Customer Service and Operations Associate

6 days ago


The Woodlands, United States TWFG Insurance Full time
About the Position

TWFG Insurance is a leading provider of insurance solutions, with a strong presence in 49 states. We're seeking a highly motivated and organized Customer Service and Operations Associate to join our team and support our agents in delivering exceptional service to our customers.

In this role, you'll be responsible for managing multiple projects, prioritizing tasks, and meeting deadlines while maintaining a high level of professionalism and attention to detail. You'll also have the opportunity to work with a talented team, develop your skills and expertise, and contribute to our continued growth and success.

Key Responsibilities:

  • Maintain positive relationships with all carriers and agents.
  • Stay current on carrier and product availability.
  • Manage on-boarding process of new agents, producers, CSRs, and staff.
  • Manage agent, producer, and CSR state licensure.
  • Process all carrier appointments for new and existing Branch and GA agents.
  • Provide research and support in policy transfer transactions.
  • Provide systems access to all internal and proprietary systems.
  • Manage internal help desk system.
  • Answer Operations Department emails in the help desk.
  • Research and respond to commission questions received from agents.
  • Positively promote and represent the TWFG brand.

Requirements:

  • Working knowledge of insurance agency operations.
  • Experience in working with carrier and agency commission statements.
  • Excellent organizational and time management skills.
  • Adaptability with strong talent for managing multiple projects.
  • Proficient in Word, Excel, Outlook, and web-based applications.
  • Insurance experience preferred.
  • Licensing and contracting experience is a plus.

What We Offer:

A competitive salary of $70,000 - $90,000 per year, depending on experience, plus medical, dental, vision, and 401K Retirement Savings Plan. If you're looking for a challenging and rewarding role in a dynamic organization, we encourage you to apply.



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