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