Client Relations Representative (Stewart Insurance)

Stewart TitleUSA TX - Remote, TX
Onsite

About The Position

Stewart Insurance, part of the Stewart family of companies, is seeking a kind, energetic, curious, and service-driven Personal Insurance - Client Relations Representative to join our team and deliver exceptional experiences to our personal insurance clients.

Requirements

  • High school diploma required
  • General Lines Agent – Property & Casualty License
  • Demonstrated skills in handling renewals, policy servicing, and client follow-up in a highly organized and detail-oriented manner
  • Proficiency with computer systems and CRM platforms
  • Typically requires 2+ years of related work experience

Nice To Haves

  • Bachelor’s preferred

Responsibilities

  • Promotes Stewart Insurance services and solutions through sales activities including consultative selling, relationship-building, and exceptional, client-tailored communication skills
  • Identifies cross-selling opportunities and recommends additional coverage solutions by listening to understand and anticipate client needs
  • Proactively manage policy renewals and communicate recommendations clearly
  • Follows standard procedures and guidelines while thriving in a client-focused, production-driven environment
  • Builds and deepens client relationships through product knowledge, education, cross-selling, and delivery of exceptional client experiences
  • Understands how assigned duties relate to others within the team and how the team integrates with related teams
  • Impacts own team through the quality of the support provided in a fast-paced, team-oriented environment
  • Recognizes and solves typical problems; selects solutions from established options
  • Communicates moderately complex information in routine situations to team and insurance carrier partners to deliver exceptional client experiences
  • Works under general supervision with limited ability to modify approach
  • Individual contributor having no supervisory responsibilities; manages own workload
  • Performs all other duties as assigned by management

Benefits

  • variety of health and wellness insurance options and programs
  • paid time off
  • 401(k) with company match
  • employee stock purchase program
  • employee discounts
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