Customer Service Representative/Insurance Agent
A-MAX Auto Insurance
Kerrville, 425 Main St, Kerrville, Texas, United States of America
5h ago

Job Responsibilities :

  • Assist customers with various types of insurance needs ex. automobile, motorcycle, home, travel, fire, and property and possibly specialized policies such as marine or commercial needs depending on license type.
  • Communicate with clients to understand their financial resources and needs, the physical condition of the property to be insured, and discuss any existing insurance coverage.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Provide excellent service by explaining features, advantages and disadvantages of various policies to promote the sale of insurance plans.
  • Inspect vehicles, examining general condition, age, and other characteristics, to decide if it is an acceptable insurance risk.
  • Contact underwriting and submit forms to bind coverage.Agents must complete and submit forms timely so that policy requirements are achieved.
  • Calculate premiums and establish payment method and process payments.You will also help prepare required daily reports and use MS Excel and math skills to report transactions and balance reports.
  • Seek out new clients, generate lists of prospective clients, and develop clientele by networking and marketing.You and your office will develop marketing strategies to attract new customers.
  • Assist customer with communication of insurance claims to ensure quality customer service.
  • Reach out to policyholders daily to follow up on various matters such as, payment requests, suspensions, renewals, and policy cancellations.
  • Perform administrative tasks, such as organizing and completing paperwork, filing, maintaining records and handling policy renewals daily.
  • Must have reliable transportation for daily marketing and bank deposits.
  • Assist with daily housekeeping routines which include but are not limited to : turning on lights and signs, making coffee, ensuring equipment and computers are ready for work, and customer areas (tables, floors) are free of dirt, dust and other debris.
  • Daily housekeeping of the break room and rest rooms are required as well.

  • Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
  • Complete continuing education courses as required to maintain active license status with TDI.

    Education / Licensing :

  • High School Diploma or GED
  • Customer Service / Insurance Sales Experience preferred
  • Basic knowledge of Insurance Industry, is a plus
  • Hold a valid and current County Mutual, Limited Lines or Property & Casualty License in Texas (highly preferred, but not required)
  • Experience / Successful Requirements :

  • Good organizational and interpersonal skills with a strong customer focus.
  • Basic Computer knowledge and possess strong written, verbal and people skills.
  • Demonstrated intermediate to advanced written communication skills (spelling, grammar, and punctuation) and verbal communications skills.
  • Able to work independently with minimal / no supervision.
  • Ability to quickly learn any Company / Proprietary software is necessary.
  • Bilingual (Spanish / English) preferred, but not required
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