If you are serious about applying, please call us (713) 686-2700 anytime between 830AM to 530PM Monday – Friday, ready to send a complete resume our way.

**No prior experience needed**
**Prior experience in commercial or personal lines a plus!**
***English/ Spanish – BILINGUAL A PLUS!***

**Entry-Level ONLY**
**Exceptions for Licensed Agents with Prior Experience**

Candidates we are interested in will have the following attributes:
– Tech-savvy a MUST
– Detail-oriented a MUST
– Organizational Skills
– Positive, Open & Trainable Attitude
– Team & Goal Oriented
– Reliable, Timely, Dependable, Stable
– Excellent Memory & Process Retention Skills
– Writing & Speaking Efficiency & Accuracy
– Innovative, Resourceful, a PROBLEM-SOLVER!
– Professional Appearance & Communication Skills

A snapshot of what a position in our office can offer you:
**Quarterly Performance Reviews for New Applicants with opportunity for increases
**Experienced, Hands-on Training, Direction & Oversight
**Opportunity for Growth
**Bonuses Available for non-licensed CSRs
**Commissions Available for Licensed CSRs
**Group Health Opt-in after 90 Days
**PAID Holidays after 6 Months
**PAID Personal Days after 6 Months
**PAID Vacation after 1 YR

Position Details: CSR/ Processor – ENTRY-LEVEL to Experienced
*Interact with & greet clients, companies & business partners kindly and professionally
*Inbound call point-person(s) – directing call to correct party & screening call to see if you can assist first
*Client account handling & processing including learning:
– Agency Management System protocol
– General office procedures
– Daily payment batching
– Quoting portals
– Submission guidelines
– Quoting & Closing processes
*Daily courtesy calls for account service, renewals or follow-ups for new business, as directed
*Daily detailed note-taking for every client interaction via phone, e-mail, mail, etc
*Daily task follow-ups including deadlines
*Daily Policy Service & Retention with training & oversight, including but not limited to:
– Addressing & Resolving past due account balances (payment reminders & processing)
– Processing simple & complex Certificates of Insurance
– Processing simple & complex endorsement requests
– Processing simple & complex account and/or policy inquiries/ issues
– Processing & Resolving policy Inspections for Existing & New clients/ accounts
– Processing & Resolving policy Audits for Existing & New clients/ accounts
– Processing & Resolving policy Reinstatements & Cancellations
*Inbound Claims handling with training & oversight
*Calling & quoting Renewal & New business with training & oversight
*Obtaining detailed data & completing applications to submit to companies
*Real-time data input to tracking spreadsheets
*General paper-processing & scanning

Skills/Qualifications:
Data Entry Skills, Microsoft Office Suite – Word, Excel a MUST, Thoroughness, Organization, Typing, Attention to Detail, Decision Making, Informing Others, Internal Communications, Results Driven

We are a primarily commercial insurance agency with a few personal lines clients – the majority of contact will be with individuals, companies, contractors, business partners & mortgage companies. We strive to offer specialized, above-average service and coverage to our clients and value hands-on training for all newcomers. Your purpose is to provide SUPERIOR account service, handling & processing by learning and efficiently implementing our agency’s principles, guidelines & processes to reach our team’s Retention & Growth Goals.