Customer Service Representative/Insurance Agent
Company: A-Max Auto Insurance
Location: Pharr
Posted on: June 7, 2021
Job Description:
Customer Service Representative/Insurance Agent
Cage, 1501 S Cage Blvd, Suite B, Pharr, Texas, United States
of America Req #2971
Wednesday, May 5, 2021
A-MAX Auto Insurance is an industry leader that specializes in
providing low cost insurance to thousands of Texas residents and
businesses. At A-MAX, we are dedicated to exceeding expectations by
continuing to set forth our commitment of providing excellent
service, affordable rates, and convenient locations. We are on an
exciting growth journey and need exceptional talent to drive our
vision. To view many great employment opportunities, please visit
www.amaxinsurance.com/careers and apply!
Customer Service Representative / Agent
Position Purpose:
A-MAX Auto Insurance is seeking energetic and hungry
individuals with an entrepreneurial spirit to join our fast pace
sales team, as Customer Service Representative / Insurance Sales
Agent. As a CSR / Sales Agent you will work with a team that shares
your desire to win. Position pays a competitive base with a
generous commission structure that works well for those who are
disciplined and follow our proven sales process.
Job Responsibilities:
- Assist customers with various types of insurance needs ex.
automobile, motorcycle, home, travel, fire, and property and
possibly specialized policies such as marine or commercial needs
depending on license type.
- Communicate with clients to understand their financial
resources and needs, the physical condition of the property to be
insured, and discuss any existing insurance coverage.
- Customize insurance programs to suit individual customers,
often covering a variety of risks.
- Provide excellent service by explaining features, advantages
and disadvantages of various policies to promote the sale of
insurance plans.
- Inspect vehicles, examining general condition, age, and other
characteristics, to decide if it is an acceptable insurance
risk.
- Contact underwriting and submit forms to bind coverage. Agents
must complete and submit forms timely so that policy requirements
are achieved.
- Calculate premiums and establish payment method and process
payments. You will also help prepare required daily reports and use
MS Excel and math skills to report transactions and balance
reports.
- Seek out new clients, generate lists of prospective clients,
and develop clientele by networking and marketing. You and your
office will develop marketing strategies to attract new
customers.
- Assist customer with communication of insurance claims to
ensure quality customer service.
- Reach out to policyholders daily to follow up on various
matters such as, payment requests, suspensions, renewals, and
policy cancellations.
- Perform administrative tasks, such as organizing and completing
paperwork, filing, maintaining records and handling policy renewals
daily.
- Must have reliable transportation for daily marketing and bank
deposits.
- Assist with daily housekeeping routines which include but are
not limited to: turning on lights and signs, making coffee,
ensuring equipment and computers are ready for work, and customer
areas (tables, floors) are free of dirt, dust and other debris.
Daily housekeeping of the break room and rest rooms are required as
well.
- Attend meetings, seminars and programs to learn about new
products and services, learn new skills, and receive technical
assistance in developing new accounts. Complete continuing
education courses as required to maintain active license status
with TDI.
Education/Licensing:
- High School Diploma or GED
- Customer Service/Insurance Sales Experience preferred
- Basic knowledge of Insurance Industry, is a plus
- Hold a valid and current County Mutual, Limited Lines or
Property & Casualty License in Texas (highly preferred, but not
required)
Experience/Successful Requirements:
- Good organizational and interpersonal skills with a strong
customer focus.
- Basic Computer knowledge and possess strong written, verbal and
people skills.
- Demonstrated intermediate to advanced written communication
skills (spelling, grammar, and punctuation) and verbal
communications skills.
- Able to work independently with minimal/no supervision.
- Ability to quickly learn any Company/Proprietary software is
necessary.
- Bilingual (Spanish/English) preferred, but not
required
** The physical demands described here are representative
of those that must be met by an employee to successfully perform
the essential functions of this job.** While performing the duties
of this job, the employee is frequently required to stand; walk;
use hands to finger, handle or feel; and reach with hands and arms.
The ability to work within safety guidelines as it pertains to AMAX
standards of operations.
Note
This job description is intended as a guide to reflect the
principal functions of the job. However, it is not an all-inclusive
listing of the required job functions and functions may vary.
Further, the job description is subject to change at the discretion
of Managing Partner.
A-MAX Auto Insurance is committed to creating a diverse
environment and is proud to be an equal opportunity employer.
Other details
Keywords: A-Max Auto Insurance, Pharr , Customer Service Representative/Insurance Agent, Other , Pharr, Texas
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