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Goosehead Insurance

Senior Client Support Agent

Goosehead Insurance

Client Support Agent delivering front-line support through calls and chats for insurance services. Expertise involves managing policy updates and mentoring junior staff for compliance and service excellence.

Posted 7/8/2026full-timeWestlake • Texas • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in delivering client support through various channels while ensuring compliance with state regulations. Proficient in mentoring agents and managing policy changes with a focus on continuous improvement.

Highest-signal resume keywords
Texas P&C LicenseInsurance Service ExperienceSalesforce DocumentationBilingual (English/Spanish)Attention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Policy ManagementQuality ChecksCross-SellingRetention StrategiesProcess Updates
Soft Skills
Communication SkillsClient ExperienceMentoringFeedback Contribution
Tools & Technologies
SalesforceCarrier Systems
Certifications & Qualifications
Texas P&C License
Industry Keywords
InsuranceComplianceSOP RefinementNon-Call Support

About the role

Key responsibilities & impact
  • Deliver front-line support through inbound intro calls and non-call channels
  • Balance efficiency with a warm client experience while identifying opportunities for cross-sell and retention
  • Manage policy changes, process updates and conduct quality checks on complex cases
  • Resolve moderate-to-complex inquiries via email/chat
  • Ensure compliance with state regulations and carrier SLAs
  • Document cases with precision in Salesforce and carrier systems
  • Mentor and train L1-L2 agents on workflow best practices
  • Contribute to continuous improvement through feedback and SOP refinement

Requirements

What you’ll need
  • Texas P&C license (required)
  • 1–2 years in insurance service or related field
  • Proven performance in non-call support roles
  • High school diploma or equivalent
  • Strong attention to detail and communication skills
  • Bilingual (English/ Spanish) is a plus

Benefits

Comp & perks
  • Equal Employment Opportunity
  • Proactive feedback and SOP refinement opportunities