P&C Insurance Service Specialist

Our client is a high-volume, fast-paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company. Customer Success Representative Job Responsibilities: • Answers a high volume of phone calls daily. • Processes changes to active policies. • Provides efficient and effective 5-star customer service. • Enters client data into insurance quoting systems, keeping data accurate. • Obtains underwriting approval by completing insurance applications for coverage and gathering required documentation. Ideal candidates will possess the following: • 3 years of Customer Service Experience in the Insurance Industry, preferably in an independent agency. • Property and Casualty license • Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes. • Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions • Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively. • Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary. • Excellent communication skills • Well-organized with good follow-through to completion • Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web-based, computer software programs.

Location: Dallas, TX, US

Posted Date: 6/7/2025