Insurance Representative

Crebrid+WCL • Plano, TX

12d

About The Position

As a Insurance Representative, you would act as reliable and detail-oriented Customer Service Representative (CSR) to support our insurance agency with policy servicing and administrative tasks. This role focuses on assisting existing clients, processing policy changes, and ensuring smooth day-to-day agency operations.
This is a non-sales position. The CSR will focus on delivering excellent service to our clients and supporting the agency team.

Requirements

• Previous customer service experience preferred
• Insurance agency experience is a plus but not required
• Strong communication and interpersonal skills
• Excellent organizational and multitasking abilities
• High attention to detail
• Comfortable working with computer systems and CRM/agency software
• Ability to prioritize tasks and work independently

Nice To Haves

• Experience working in an insurance agency
• Familiarity with agency management systems
• Active Property & Casualty insurance license (preferred but not required)

Responsibilities

• Assist clients with policy servicing requests such as:
• Policy changes
• Coverage updates
• Address or billing changes
• ID cards and certificates
• Process endorsements and policy updates through carrier systems
• Respond to client inquiries via phone, email, and in person
• Review policies for accuracy and assist with documentation
• Handle billing questions and payment processing
• Enter and update client policy information in the agency management system
• Maintain accurate and complete client records within the agency management system
• Prepare and maintain reports as needed
• Follow up with insurance carriers regarding policy changes or questions
• Support the agency with administrative tasks and client communications
• Collaborate closely with our lending sister company to manage their lender-placed insurance policies
• Help ensure a high level of customer satisfaction and retention

Benefits

• Comprehensive medical, dental, and vision coverage with employer-subsidized premiums
• Company-sponsored 401(k) retirement plan
• Paid time off (PTO), including vacation, sick time, and company-recognized holidays
• Employer-paid basic life insurance with optional supplemental coverage
• Annual performance-based bonus eligibility, where applicable
• Professional development, learning opportunities, and room to grow in your career
• Flexible or hybrid work arrangements, subject to role requirements

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed