Independent Insurance Agents of Texas (IIAT)

Client Services Representative

• Provide service to existing clients related to updating policies
• Answer customer calls and correspondence regarding new or existing insurance policies
• Work with new clients to understand needs and gather necessary data
• Set appointments and/or client calls to review existing policies and coverage needs
• Confer with customers to provide detailed information about products and services
• Resolve product or service issues by clarifying the customer's concern
• Maintain records of customer interactions and transactions
• Collaborate with team members and mentor staff

Client Service Representative

Producer

• Prospect, develop, and close new commercial insurance opportunities
• Build and maintain strong relationships with business owners, referral partners, and centers of influence
• Generate leads through networking, community involvement, referrals, and strategic outreach
• Identify client risk exposures and develop customized insurance solutions
• Collaborate with internal account management and service teams to ensure smooth onboarding and long-term client satisfaction
• Maintain consistent pipeline activity and meet established sales goals

Commercial Lines Producer

• Develop and maintain referral relationships with loan officers, mortgage brokers, real estate agents, financial professionals, and other centers of influence
• Generate and close new personal lines insurance opportunities, including home, auto, umbrella, renters, and related coverages
• Build a strong community presence through networking events, industry partnerships, and strategic outreach
• Identify client insurance needs and provide customized coverage solutions
• Maintain consistent pipeline activity and achieve established sales goals
• Collaborate with internal account management and service teams to ensure an excellent client experience

Client Service Representative

Commercial Lines Producer

Personal Lines Producer