Insurance CSR

SMA Insurance Services
Plano, TX, United States
Full-time
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Company Description

SMA Insurance is a leading provider of insurance solutions. We are committed to delivering exceptional customer service and innovative products.

As independent agents we collaborate with multiple carriers, delivering Comprehensive Insurance Solutions. We offer tailored coverage that fits our clients' business, personal and family needs.

Position Summary : We are seeking a highly motivated and customer-oriented Insurance Customer Service Representative to join our team.

The ideal candidate will have a strong understanding of personal and commercial lines of insurance and be able to provide exceptional service to our clients.

Responsibilities :

  • Provide excellent customer service to both personal and commercial insurance clients.
  • Process policy changes, endorsements, and cancellations.
  • Handle customer inquiries and complaints in a professional and timely manner.
  • Assist with underwriting and policy issuance.
  • Maintain accurate and up-to-date customer records.
  • Stay informed about industry trends and regulatory changes.

Qualifications :

  • Licensed producer in General Lines through Texas Department of Insurance.
  • High school diploma or equivalent.
  • Previous experience in insurance customer service preferred.
  • Strong communication and interpersonal skills.
  • Ability to multitask and prioritize tasks effectively.
  • Proficient in Microsoft Office Suite.
  • Knowledge of Agency Management Systems (AMS-360); used to manage all aspects of insurance policies, including customer information, policy details, billing, and claims.

Benefits : We offer a hybrid flexible work schedule, computer automation and phone stipend.

To Apply : Please submit your resume and cover letter to [email protected].

Equal Opportunity Employer : SMA Insurance is an equal opportunity employer and values diversity. We are committed to creating an inclusive environment for all employees.

5 days ago
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