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Personal Lines CSR
Twfg Insurance Services - Humble, TX
posted 3 months ago
About the position
The CSR/Account Manager is responsible for assisting current and prospective home and auto insurance clients by ensuring their insurance needs are met and that they have the appropriate coverage for their situations. This role includes quoting and issuing new personal lines insurance policies, processing policy changes, and maintaining customer information. The position offers a remote work option one day a week after three months of employment and includes a new business bonus after the same period.
Responsibilities
- Quote and issue new personal lines insurance policies
- Process changes to policies for current customers
- Answer customer questions
- Review current policies and suggest changes
- Maintain customer information system, including entry of new customers and updates to current customers
Requirements
- Must have a property and casualty insurance license in Texas
- Must have at least 1 year of experience as a Personal Lines CSR or Account Manager
- Dependable
- Ability to communicate well with customers, on the phone, via email or in person
- Ability to learn multiple insurance companies
- Attention to detail
Benefits
- Paid Time Off (PTO)
- Retirement Plan
