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Insurance - Customer Service Representative / CSR - Full Time

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Updated Jul 17, 2019
Job Description

TWFG Insurance - Cherie Johnson (Evergreen Circle Branch-The Woodlands TX) is looking for an enthusiastic, career-minded, self-motivated individual to work in a professional sales environment. Must have a background in personal lines insurance. Requires the ability to be proficient with computer systems and understand how to navigate an Agency Management system.

Job Description:

Handle daily client interaction including research and resolve problems, coverage's questions, change requests and follow up, etc.
Sales Oriented Personality.
Must be organized within work environment.
Must be accustomed to showing up to work consistently and on time.
Keep agency management system information updated, including policies, applications, contacts, etc.
Work renewals including gathering updated information, requesting quotes, reviewing quotes for proper coverage and accuracy, and binding coverage.
Knowledge of navigating carrier websites to assist clients with their needs, including change requests, billing, claims, quoting, etc.
Prepare proposals, quotes and other documents as required.
Demonstrate knowledge of the Microsoft Office suite of products including Excel, Word, Outlook, etc ..
Must have working knowledge of how to utilize EZLynx or similar rating systems.
Bilingual is preferred but not mandatory. Experience in other areas will be considered.

Kindly do not apply if you do not have a P&C License and a background in personal lines insurance.

Skills Required

Property & Casualty Insurance including Auto & Homeowners: 3 years (Preferred) Commercial experience is a plus.
High school or equivalent (Required) College is a plus.
The Woodlands, TX
Personal Lines Property & Casualty Insurance License (Required)


$14.00 – $18.00 Per Hour & PTO & Holidays

Job Categories

Job Types(s):   Administrative / Clerical, Customer Service

Industry(s):   Insurance

Employment Type:   Employee - Full Time

Job Location(s):   The Woodlands

Contact Information

TWFG Insurance Services - Cherie Johnson

Fax:  866-733-1907

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