Representante de Atención al Cliente

CHARLES E OSBURN II; Tomball (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Licensing reimbursement (if applicable

Casual office environment

Job summary

Charles E Osburn II in Tomball, TX is seeking a Customer Service Representative to support existing clients through policy renewals, remarketing, and coverage optimization. The role emphasizes accuracy, proactive communication, and strong client service.

You will review renewals, re-market with multiple carriers, rewrite policies when better options arise, process endorsements, and maintain follow-up until completion in a casual, supportive team.

Qualifications

• 1 year insurance experience preferred.
• Strong customer service and account management skills.
• Excellent communication and follow-through.
• Organized with ability to manage multiple tasks.

Responsibilities

• Review upcoming policy renewals with clients.
• Re-market policies across multiple carriers for competitive pricing.
• Rewrite policies when a better option is identified.
• Process endorsements and updates.
• Follow up on tasks until completion.
• Communicate with clients by phone, email, and in person.
• Build and maintain client relationships.

Skills

Strong communication

Highly organized

Detail oriented

Multitasking

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off

We are an independent insurance agency focused on building long-term relationships with our clients by providing personalized service and competitive coverage options. We’re a casual office environment with a supportive team that values efficiency, accountability, and great client service.

Position Overview:

We are looking for a highly organized and detail-oriented Customer Service Representative (CSR) to join our team. This role is centered around working with existing clients—reviewing policy renewals, remarketing coverage options, and ensuring each client is getting the best value available.

Key Responsibilities:

• Review and discuss upcoming policy renewals with clients
• Re-market policies across multiple carriers to ensure competitive pricing and coverage
• Rewrite policies when a better option is identified
• Process policy endorsements and updates
• Maintain consistent follow-up on tasks until completion
• Communicate professionally and clearly with clients via phone, email, and in person
• Build and maintain strong client relationships

Qualifications:

• Preferred: At least 1 year of insurance experience
• Open to candidates without insurance experience if they have a strong background in customer service, account management, or administrative roles
• Highly organized with the ability to manage multiple tasks in a fast-paced environment
• Strong communication skills (both written and verbal)
• Detail-oriented with excellent follow-through

Licensing Requirements:

• Active Property & Casualty license preferred
• If not currently licensed, must obtain within 90 days of employment (reimbursement provided)

What We’re Looking For:

• Someone who takes ownership of their work and follows tasks through to completion
• A proactive, dependable team player
• Professional and confident communicator with clients
• Comfortable working in a fast-paced environment

Compensation & Benefits:

• Competitive pay (based on experience)
• Paid Time Off (PTO)
• 401(k)
• Licensing reimbursement (if applicable)
• Casual office environment