Insurance Customer Support Specialist

2 weeks ago


San Antonio, Texas, United States IBC Insurance Agency Ltd Full time
Job Overview

If you are a dedicated and empathetic individual who enjoys assisting others, consider joining our team at IBC Insurance Agency Ltd. We are currently seeking a skilled Insurance Customer Support Specialist for personal lines insurance to enhance our service delivery (In-office). Our agency is recognized for its exceptional insurance solutions and commitment to client satisfaction.


Key Benefits

Comprehensive Health Coverage

Life Insurance Options

Dental and Vision Plans

Standard Monday to Friday Work Schedule

Opportunities for Professional Development

Paid Time Off (PTO)


Core Responsibilities
  • Manage daily service requirements for clients
  • Work closely with the Production team on strategies and marketing for new and renewal policies
  • Record each customer interaction in Applied Epic.
  • Process premium payments from clients.
  • Encourage customer referrals and clarify our referral program.
  • Share knowledge and training insights with colleagues.
  • Understand and adhere to all underwriting, rating, and compliance standards.
  • Stay informed about new product offerings.
  • Identify and generate new business through leads and referrals.
  • Provide accurate insurance quotes.
  • Deliver outstanding customer service.
  • Follow up with clients to ensure satisfaction, address inquiries, promote additional sales, and resolve or escalate issues.
  • Build strong relationships with clients to maintain high retention rates and loyalty.
  • Keep abreast of industry trends and best practices.

Qualifications
  • Minimum of two years of experience in Insurance Personal Lines Service
  • Bilingual proficiency in English and Spanish is preferred
  • Must possess all necessary licenses as mandated by the State Department of Insurance to discuss and/or sell insurance, and be current on all Continuing Education (CE) credits required for license renewal.
  • High school diploma or equivalent qualification.


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