Customer Service Representative

2 days ago

Houston, TX, United States One Agency Full-time
We are seeking a motivated, people-focused professional to help individuals and families understand and select coverage options that meet their needs. This position involves building client relationships, explaining available benefits, completing enrollments, and providing ongoing support. Responsibilities Meet with prospective and existing clients virtually or in person. Assess client needs and explain available insurance and benefit options. Recommend suitable coverage based on each client's circumstances. Guide clients through applications, enrollment, and policy documentation. Answer questions and provide ongoing policyholder support. Maintain accurate client records and follow up on appointments. Participate in training, coaching, and professional development. Follow applicable insurance regulations and organizational procedures. Qualifications Strong communication, presentation, and interpersonal skills. Self-motivated, organized, and comfortable working independently. Customer service, sales, or insurance experience is an asset. Ability to learn insurance products and explain them clearly. Comfortable using video-conferencing and digital enrollment tools. A valid insurance license may be required; licensing support may be available. High school diploma or equivalent required. Work Environment Remote or hybrid opportunities may be available. Flexible scheduling based on client needs. Training and mentorship provided. Opportunities for professional growth and advancement.