Customer Service Representative / Insurance Sales Agent

About TIA

TIA-Texas Insurance Agency is an industry leader that specializes in providing low-cost insurance to thousands of Texas residents and businesses. We are dedicated to exceeding expectations through excellent service, affordable rates, and convenient locations. We are on an exciting growth journey and need exceptional talent to drive our vision.

Position Purpose

TIA is seeking energetic and hungry individuals with an entrepreneurial spirit to join our fast-paced sales team as a Customer Service Representative / Insurance Sales Agent. You will work with a team that shares your desire to win. This 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, such as automobile, motorcycle, home, travel, fire, and property, and possibly specialized policies such as marine or commercial, depending on license type.
• Communicate with clients to understand their financial resources and needs, the physical condition of the property to be insured, and any existing insurance coverage.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Provide excellent service by explaining the 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 they are an acceptable insurance risk.
• Contact underwriting and submit forms to bind coverage. Forms must be completed and submitted on time so that policy requirements are met.
• Calculate premiums, establish payment methods, and process payments.
• 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 through networking and marketing.
• Work with your office to develop marketing strategies to attract new customers.
• Assist customers with insurance claims to ensure quality customer service.
• Follow up with policyholders daily on 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.
• Maintain reliable transportation for daily marketing and bank deposits.
• Assist with daily housekeeping routines, including but not limited to turning on lights and signs, making coffee, ensuring equipment and computers are ready for work, and keeping customer areas, the break room, and restrooms clean.
• Attend meetings, seminars, and programs to learn about new products and services, build 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 or insurance sales experience preferred
• Basic knowledge of the insurance industry is a plus
• Valid and current County Mutual, Limited Lines, or Property & Casualty license in Texas (highly preferred, but not required)

Requirements for Success

• Good organizational and interpersonal skills with a strong customer focus
• Basic computer knowledge and strong written, verbal, and people skills
• Intermediate to advanced written communication skills (spelling, grammar, and punctuation) and verbal communication skills
• Able to work independently with minimal or no supervision
• Ability to quickly learn company and proprietary software
• Bilingual (Spanish/English) preferred, but not required

Physical Demands

The physical demands described here are representative of those required to 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 handle or feel objects, and reach with hands and arms. The employee must be able to work within safety guidelines as they pertain to TIA standards of operation.