Job Details

Licensed Property & Casualty Insurance CSR May 14, 2025

MY019

Located in Wichita Falls, TX

Pay: 17.00

Job Full Description

Licensed Property & Casualty Insurance Representative $17.00+/HR BOE

A Wichita Falls family-owned insurance company is seeking a self-motivated and organized licensed property and casualty CSR to join their growing independent insurance agency. This is a great position with a wonderful company with the opportunity for advancement and career growth. Responsibilities for the P&C CSR include processing insurance quotes, presenting new business and renewal quotes, servicing existing clients, and processing claims. If you are passionate about delivering superior customer service, this is the job for you. To be considered for this position, applicants must have a clean background and pass a drug screen. Pay for this position starts at $20/HR and increases based on experience and education. 

Job Duties & Responsibilities:

Quoting New Business
• Quoting will include, but may not be limited to home, auto, renters, umbrella, boat, & recreational lines
• Pre-qualify and analyze prospect. Obtain all information needed and enter into quoting system, to determine best rates and fit for client
• Present quote to client & review coverages
• Solicit other lines of business for account rounding.
• If writing policy, obtain signatures, payment information, and any additional required information.
• Review issued policy for accuracy
• Forward binder, ID cards, policy or any required document to insured & or mortgagee
• Attach all required documents into client electronic file in agency management system
• Update client file with all required notes and client correspondence
Renewals
• Run renewal report and document premium changes in client file & agency spreadsheet
• Re-shop with carriers if necessary
• If able to find a better coverage for premium, present quotes and go through quoting steps above
• If no better options are found, send appropriate email to client
Miscellaneous Job Duties
• Process client payments and answer client billing inquiries
• Process loss payee and mortgagee changes on carrier websites
• Take mortgagee calls to confirm premium, coverages & mortgagee clause
• Process endorsements as needed
• Process cancellations
• Sen account round emails to clients, call and follow up
• Process claim emails/calls as they come in
• Misc. projects as they come up

Job Requirements:

  • Property and Casualty License
  • A minimum of 3 years experience as an insurance CSR
  • Exceptional verbal and written communication
  • Efficient with technology
  • Skilled with Microsoft Office Suite
  • Ability to manage multiple tasks and prioritize projects
  • Pleasant and friendly voice and personality
  • Ability to work independently and as a part of a team
  • High School Diploma
  • Enthusiastic & positive attitude

 

Wichita Falls, TX
1794
3612 kemp Boulevard
Wichita Falls, TX 76308

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