Client Service Representative, Insurance Sales & Service
Overview
Own client relationships at a growing agency at scale, delivering exceptional service and identifying sales opportunities. Collaborate with a team to review client needs and provide coverage solutions while supporting claims, billing, and policy changes. This role blends service excellence with targeted growth, and includes training and career advancement.
What You'll Do10
- 1Build lasting client relationships through phone, email, and in-person interactions
- 2Review client insurance needs and recommend coverage solutions to drive retention and satisfaction
- 3Generate new business via referrals, cross-selling, account rounding, and lead follow-up
- 4Identify and capitalize on sales opportunities within the existing client base to meet production goals
- 5Assist clients with policy changes, billing questions, claims support, and coverage reviews
- 6Meet or exceed individual sales and production goals by following up on opportunities
- 7Provide accurate information and guidance to clients to support informed decision-making
- 8Document client interactions and update policy details in the system
- 9Collaborate with team to develop and implement client retention strategies
- 10Ensure compliance with licensing and regulatory requirements
Requirements7
- 1Property Casualty Insurance License is required
- 2Strong communication, relationship-building, and sales skills
- 3Customer service and/or sales experience preferred
- 4Self-motivated, competitive, and goal-oriented
- 5Ability to confidently recommend products and ask for the sale
- 6Organized, detail-oriented, and capable of managing multiple priorities
- 7Onsite role in Houston, Texas with standard Monday-Friday schedule
Salary Insight
$40 - $60k per year
Location
Required Skills
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