Find & Apply For Account Manager / Representative Jobs in Marshall, Texas

Job Overview We are seeking a dynamic and dedicated Licensed Insurance Customer Service Representative (CSR) to join our team! In this energetic role, you will be the friendly face and knowledgeable voice guiding clients through their insurance needs. Your expertise will help build lasting relationships, provide tailored insurance solutions, and ensure exceptional customer experiences. If you're passionate about insurance, thrive in a fast-paced environment, and enjoy helping others navigate their coverage options, this is the perfect opportunity to elevate your career! Responsibilities Engage with clients via phone, email, and in person to understand their insurance needs and provide expert guidance on policies including health, life, property, casualty, and commercial insurance. Assist clients in selecting appropriate coverage options by analyzing their individual requirements and explaining policy details clearly. Manage client accounts using CRM (Customer Relationship Management) systems to track interactions, policy changes, and follow-up actions. Conduct sales activities such as outbound telemarketing and outside sales efforts to attract new clients and expand existing accounts. Negotiate policy terms and premiums with clients while ensuring compliance with insurance regulations and company policies. Support benefits administration by explaining coverage options for health and life insurance plans, ensuring clients understand their benefits fully. Build strong customer relationships through excellent communication skills, proactive follow-up, and personalized service to foster loyalty and retention. Requirements Valid state license as a General Lines P&C agent or equivalent certification with a focus on property casualty. Proven experience in insurance sales or customer service within the retail or commercial insurance sectors. Strong negotiation skills with the ability to communicate complex policy details clearly and confidently. Knowledge of insurance regulation standards and compliance requirements across different jurisdictions. Proficiency in Microsoft Office Suite (Word, Excel) and CRM systems for efficient client management. Excellent analysis skills to assess client needs accurately and recommend suitable coverage options. Multilingual or bilingual abilities are highly desirable to serve diverse client populations effectively. Familiarity with telemarketing techniques, benefits administration processes, and sales administration tools is a plus. Exceptional communication skills—both verbal and written—to build rapport with clients and team members alike. Join us in delivering outstanding service while growing your expertise in a vibrant environment! We're committed to supporting your professional development as you help clients secure their future through comprehensive insurance solutions.

Pay:

$40,000.00 - $100,000.00 per year

Work Location:

In person