Client Service Representative

Independent Insurance Agents of Texas (IIAT)

Client Experience Manager managing customer service and support for Ark Insurance Agency. Handling client inquiries and aiding in office procedure development within a family-oriented culture.

Posted 6/24/2026full-timeHouston • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $50,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Hold Property & Casualty insurance license required by your state
Minimum of two years of insurance account management experience
Strong knowledge of insurance products and usages
Demonstrate strong customer focus and an excellent phone manner
Excellent math and reading skills to perform calculations
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation

Benefits

Comp & perks

Competitive Pay
Opportunity for growth
Job Stability in a growing industry

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

insurance account managementinsurance products knowledgemath skillsreading skills

Soft Skills

customer focusexcellent phone mannerattention to detailorganizationmulti-taskingfollow-up skillssense of urgency

Certifications

Property & Casualty insurance license