Insurance Customer Service Representative | Licensed Customer Service Representative at SHANNON MILLER INSURANCE LLC – San Antonio, Texas

Company Description

Shannon Miller Insurance is an insurance broker agency based in San Antonio, Texas, specializing in providing insurance services to individuals, families, and businesses. Our mission is to deliver personalized service and expert advice while building long-lasting relationships rooted in trust and integrity.

Role Description

This is a full-time role for a Licensed Customer Service Representative. We are open to on-site, remote, or hybrid arrangements.

Key Responsibilities:

• Answer inbound calls and conduct outbound follow-up as needed
• Actively listen to identify customer needs and provide tailored solutions
• Use a customer-focused, needs-based review process to educate clients on coverage options
• Build strong rapport with clients and create meaningful, long-term relationships
• Conduct proactive renewal reviews with clients, focusing on coverage, value, and opportunities to better protect their needs
• Deliver energetic, proactive, and extraordinary service that exceeds customer expectations
• Identify opportunities to ask for referrals and generate new business through exceptional service experiences
• Provide accurate information regarding products, policies, and services
• Adapt quickly to new processes, carriers, and systems
• Maintain all licensing, agency, and carrier compliance requirements
• Document all customer interactions and update records in the database
• Collaborate with team members to resolve issues and ensure a seamless client experience
• Stay up-to-date on product knowledge and industry changes
• Handle escalated concerns with empathy, professionalism, and strong problem-solving skills

Requirements

• Active Property & Casualty License in the state of Texas (Required)
• Minimum 2 years of experience in Personal Lines insurance customer support (Required)
• High School diploma or equivalent

Qualifications

• Strong ability to build rapport and establish trust quickly with clients
• Natural relationship-builder with a referral-focused mindset
• Energetic personality with a passion for delivering above-and-beyond service
• Ability to work independently and as part of a team
• Comfortable with technology and basic computer systems
• Excellent communication and interpersonal skills (verbal and written)
• Strong problem-solving skills and ability to handle difficult conversations
• High attention to detail while maintaining a big-picture perspective
• Genuine desire to help others and match products to client needs