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Personal Lines Customer Service Representative II

4 months ago

Kyle, United States Johnson Insurance Agency LLC Full time
Job DescriptionJob Description

Our dynamic team in Kyle, TX seeks an enthusiastic individual to provide exceptional customer service to our insurance agency clients and policyholders. Youll be responsible for creating insurance policies, advising potential clients on coverage, and converting quotes into new policies. You'll also help resolve billing issues, process policy changes, make policy recommendations and assist with the sales goals of the agency. We are a small team and depend on each other to meet the needs of our clients and our goals. If you have at least 6 months experience in an agency setting, hold your P&C General Lines license and have a friendly, client-first attitude, please apply today


Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off


Responsibilities
  • Be front line support for Agency Owner
  • First to answer all phone calls and diligently assist the caller with all policy related inquiries
  • Generate Auto ID cards and handle mortgagee requests
  • Handle all billing inquiries and process payments
  • Assist with policy alerts and follow up
  • Assist with scheduling annual policy reviews with existing clients
  • Scan documents into appropriate system as needed or required
  • Complete daily assigned tasks to include:
  • Calling clients for notice of cancellation
  • Follow up for missing documents or other action needed on policies
  • Follow up on quotes given to schedule reviews
  • Assist with management of Agency social media accounts to include Linked-In, Facebook and Instagram
  • Call leads and prospects to quote household insurance and bind policies

Requirements
  • Texas Property & Casualty General Lines license required
  • Ability to obtain Life & Health General Lines license within 3 months of employment
  • Full time, in office position
  • Proficient in use of VOIP phone system, MSOffice, personal computer
  • Bi-lingual in Spanish, preferred
  • Working knowledge of social media platforms including Linked-In, Facebook and Instagram
  • Minimum of 6 months of previous insurance agency experience