Licensed Insurance Customer Service Representative

Paine Insurance GroupMcKinney, TX

$40,000 - $50,000 / year

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Overview

Remote

On-site

Compensation

$40,000-$50,000/year

Job Description

We are seeking a motivated and customer-focused Insurance Retention Specialist to strengthen client relationships and improve policy retention. This role is responsible for proactively engaging with existing clients, identifying coverage needs, addressing concerns, and implementing retention strategies that enhance customer satisfaction and long-term loyalty.

The ideal candidate is skilled in relationship building, problem-solving, and consultative communication, with a strong understanding of insurance products and customer service best practices.

Salary Range: $40000.00 - $50000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Responsibilities

Contact existing policyholders to review coverage, renewals, and account changes.

Proactively identify retention risks and implement strategies to prevent policy cancellations.

Conduct policy reviews and recommend coverage solutions that align with clients' needs.

Respond to customer inquiries regarding billing, coverage, claims, and policy changes.

Build and maintain strong client relationships through regular outreach and follow-up.

Document all customer interactions accurately within the agency management system and CRM.

Collaborate with producers, account managers, and service teams to resolve client concerns.

Track retention metrics and contribute to achieving agency retention goals.

Assist with cross-selling and upselling opportunities when appropriate.

Support automation campaigns, renewal workflows, and customer engagement initiatives.

Requirements

High school diploma or equivalent. Active Insurnace License with Texas Department of Insurance
Minimum 2 years of customer service, account management, or insurance experience.
Excellent verbal and written communication skills.
Strong organizational and time-management abilities.
Ability to handle sensitive customer situations professionally.

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FAQs About Licensed Insurance Customer Service Representative Jobs at Paine Insurance Group

What is the work location for this position at Paine Insurance Group?

This job at Paine Insurance Group is located in McKinney, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Paine Insurance Group?

Candidates can expect a pay range of $40,000 and $50,000 per year.

What employment applies to this position at Paine Insurance Group?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Paine Insurance Group?

You can apply for this role at Paine Insurance Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.