Leading Insurance Company, AssuredPartners of Texas, is seeking a Remote Personal Lines Insurance Account Representative
Compensation: Salary + bonus (flexible based on experience)
Office Location: Full-time Remote opportunity or In-Office in Plano, TX (ideal). Must be able to work CST hours.
Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time with flexible options available)
The Personal Lines Insurance Account Representative Role:
As a part of our collective team interfacing directly with our clients and prospects, you will be responsible for consistently delivering the AssuredPartners of Texas client experience. The very best team members are teachers at heart. They are clear, compassionate communicators who enjoy connecting with people through information and education. Personal Lines Insurance Account Representatives are warm, accessible, enthusiastic, and caring upon first interaction. Over time, there is a sense of trust and credibility built between our team members and our clients. In the end, our clients feel empowered and energized thanks to the hard work and caring attitude of the
AssuredPartners of Texas team.
Personal Lines Insurance Account Representative Qualifications
Required: Bachelors degree or higher (or equivalent in education and experience)
Required: Existing TX Property and Casualty License or ability to obtain license within 6 months of employment
Required: Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills
Preferred: 0 to 3 years experience in Personal Lines Property and Casualty insurance (no direct experience required)
Preferred: Fluency in Spanish (Bilingual)
High level of proficiency quoting through Independent Agencys appointed carriers
Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company
High attention to detail with data entry accuracy
Personal Lines Insurance Account Representative Responsibilities
Day to day responsibilities include assisting our personal lines insurance clients with policy changes, following up with carriers as needed, and reviewing endorsements for accuracy
Provide top-notch client service to clients
Manage a large number of time-sensitive client issues at any given time
Multi-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
Reduce confusion and frustration by assisting clients/prospects with complex paperwork
Research complex issues, think outside the box to solve problems and follow up promptly with actionable solutions
Resolve client issues in a timely manner pro-actively and collaboratively with the team
Learn and develop technical knowledge through vendor meetings, research, and training classes on an ongoing basis
Keep a detailed record of correspondence through our client relationship system with prospective and existing clients, vendors, and referral partners
AssuredPartners of Texas offers excellent benefits, including:
About AssuredPartners of Texas
AssuredPartners of Texas is a fast-growing, full-service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in north TX.
AssuredPartners of Texas is a Texas-based insurance broker, outsourcing service provider, and consulting firm that leverages its innovative processes and unique team member abilities to educate businesses, employers, individuals, and families on insurance, so they are empowered to take personal responsibility for protecting the important things in their lives.
We care about people. We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers. This includes the usual stuff anyone would expect, like a competitive salary, bonus opportunities, and an attractive benefits offering. Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve.
#a
#LI-NW1
AssuredPartners of Texas
Plano Texas
United States
Customer Service / Call Center
(No Timezone Provided)
Leading Insurance Company, AssuredPartners of Texas, is seeking a Remote Personal Lines Insurance Account Representative
Compensation: Salary + bonus (flexible based on experience)
Office Location: Full-time Remote opportunity or In-Office in Plano, TX (ideal). Must be able to work CST hours.
Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time with flexible options available)
The Personal Lines Insurance Account Representative Role:
As a part of our collective team interfacing directly with our clients and prospects, you will be responsible for consistently delivering the AssuredPartners of Texas client experience. The very best team members are teachers at heart. They are clear, compassionate communicators who enjoy connecting with people through information and education. Personal Lines Insurance Account Representatives are warm, accessible, enthusiastic, and caring upon first interaction. Over time, there is a sense of trust and credibility built between our team members and our clients. In the end, our clients feel empowered and energized thanks to the hard work and caring attitude of the
AssuredPartners of Texas team.
Personal Lines Insurance Account Representative Qualifications
Required: Bachelors degree or higher (or equivalent in education and experience)
Required: Existing TX Property and Casualty License or ability to obtain license within 6 months of employment
Required: Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills
Preferred: 0 to 3 years experience in Personal Lines Property and Casualty insurance (no direct experience required)
Preferred: Fluency in Spanish (Bilingual)
High level of proficiency quoting through Independent Agencys appointed carriers
Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company
High attention to detail with data entry accuracy
Personal Lines Insurance Account Representative Responsibilities
Day to day responsibilities include assisting our personal lines insurance clients with policy changes, following up with carriers as needed, and reviewing endorsements for accuracy
Provide top-notch client service to clients
Manage a large number of time-sensitive client issues at any given time
Multi-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity
Reduce confusion and frustration by assisting clients/prospects with complex paperwork
Research complex issues, think outside the box to solve problems and follow up promptly with actionable solutions
Resolve client issues in a timely manner pro-actively and collaboratively with the team
Learn and develop technical knowledge through vendor meetings, research, and training classes on an ongoing basis
Keep a detailed record of correspondence through our client relationship system with prospective and existing clients, vendors, and referral partners
AssuredPartners of Texas offers excellent benefits, including:
About AssuredPartners of Texas
AssuredPartners of Texas is a fast-growing, full-service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in north TX.
AssuredPartners of Texas is a Texas-based insurance broker, outsourcing service provider, and consulting firm that leverages its innovative processes and unique team member abilities to educate businesses, employers, individuals, and families on insurance, so they are empowered to take personal responsibility for protecting the important things in their lives.
We care about people. We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers. This includes the usual stuff anyone would expect, like a competitive salary, bonus opportunities, and an attractive benefits offering. Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve.
#a
#LI-NW1