P&C Licensed CSR
Denton, TX
Full-time
Job type
Full-time
Schedule
Salary
Hourly + Bonuses
Exciting Opportunity!
Receive a $250 sign-on bonus after successfully completing your 90-day probationary period! Don’t miss out on this fantastic chance to kickstart your career with us. Bonus payable per the company’s standard payroll processing schedule.
Position Overview
- Assist customers with inquiries related to P&C insurance policies, including coverage, billing, and claims.
- Process policy changes, renewals, endorsements, and cancellations in a timely and accurate manner.
- Provide quotes for new and existing customers while ensuring compliance with underwriting guidelines.
- Educate clients on policy options to ensure they have adequate coverage based on their needs.
- Maintain accurate records of customer interactions, transactions, and follow-ups within the agency’s system.
- Collaborate with underwriters, agents, and other team members to address customer needs efficiently.
- Stay up to date with industry regulations, company policies, and product offerings.
- Handle incoming calls from customers promptly and professionally.
- Initiate outbound calls to follow up on inquiries, resolve issues, or promote products and services.
- Identify customer concerns and resolve them effectively to ensure a positive experience.
- Utilize problem-solving skills and product knowledge to address inquiries and complaints.
- Strive to provide swift resolutions to customer issues and inquiries, maintaining efficiency while ensuring accuracy and quality in interactions.
- Engage with customers to understand their needs and preferences, offering personalized solutions and recommendations to meet individual requirements.
- Actively promote our products and services during customer interactions, utilizing upselling and cross-selling techniques to maximize sales opportunities.
- Maintain compliance with regulatory requirements and adhere to company policies and data protection guidelines.
Qualifications
- Active Property & Casualty (P&C) License required.
- Previous experience in a customer service or sales role within the insurance industry preferred.
- Strong communication and interpersonal skills with a customer-first approach.
- Ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment.
- Proficiency in using insurance management systems and Microsoft Office Suite.
- Bilingual (English/Spanish) is a plus.
Requisitos
- Licencia activa de Propiedad y Accidentes (P&C) requerida.
- Experiencia previa en servicio al cliente o ventas en la industria de seguros (preferido).
- Habilidades sólidas de comunicación e interpersonales con un enfoque centrado en el cliente.
- Capacidad para multitareas, priorizar el trabajo y cumplir con plazos en un entorno dinámico.
- Dominio del uso de sistemas de gestión de seguros y Microsoft Office Suite.
- Ser bilingüe (inglés/español) es un plus.
Note: The above statements are intended to describe the general nature and level of work performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, knowledge, and skills required for this role. UniVista Insurance is an equal opportunity employer. Employment offer is subject to qualifications, references, and background verification.
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