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Account Manager/Client Manager/CSR Kerrville

First Insurance Agency of the Hill Country, Inc.

Account Manager/Client Manager/CSR

Full Time • Kerrville

First Insurance Agency works with our customers to help them obtain the best insurance protection for their needs. Our agency strives to represent quality insurance companies to partner with their insurance requirements. We are a general independent insurance agency with a broad range of Commercial, Personal, Life, and Health products. We have aligned ourselves with some of the finest companies to deliver these products to our clients. Being independent means we won’t sell customers “our products”, we will provide them with the products which best fit their individual needs. We will continually strive to provide the best coverages at the best prices possible, even if it means switching companies, we are here for them and that is why we need your help to do so.

The Customer Service Representative at First Insurance Agency is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.
 
Benefits/Perks:
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry
  • Full Time Position
  • Paid Vacation Earned
  • Retirement Plan Options
  • Group Health Insurance Provided
 
Responsibilities
  • Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims.
  • Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
 
Qualifications
  • Hold the insurance license required by your state and have a minimum of two years of insurance account management experience as well as a Bachelor’s Degree or comparable work experience.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
  • Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
  • Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.
 
 
 
Compensation: $20,000.00 - $40,000.00 per year




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Benefits of working as an Independent Insurance Agent

 
Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)