Texas Licensed Client Relations Representative

Job Summary

Seeking a Texas Licensed Client Relations Representative, the full-time remote position will manage client relationships, promote insurance services through consultative selling, and proactively handle policy renewals while delivering exceptional client experiences.

Key responsibilities

• Promote insurance services and solutions through sales activities and relationship-building
• Identify cross-selling opportunities and manage policy renewals with clear communication
• Build and deepen client relationships through product knowledge and exceptional service

Required qualifications

• High school diploma required; Bachelor's degree preferred
• General Lines Agent - Property & Casualty License
• Minimum of 2 years of related work experience in policy servicing and client follow-up
• Proficiency with computer systems and CRM platforms
• Demonstrated skills in handling renewals in an organized manner