- Assist in day-to-day account management.
- Address client inquiries, coverage, and policy questions promptly and professionally.
- Handle claims inquiries and facilitate the claims process for clients.
- Cultivate strong client relationships through regular communication and proactive support.
- Act as a reliable point of contact for clients, addressing their needs and concerns.
- Demonstrate a strong understanding of the underwriting process, including new and renewal business.
- Maintain accurate and organized client files and documentation.
- Prepare and process policy endorsements, certificates of insurance, and other required documents.
- Assist with policy issuance and ensure all documentation complies with industry standards.
- Collaborate with the sales team to support client acquisition and retention efforts.
- Assist in identifying upsell and cross-sell opportunities for existing clients.
- Participate in the preparation of insurance proposals and presentations.
- Assist in assessing client risk profiles to recommend appropriate coverage options.
- Stay informed about industry regulations and compliance requirements.
- Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
- Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.
- Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
- Possesses a full knowledge of insurance products and usages.
- Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
- Holds an active Property and Casualty (P&C) Insurance License - preferred.
- Preferred Agency Management System Experience: NowCerts and/or Vertafore
- 2+ years of relevant insurance industry experience preferred.
- Above average computer skills with the capacity to master essential software programs.
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $40K-$60K (based on experience).
- Paid time off and company holidays.
- Comprehensive benefits package, including health, 401(k), and more.
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Insurance Agent
2 weeks ago
G Zaibaq Insurance Agency Inc Sugar Land, United StatesThe Zaibaq Insurance Agency is expanding and we are looking to hire a new _highly motivated_ CSR/Agent** **to fit into our team located in the southwest Houston/Sugar Land area. · A property and casualty insurance agent license is required besides · **Insurance** **industry exper ...
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Customer Service Rep
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Customer Service Representative
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Financial/business Analyst
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Wallero Technologies Sugar Land, United States**Responsibilities**: · Performance monitoring and reporting: Monitor and report on key performance indicators (KPIs) and objectives of the Division, utilizing digital tools and integration solutions to gather real-time data for insightful analysis to manage profitability & cash ...
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Landscape Estimator/designer
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Houston Landscapes Unlimited Sugar Land, United States**Responsibilities**: · **Estimation**: · - Utilize industry-standard software and techniques to accurately estimate the cost of commercial landscape projects, including materials, labor, and equipment. · - Conduct thorough site assessments to evaluate project requirements, const ...
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Bakery Cashier/foh Team Member 18+only
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Cinnaholic Sugar Land Sugar Land, United States**Title**: Bakery Cashier/FOH Team Member · **Location**: Cinnaholic Sugar Land · **Address**: 13540 University Blvd, Suite 300, Sugar Land, TX 77479 · **WORK FOR US** · Cinnaholic is the original gourmet cinnamon roll bakery. With over 20 unique frosting flavors and a variety of ...
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Safety Manager
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Business Development Executive
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Constructable The Woodlands, United States**Position: Business Development Executive** · **About Constructable** · Constructable is a design-build, and general contractor firm founded on the idea that customers deserve service and satisfaction, in the best, on time, and on budget projects possible. With our home office i ...
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Baker/boh Team Member 18+only
2 weeks ago
Cinnaholic Sugar Land Sugar Land, United States**Title**: Baker/BOH Team Member · **Location**: Cinnaholic Sugar Land · **Address**: 13540 University Blvd, Suite 300, Sugar Land, TX 77479 · WORK FOR US · Cinnaholic is the original gourmet cinnamon roll bakery. With over 20 unique frosting · Flavors and a variety of fresh and ...
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Benefits Specialist
3 weeks ago
PrimeFlight Aviation Services Inc Sugar Land, United States**INTRODUCTION** · Interested in working in aviation? Are you looking for a job with stability and growth opportunities? If you are looking for a career with growth potential and work well in a fast-paced, **team-oriented environment, we want to speak to you** · **Perks of the jo ...
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Billing Manager
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Credit Controller
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Real Estate Broker Assistant
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Receptionist Sugar Land Middle School 2024-2025
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Fort Bend Independent School District Sugar Land, United States· **Job Overview** · Serve as receptionist for a school or department; provide a friendly and helpful atmosphere for visitors to the assigned building and directs incoming telephone calls in a courteous manner. While positions in this class may perform routine general clerical t ...
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Contract Administrator Clerk
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Contract Administrator
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Helium Logistics
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Helpdesk Agent
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Skyline Innovations Woodlands, United StatesWhat can you expect? · You will be the contact person for our clients in all tax matters · You will prepare annual financial statements and tax returns · You will maintain a fixed client base · You will provide business consulting services to our clients · What should you bring? ...
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Commerical Loan Closing Specialist
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Houston Federal Credit Union Sugar Land, United States**Commercial Loan Closing Specialist** · Location: Sugar Land, Texas 77479 · Employment Type: Full Time · Branch Hours: Monday - Friday: 8:30 am to 5:30 pm · **Our History** · Originally chartered as Fluor Mid-Continent Employees Federal Credit Union, HFCU now has the strength of ...
Bilingual Personal/Commercial CSR - Sugar Land, United States - The Jonus Group
Description
Job Description
Bilingual Personal/Commercial CSR
Job Summary
An established agency is looking for a Bilingual Personal/Commercial CSR to join their team. This role is responsible for providing essential service and support functions. You'll handle inquiries, policy updates, and claims support while fostering strong client relationships. If you're detail-oriented, have excellent communication skills, and are dedicated to delivering top-notch customer service, we encourage you to apply
Responsibilities
Qualifications/Requirements
Compensation Package
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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