Licensed Insurance Customer Service Representative

Job Description

Welcome to The David Reed Agency, where we believe in building lasting relationships founded on trust and outstanding service! Located right here in Katy, Texas, we're a dedicated team passionate about protecting what matters most to our community. We're not just an insurance agency; we're your neighbors, committed to providing personalized guidance and support. We're excited to expand our family and are looking for a Licensed Insurance Customer Service Representative who shares our enthusiasm for helping people.

In this role, you'll be the friendly voice and helping hand for our valued policyholders. You'll dive into assisting them with everything from policy questions to making important updates, always ensuring they feel heard and well‑cared for. If you have a knack for making people feel comfortable and a genuine desire to provide top‑notch service, you'll fit right in. Come join a team that values your contribution and fosters a positive, supportive work environment right here in Katy!

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule

Serve as the primary point of contact for policyholders, addressing inquiries regarding their insurance policies with warmth and professionalism.

Assist clients with policy changes, endorsements, and cancellations, ensuring accuracy and completeness.

Process new business applications and renewal information, verifying details and coordinating with underwriting teams.

Handle billing inquiries and payment processing, offering clear explanations and solutions.

Respond to customer service requests via phone, email, and in‑person interactions promptly and efficiently.

Build and maintain positive relationships with clients by providing exceptional support and anticipating their needs.

Collaborate with the sales team to ensure a smooth transition for new clients and support existing ones.

Maintain accurate and up-to-date client records in the agency's management system.

Active Texas Property & Commercial Insurance License required.

Minimum of 2 years' experience in a customer service role, preferably within the insurance industry.

Prior Allstate experience a huge plus.

Excellent communication and active listening skills.

Proficiency in using customer relationship management (CRM) software.

Strong problem-solving abilities and a detail-oriented approach.

Ability to manage multiple tasks effectively in a dynamic office setting.

High school diploma or equivalent required; some college coursework is a plus.