Insurance Service Agent

3 days ago


San Antonio, Texas, United States Goosehead Insurance Agency Full time
About Goosehead Insurance Agency

We're a leading insurance agency that's disrupting the industry by giving clients the power of choice and delivering world-class service. Our focus is on hiring and retaining extraordinary people who share our passion for client interaction and problem-solving.

Job Summary

We're seeking a dedicated and customer-focused individual to join our team as a Licensed Insurance Service Agent. As a Service Agent, you'll be responsible for delivering exceptional client experiences by providing comprehensive insurance services and support. This role requires a passion for client interaction, strong problem-solving skills, and the ability to thrive in a fast-paced environment.

Key Responsibilities
  • Provide un-scripted, white glove service to clients over the phone while conducting policy servicing tasks for complex account portfolios.
  • Resolve conflicts and de-escalate situations with clients in a professional and courteous manner.
  • Utilize proficient technology skills to navigate carrier websites, Salesforce CRM, SMS, and other omnichannel functions.
  • Focus on metrics such as Net Promoter Score, productivity, client retention, schedule adherence, and same-day resolutions.
Qualifications
  • Passion for customer service and a drive to succeed.
  • Excellent problem-solving skills and professional communication.
  • Positive and enthusiastic attitude with a competitive nature.
  • 1 year minimum of customer service experience and passing state licensing exam (General Lines) prior to start.
Benefits
  • 401k and Employee Stock Purchase Program.
  • Full insurance benefit opportunities and rapidly growing organization that promotes from within.
  • Competitive compensation, including salary, monthly bonus opportunities, and annual raise opportunities.
Working Conditions

This is an in-office position that requires frequent keyboarding, close vision, and the ability to adjust focus. Daily tasks involve using a headset to talk on the phone and communicating via Microsoft Teams, email, and telephone. Weekend work may be required on occasion.



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