CUSTOMER SERVICE REPRESENTATIVE FOR PERSONAL LINES INSURANCE - Primary Location

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our San Antonio insurance agency today! Our reputable insurance agency is looking for an exceptional personal lines insurance customer service representative to join our team (In-office). At IBC Insurance Agency Ltd we pride ourselves on our outstanding insurance products and customer service.

Health Insurance

Life Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Paid Time Off (PTO)

Responsibilities

Primary Responsibilities:

Coordinate day to day service needs for clients

Collaborate with Production team on strategy and marketing for new and renewal coverages

Detailed duties:

Provide policy service including changes, payments, claims, 3rd party communications

Research coverage issues, policy problems, cancellation issues, reinstatements, billing problem

Maintain client files and ensure accurate account information

Confer with client and agency personnel to resolve client issues or complaints

Identify and request renewal exposures from client

Identify gaps in coverage to maximize client protection

Prepare final submission for new and renewal marketing

Review new and renewal policies for accuracy in rating and coverage

Overall responsibility of ensuring coverage is placed correctly

Correspond with carrier underwriters

Coordinate billing and premium financing

Follow up on outstanding claims

Coordinate Issuance and quoting of premium finance agreements

Complete final review of policy documents and coordinate delivery to client

Identify opportunities for expanded business through gaps in coverage

Keep informed on industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

• Performs other functions as assigned by management

• Two years of experience in Personal Lines Insurance customer service.
• Bilingual, fluent in both English and Spanish.
• Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance. Must also be current on all Continuing Education (CE) credits needed to renew license.