Personal Lines Insurance Representative Customer Service & Sales

Chuck Nash Auto Group • San Marcos, TX

4d • $50,000 - $75,000 • Onsite

About The Position

Westside Insurance is seeking a bilingual Personal Lines Insurance Representative to join their team in a combined Customer Service & Sales role. This position is ideal for someone who enjoys assisting customers, solving problems, building relationships, and identifying opportunities to better protect existing clients. The agency welcomes candidates with prior Property & Casualty insurance experience who are willing to obtain their Texas P&C license within 90 days, with licensing costs covered by the agency.

Requirements

• Bilingual English/Spanish required
• Prior Property & Casualty insurance experience
• Willingness to obtain a Texas P&C license within 90 days (if not currently licensed)
• Strong customer service and relationship-building skills
• Comfortable making outbound calls and following up with customers
• Motivated to identify sales opportunities within an existing book of business
• Strong organization, multitasking, and attention to detail
• Dependable with strong attendance and punctuality
• Coachable, positive, and willing to learn
• Able to work independently and as part of a team
• Comfortable recommending insurance solutions and handling objections

Nice To Haves

• Active Texas P&C license preferred

Responsibilities

• Assist customers with billing questions, policy changes, ID cards, renewals, cancellations, claims questions, lender requests, and other policy needs
• Handle inbound and outbound calls, walk-ins, and online inquiries
• Conduct policy reviews and help customers understand their coverage
• Support renewals, retention efforts, and account management
• Cross-sell Auto, Home, Renters, and other personal lines products
• Follow up with existing customers, previous quotes, and sales opportunities
• Ask for referrals and identify additional insurance needs
• Maintain accurate notes and documentation in the agency CRM
• Work assigned customer accounts and meet attainable service and sales goals

Benefits

• Medical, dental, and vision benefits
• 401(k)
• Paid time off
• Paid continuing education and license renewals
• Support for obtaining additional licenses, including Life & Health
• Employee discounts on vehicles and service through Chuck Nash Chevrolet Buick GMC

What This Job Offers

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