Operations - Customer Service Representative/Insurance Agent
Company: A-Max Insurance Services
Posted on: August 10, 2019
Thursday, August 1, 2019
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
A-MAX Auto Insurance
Customer Service Representative / Agent
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.
- 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
-Inspect vehicles, examining general condition, age, and other
characteristics, to decide if it is an acceptable insurance
- Contact underwriting and submit forms to bind coverage. Agents
must complete and submit forms timely so that policy requirements
-Calculate premiums and establish payment method and process
-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
-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
-Perform administrative tasks, such as organizing and completing
paperwork, filing, maintaining records and handling policy renewals
-Must have reliable transportation for daily marketing and bank
-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
-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.
------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
------Good organizational and interpersonal skills with a strong
------Basic Computer knowledge and possess strong written, verbal
and people skills.
------Demonstrated intermediate to advanced written communication
skills (spelling, grammar, and punctuation) and verbal
------Able to work independently with minimal/no supervision.
------Ability to quickly learn any Company/Proprietary software is
------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.
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.
Keywords: A-Max Insurance Services, Pharr , Operations - Customer Service Representative/Insurance Agent, Sales , Pharr, Texas
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