Customer Service and Sales Representative
Jennifer Hickman-Farmers Insurance Agency2 months ago
San Antonio, TX, United States
On-site
Full-time
Junior Level (1-3 years)
Job Description
Warning: All applicants will receive an online assessment immediately after applying. Your application will NOT be considered without completing the assessment
About TP
Jennifer Hickman Insurance Agency is an award-winning insurance agency committed to providing exceptional service and smart insurance solutions to our clients. With a strong focus on customer satisfaction and integrity, weve built a reputation for excellence in the insurance industry.
Your Responsibilities
- Service and maintain existing client policies, including policy changes, renewals, and billing support
- Review renewals with clients and identify opportunities to improve coverage or pricing
- Prepare insurance quotes, present options, and close sales when appropriate
- Process endorsements, Evidence of Insurance (EOI) requests, and other policy documentation
- Provide friendly, professional service to all clients (in-person, phone, and email)
- Accept and process premium payments accurately
- Respond to client inquiries, cancellation requests, and service needs within required timeframes
- Follow up with clients to ensure satisfaction and support retention efforts
- Maintain accurate documentation and follow agency workflows
Requirements
- Active Texas Property & Casualty license (required)
- Prior insurance experience preferred (service and/or sales)
- Positive, professional attitude with a strong customer-service mindset
- Self-starter with a sense of urgency and ability to manage priorities
- Strong multitasking, follow-through, and follow-up skills
- Excellent written and verbal communication skills
- Solid problem-solving and decision-making abilities
- Comfortable working in a fast-paced, high-volume environment
- Proficient with computers and agency management systems
- Must be able to pass a background check
Skills:
- Background Investigation
- Billing
- Communication Skills
- Computer Skills
- Customer Relations
- Customer Retention/Renewal
- Customer Satisfaction
- Customer Support/Service
- Dental Insurance
- Develop and Maintain Customers
- Documentation
- Follow Through
- Health Insurance
- Insurance
- Multitasking
- Needs Assessment
- Presentation/Verbal Skills
- Pricing
- Problem Solving Skills
- Professional Services
- Retirement Plan
- Sales
- Sales Closing Skills
- Systems Administration/Management
- Vision Plan
- Writing Skills
Contact
Jennifer Hickman-Farmers Insurance Agency
Required Skills
Systems Administration/Management
Background Investigation
Customer Satisfaction
Dental Insurance
Problem Solving Skills
Writing Skills
Customer Retention/Renewal
Retirement Plan
Vision Plan
Health Insurance
Sales
Presentation/Verbal Skills
Sales Closing Skills
Documentation
Billing
Needs Assessment
Customer Relations
Professional Services
Customer Support/Service
Follow Through
Computer Skills
Communication Skills
Pricing
Multitasking
Develop and Maintain Customers
Insurance