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

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Policy ManagementQuality ChecksCross-SellingRetention StrategiesProcess Updates

Soft Skills

Communication SkillsClient ExperienceMentoringFeedback Contribution

Certifications

Texas P&C License