Customer Service Representative / Insurance Agent

Responsibilities and Duties

• Performing administrative tasks
• Attending meetings, seminars and programs to learn about new products and services, learning new skills, and receiving technical assistance in developing new accounts
• Provide various types of insurance policies to businesses and individuals
• Calculating premiums and establishing payment methods
• Communicating with customers through phone calls, texts, email and other forms of communication
• Communicating with underwriting departments and submitting forms
• Customizing insurance programs to suit individual customers
• Ensuring that policy requirements are fulfilled, including the completion of appropriate forms
• Explaining features, advantages and disadvantages of various policies
• Seeking out new clients and developing clientele by networking, and generating lists of prospective clients
• Get licensed or obtain continuing education courses for licensing purposes

Qualifications and Requirements

To effectively perform the duties of a Customer Service Representative/ Insurance agent, individuals must be able to demonstrate a number of competencies that are essential to the position, which include:

• Bilingual (Spanish/English) Required
• Basic computer knowledge; ability to type 20+ WPM
• Possess strong interpersonal skills
• Be able to communicate clearly, both written and orally
• Be able to prioritize plan work activities as to use time efficiently
• Be organized, accurate, thorough, and able to monitor work for quality
• Be dependable, able to follow instructions, respond to management direction, and must be able to improve performance through management feedback
• Reliable transportation

Education and Licensing

• High School Diploma or GED
• 0 - 6 months Customer Service / Insurance / Sales Experience (preferred)
• Valid County Mutual, Limited Lines or Property & Casualty License in Texas (preferred)

While performing the duties of this job, employee is regularly required to sit. The employee is occasionally required to stand, walk, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 20 pounds.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job - related instructions and to perform any other job - related duties requested by their supervisor.

This job description may be revised due to new responsibilities or duties.