Licensed Insurance CSR (Customer Service Representative

Company Description

Burg Insurance Group is an independent insurance agency based in Cypress, Texas, serving individuals, families, and business owners across North Houston. The agency focuses on providing clear, tailored insurance guidance that helps clients understand their options and make confident decisions about protecting their assets. By working with multiple preferred insurance carriers, Burg Insurance Group designs coverage that aligns with real-world risk rather than minimum requirements and coordinates policies to work together effectively.

The team prioritizes proper coverage limits, identifying gaps and exclusions, and offering long-term protection through objective recommendations and flexible solutions. Clients value the agency's transparency, thoughtful advice, and ongoing support across home, auto, flood, umbrella, life, health, and business insurance.

The Licensed Insurance CSR ("Customer Service Representative") is a full-time, on-site role located in Cypress, TX. This role is responsible for providing responsive, professional support to personal and commercial lines clients, including answering inquiries, processing policy changes, and assisting with billing and claims-related questions. The CSR will help clients understand coverage, explain policy details, and coordinate with insurance carriers to resolve issues efficiently.

Day-to-day responsibilities include managing phone and email communications, maintaining accurate client records, preparing quotes and renewal documents, and supporting producers with account servicing needs. The role also involves proactively contributing to a positive client experience by ensuring timely follow-up, clear communication, and strong attention to detail.

• Demonstrated skills in customer service, customer support, and customer satisfaction.
• Experience enhancing customer experience and working effectively as a customer service representative.
• Active Property & Casualty insurance license in the state of Texas (or ability to obtain within a defined timeframe).
• Previous experience in an insurance agency or related financial services environment is preferred.
• Strong written and verbal communication skills, with the ability to explain insurance concepts clearly.
• Proficiency with insurance agency management systems and common office software tools.
• High level of accuracy, organizational skills, and reliability in handling client information and policy documentation.
• Ability to work collaboratively in an on-site team environment and maintain a professional, client-focused demeanor.