizational skills and attention to detail.
• Effective communication skills, both written and verbal.
• Ability to handle confidential information appropriately.
• Willingness to learn new processes quickly.
• Overtime may be required to meet deadlines.

Salary and Benefits

RealPage offers a competitive salary and comprehensive benefits including health, dental, and vision insurance, retirement plan with company match, paid time off and holidays, professional development opportunities, and performance-based bonuses. Compensation varies based on location, qualifications, and performance. Some roles may include additional incentives such as annual bonuses and sales incentives.

RealPage is an equal opportunity employer committed to creating an inclusive environment for all employees.