Customer Service Consultant (P&C Insurance Agent)
$47,840–$47,840 year
On-siteFarmers Branch, Texas, United States
Job Summary
Manage an existing book of business, focusing on growth and retention while delivering exceptional customer service. Routinely conduct consultative conversations with clients to ensure all coverage needs are addressed, advising on coverages, completing endorsements, cancellations, and policy issuance. Generate and sell cross-sell, referral, and up-sell opportunities while resolving customer requests such as billing and document requests. Complete all required applications and documentation according to carrier and company guidelines. Meet personal and team qualitative and quantitative service and sales targets. Maintain a professional demeanor in all interactions with internal and external customers. Work onsite in Farmers Branch, TX, Monday through Friday across three shift options.
Required Qualifications
- An active Property & Casualty license
- High school diploma or equivalent
- Effective and precise telephone etiquette
- P&C Insurance experience
- 1+ years of customer service experience
- Excellent attention to detail and organizational skills
- Ability to work well independently and on a team
- Precise verbal and written communication skills
- Ability to work in a fast-paced environment
- Ability to deliver a tailored, white-glove experience to all clients
- Must be available to work Monday - Friday either of 3 shifts: 8am - 5pm, 9am - 6pm, or 10am - 7pm
- Location: 100% Onsite at 11511 Luna Rd Farmers Branch, TX 75234
Desired Qualifications
- Bachelor's Degree
- Experience handling multi-carrier, multi-state quoting
- 1+ year experience working in a call center environment
- Bilingual- fluent in English and Spanish
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