Client Support Specialist - Insurance
About The Position
The Client Support Specialist works closely with the producer to manage daily responsibilities in a fast-paced, sales-driven office environment. Strong attention to detail, excellent phone skills, and the ability to thrive under pressure are essential. The ideal candidate is comfortable multitasking, managing high call volumes, and answering phone calls with a professional, relationship-driven approach that fosters trust and connection. Proficiency with advanced technology—including operating across four computer screens simultaneously—is required. This position is ideal for someone seeking a long-term career with opportunities for growth. If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIAT member agency is a great career choice! IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers—more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community. IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing – is this the right career for you?
Requirements
- Communication Skills
- Ability to navigate and utilize multiple Technology systems. Hawk Soft, Agency Zoom, Carrier Websites, Outlook 365, GoTo
- Typically a three round interview process
- Ability to work in a fast paced environment and learn quickly
- Interest in a long-term career with Jacobs Insurance Solutions
- Ability to obtain the Texas Property and Casualty License upon hire
Responsibilities
- Working with the Insurance producer to manage daily activities
- Contacting clients on behalf of the producer
- Scanning
- Operating phone systems and transferring calls
- Going into the carrier websites to obtain applications and documentation need for the agency
- Data Input
- Compliance Work
- Scheduling clients for the Insurance Producer
Benefits
- Swing shifts
- Opportunity for advancement
- Paid time off
- Dental insurance
- Health insurance
- Training & development
- Vision insurance
- Parental leave
- Early Fridays – We close at 4 PM every Friday
- Flexible Swing Shifts available
- Employer-sponsored networking events
- Commission opportunities on commercial, life, property, and casualty products
- Hourly Pay : $18 - $25
- Health Insurance Package - Ability to enroll in Medical, Vision, Dental, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
