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PI
Ptacnik Insurance Group
Agency Producer
Career Insights for Insurance Customer Service Representative
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Scorecard
Based on Texas data
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What they do
An Insurance Customer Service Representative responds to customer inquiries about insurance, provides information about insurance products and services, and reports insurance claims. May explain insurance coverage or assist customers with adding or changing coverage. Handles or resolves customer complaints. Keeps records of customer communications and transactions.
$40,669 / year median in Texas
-4% projected decline
Job Description
Agency Producer Ptacnik Insurance Group Brownsville, TX Job Details Part-time | Full-time $25,000 - $150,000 a year 1 day ago Qualifications Customer communication Commercial insurance policies Financial sales Teamwork Customer relationship building Multilingual Health insurance policy knowledge Client rapport building Life insurance knowledge Client database systems Insurance regulation Sales management systems proficiency Prospecting Health insurance sales CRM system proficiency Productivity software Insurance sales Terms and conditions negotiation Full Job Description Overview Join our dynamic team as an Agency Producer and become a vital driver of growth and client success! In this energetic role, you will leverage your sales expertise and insurance knowledge to build strong customer relationships, identify new business opportunities, and deliver tailored insurance solutions. Your proactive approach and excellent communication skills will help expand our client base while ensuring exceptional service standards. This paid position offers a fantastic opportunity to develop your career in the insurance industry within a collaborative and supportive environment. Duties Engage in outside sales activities to prospect new clients through community outreach, networking events, and telemarketing efforts Conduct comprehensive needs analysis to recommend suitable insurance products, including health, life, property, casualty, and commercial insurance policies Negotiate policy terms and premiums with clients to secure mutually beneficial agreements Build and maintain long-term customer relationships through personalized service and regular follow-up Manage sales administration tasks using CRM systems to track leads, opportunities, and client interactions Stay informed on insurance regulations, product updates, and industry trends to provide accurate advice Assist clients with benefits administration, claims support, and policy modifications as needed Qualifications Proven experience in outside sales, retail sales, or telemarketing within the insurance or financial services sector Strong negotiation skills with the ability to communicate complex information clearly and confidently Knowledge of health insurance, life insurance, property casualty insurance, and commercial insurance products Familiarity with CRM systems and proficiency in Microsoft Office Suite for documentation and analysis purposes Excellent customer service skills with a focus on building lasting client relationships Multilingual or bilingual abilities are highly desirable to serve diverse communities effectively Understanding of insurance regulation standards and benefits administration processes Strong analysis skills to evaluate client needs and recommend appropriate coverage options Embark on a rewarding career path where your enthusiasm for sales meets your passion for helping others protect what matters most. We value energetic professionals eager to grow their expertise while making a meaningful impact in our clients' lives!