Insurance Account Manager

El Dorado Insurance Agency, Inc.

Customer Service Representative handling insurance account inquiries and providing documentation in Texas. Collaborating with clients and team to enhance customer service and maintain policies.

Posted 4/12/2026full-timeHouston • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Requirements

What you’ll need

Hold a Texas P&C Insurance License.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.
Demonstrate strong customer focus and an excellent phone manner.
Strong written and verbal communication skills.
Excellent math and reading skills to perform calculations.
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills.
Ability to handle difficult situations with customers and solve complex problems without direct supervision.

Benefits

Comp & perks

401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Paid time off
Flexible work from home options

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance productsrating proceduresunderwriting procedurescoverage evaluationpolicy renewal processingpayment processingcustomer documentationclaims servicerecord maintenanceproblem resolution

Soft Skills

customer focusexcellent phone mannerwritten communicationverbal communicationattention to detailorganizationmulti-taskingfollow-upproblem-solvingmentoring

Certifications

Texas P&C Insurance License