What are the responsibilities and job description for the INSURANCE CUSTOMER SERVICE REPRESENTATIVE IN KATY (TX) position at TWFG INSURANCE KATY BRANCH?
Responsibilities:
- Bilingual, Provide exceptional customer service to clients via phone, email, and chat in English and Spanish.
- Assist Potential Customers and actual Insureds with solutions to their needs, and related to taking accurately information for Insurance Quotes, Generate Certificates of Insurance (COI's), taking Insurance Policy Modifications, providing support in Payments, using Office Tools like Windows, Office365, Internet Websites, Insurance Software and related Technologies.
- Be solutions oriented, and provide the appropriate solutions to demands or forward the requests to the appropriate department.
- Assist customers with Insurance information, and answering requests of Insurance Transactions status
- Support Insurance Endorsements and changes accurately and efficiently
- Update internal Insured records and update control information according with the Agency Standards.
- Perform data entry tasks to update Insured Data Bases and transaction details
- Communicate with Insurance Support Services Providers related with the Agency Operation.
Skills:
- Capacity to work under a standarized and complex enviroment, well defined and regulated by external Entities, learning every day, motivated, taking learning notes and mantaining a daily to-do-list.
- Excellent phone etiquette and communication skills.
- Report on-time alerts, related to actions pending and information to other internal Insurance Agency processes. Team work.
- Fluent in English (like a 100% Native Speaker, written and verbal) to assist effectively English-speaking customers (90% of the time)
- Fluent in Spanish (like a Native Speaker, written and verbal) to assist effectively Spanish-speaking customers (10% of the time)
- Strong Interaction skills with the ability to provide support with Insurance products and services
- Proficient in data entry with a high level of accuracy. Zero typing errors, using spelling strategies to avoid errors and ommissions..
- Ability to effectively communicate with customers, coworkers and provide exceptional service
- Experience with Insurance Agencies is a plus
We offer very competitive compensation, including productivity bonus!.
Join our team of dedicated customer service representatives today!
Job Type: Full-time
Pay: $14.24 - $18.25 per hour
Expected hours: 40 per week
Benefits:
- Flexible schedule
- On-the-job training
- Professional development assistance
- Referral program
Experience level:
- 1 year
Shift:
- 8 hour shift
- Day shift
Weekly day range:
- Monday to Friday
Work setting:
- In-person
- Office
Application Question(s):
- Did you take the Two Indeed Customer Service SKILLS test? (Mandatory)
Education:
- High school or equivalent (Required)
Experience:
- Insurance Customer Service: 1 year (Required)
- Windows and Office Technologies: 1 year (Required)
Language:
- English (100% proficiency) (Required)
- Spanish (100% proficiency) (Required)
License/Certification:
- Insurance License (Desired but not required) (Preferred)
- TEXAS Driver's License (Required)
Shift availability:
- Day Shift (Required)
Ability to Commute:
- Katy, TX 77450 (Required)
Work Location: In person