Personal Lines Insurance CSR
- Employer
- Hoffman Insurance Group
- Location
- Sugar Land, Texas
- Salary
- $35,000 - $40,000 depending on experience and if licensed
- Posted
- Jun 11, 2019
- Closes
- Jul 05, 2019
- Category
- Customer Service
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
PERSONAL LINES INSURANCE - CUSTOMER SERVICE REPRESENTATIVE
CSR needed to assist independent insurance agency in Sugar Land, with personal lines insurance. This position will focus heavily on making policy changes, obtaining information from clients and explaining coverage to clients, as well as some quoting. Duties will include, but are not limited to:
· Answer incoming phone calls
· Make outgoing phone calls
· Update client records in agency management system
· Update client files
· Making policy changes such as adding/removing vehicles, drivers, etc.
· Quoting (mainly personal auto and home insurance)
· Taking and applying payments
· Explain coverage to clients (mainly personal auto and home insurance)
· Review client renewals and re-market if necessary
At least 1 year of experience in personal lines insurance is required. A current Texas P&C insurance license is preferred, but will consider applicants not yet licensed, if they have experience. If hired, you must obtain a P&C license within 6 weeks of employment. Must be familiar with all Microsoft computer applications. Knowledge with the evo management system is a plus!
Salary range is $35k-$40k depending on experience and if you have a current insurance license.