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Ai United Insurance

Customer Service Representative / Insurance Agent

Customer Service Representatives / Insurance Agents are responsible for handling multiple types of customer experience inquiries, resolving service concerns, documenting customer requests, and completing policy changes.
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.

Customer Service Representative / Insurance Agent

Please fill out the form below and we will get back to you as soon as possible.
Address:
Are you at least 18 years of age?
Date Available:
Are you willing to travel up to 15 miles to work?
Do you speak fluent English and Spanish?
Can you work Monday through Friday from 9:00 AM to 7:00 PM? and Saturday from 10:00 AM to 5:00 PM?
Are you computer literate?
What is your typing speed?
How did you hear about us?
Referred By?
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