Licensed Service Agent

Job Description

Join us and grow your career to new heights. R&H Insurance Services LLC in Bedford, Texas, is looking for a confident, experienced Administration / CSR to join our team. In this Full-Time position, you will be responsible for selling and promoting our products. We are a dedicated and driven team with a focus on providing each of our customers with amazing customer service.

If you are looking for a new opportunity to grow, this may be the role for you. Your positive attitude and knowledge of products and services will make you an amazing asset to our customers. If you are ready to grow your sales career,
Apply Today!

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Retirement Plan

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products and services.
• Provide exceptional customer service and support.
• Maintains inventory of office supplies and forms - places orders weekly.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Handle customer renewals.

• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Professional phone etiquette.
• Problem-Solving Capabilities.
• A Property & Casualty insurance license is required.
• Strong work ethic and leadership skills.
• Bilingual, fluent in both English and Spanish is beneficial.