TWFG Agent Services Coordinator

3 weeks ago


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

TWFG Insurance is a national leader in the insurance industry, with over 300 retail offices in 16 states and 2200 wholesale independent agents in 38 states. We're seeking a skilled Customer Service and Operations Associate to join our team and contribute to our continued growth and success.

This role offers a unique opportunity to work with a talented team, develop your skills and expertise, and make a real impact in the insurance industry. You'll be responsible for providing exceptional customer service, supporting agents, and maintaining positive relationships with carriers.

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 $65,000 - $85,000 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.



  • The Woodlands, United States TWFG Insurance Full time

    Job DescriptionJob DescriptionTWFG is one of the largest privately held independent insurance agencies in the country and is headquartered in The Woodlands, TX. TWFG Insurance represents over 200 insurance carriers and is licensed to do business in 49 states. An Operations Support Associate is responsible for providing all agents with the tools and...


  • The Woodlands, United States TWFG Insurance Full time

    Job DescriptionJob DescriptionREQUIRED QUALIFICATIONS:· Minimum of 1-2 years of customer service experience in the financial services industry. Experience working in an insurance agency is preferred.· Experience servicing customers in a fast-paced environment.· Excellent phone etiquette and solid interpersonal skills.· Ability to multi-task and work...


  • The Woodlands, United States TWFG Insurance Full time

    As an Operations Support Associate at TWFG Insurance, you will have the opportunity to work with a leading insurance agency that represents over 200 carriers and has a presence in 49 states.About Our TeamThe Woodlands Financial Group (TWFG) is a national, public organization with over 300 retail offices in 16 states and 2200 wholesale independent agents in...


  • The Woodlands, United States TWFG Insurance Full time

    Job DescriptionJob DescriptionTWFG is one of the largest privately held independent insurance agencies in the country and is headquartered in The Woodlands, TX. TWFG Insurance represents over 200 insurance carriers and is licensed to do business in 49 states.A Back-Up Receptionist/Processor is responsible for supporting the Reception/Processing team by...


  • The Woodlands, United States TWFG Insurance Full time

    About the PositionAt TWFG Insurance, we are seeking a highly organized and detail-oriented Operations Support Associate to join our team. As an Operations Support Associate, you will play a key role in providing exceptional customer service to our agents, while ensuring the smooth operation of our internal processes.Your responsibilities will include...


  • The Woodlands, United States TWFG Insurance Full time

    About the JobWe are seeking a highly organized and detail-oriented Operations Support Associate to join our team at TWFG Insurance. As a key member of our operations team, you will be responsible for providing exceptional customer service, managing multiple projects, and staying up-to-date on carrier and product availability.ResponsibilitiesManage internal...


  • The Woodlands, United States TWFG Insurance Full time

    Job DescriptionJob DescriptionTWFG General Agency has an immediate opening for a Property Assistant Underwriter to join our corporate team in The Woodlands, Texas.   Experience needed: ·         Minimum of 1-3 years’ experience quoting homeowners insurance with various carriers, submitting and binding risks·         Ability to...


  • The Woodlands, United States TWFG Insurance Full time

    About the PositionTWFG 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...


  • The Woodlands, United States TWFG Insurance Full time

    TWFG Insurance represents over 200 insurance carriers and is licensed to do business in 49 states.About UsThe Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.An Operations Support Associate plays a vital role...


  • The Woodlands, United States TWFG Insurance Full time

    About Our CompanyThe Woodlands Financial Group (TWFG) is a respected national organization with a strong presence in 16 states and over 300 retail offices. We take pride in our commitment to excellence and our dedication to serving our customers, agents, and communities.Your Career Journey with UsWe offer a comprehensive benefits package, including...


  • The Woodlands, United States TWFG Insurance Full time

    About the RoleWe are seeking an experienced Insurance Operations Support Specialist to join our team at TWFG Insurance. As a key member of our operations department, you will provide critical support to our agents, ensuring they have the necessary tools and resources to succeed. This role is ideal for someone with a strong background in insurance agency...


  • The Woodlands, United States TWFG Insurance Full time

    Job OverviewThe Woodlands Financial Group (TWFG) is a national organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states and 2200 wholesale independent agents in 38 states.We are seeking an experienced Property Assistant Underwriter to join our corporate team. The ideal candidate will have a minimum of 1-3 years' experience...


  • The Woodlands, United States TWFG Insurance Full time

    An Operations Support Associate is responsible for providing all agents with the tools and resources to help them succeed.Key ResponsibilitiesMaintain 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...


  • The Woodlands, United States TWFG Insurance Full time

    About the JobTWFG Insurance seeks an experienced Operations Support Associate to join our team. In this role, you will provide critical support to our agents, ensuring they have the necessary tools and resources to succeed.Your responsibilities will include maintaining relationships with carriers and agents, managing the on-boarding process, and handling...


  • The Woodlands, United States TWFG Insurance Full time

    ResponsibilitiesReview applications for insurance coverage, loss and inspection reports, process endorsements and cancellations in accordance with underwriting rules and guidelinesStrong systems aptitude, including proficiency in MS Office suiteSelf-motivated and dependable individual with strong phone etiquette and customer service...


  • The Woodlands, United States Renee Langdon - State Farm Agent Full time

    Benefits: License Reimbursement Salary Plus Commission Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION:As a Customer Relations Representative - State Farm Agent Team Member with Renee...


  • The Woodlands, United States Renee Langdon - State Farm Agent Full time

    Benefits: License Reimbursement Salary Plus Commission Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION:As a Customer Relations Representative - State Farm Agent Team Member with Renee...


  • The Woodlands, United States TWFG Insurance Full time

    Responsibilities and RequirementsThe ideal candidate for this role will possess excellent organizational and time management skills, with the ability to prioritize tasks and work efficiently in a fast-paced environment.Key responsibilities include:Supporting the Reception/Processing team during periods of high volume or absenceEnsuring accurate and timely...


  • The Woodlands, United States TWFG Insurance Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our Reception/Processing team as a Back-Up Receptionist/Processor. This key support role involves providing exceptional customer service through effective communication and ensuring seamless day-to-day operations.Key responsibilities include:Providing back-up coverage for...


  • The Colony, Texas, United States Brent Holtz - State Farm Agent Full time

    Job SummaryWe are seeking an organized and detail-oriented Receptionist - State Farm Agent Team Member to join our dynamic team at Brent Holtz - State Farm Agent.Main Responsibilities:Ensuring a positive client experience through warm greetings and effective communication.Managing appointment scheduling and office communications with precision.Providing...