OUR POLICY IS CARING.

Who are we?

At the end of the day, TWFG is a company that cares. We care about our customers, their customers, their families, and the communities in which they have chosen to build their lives. And we wouldn't be the company we are today without the caring people who make it possible. Those who come in every day with the hope – the goal – of making a real difference in the lives of the people we protect. We treat you like one of our own.
Because you are.

What are the job requirements?

We are looking for a licensed Customer Service Representative (CSR) to join our growing team! As a Licensed CSR, you will play a role in assisting our existing team by promoting our independent market insurance carriers, our independent market carrier’s products and growing the business through new business sales, remarketing current client accounts, cross-selling current client accounts, and retention.

· Must have an active Property and Casualty License (P&C)

· Excellent verbal and written communication skills

· 2-3 years of Independent Insurance experience, with knowledge of LA insurance markets for all personal lines’ insurance.

· Ability to work well individually and with a team and understand agency’s Standard Operating Procedures.

· Strong persuasion skills with the ability to “close a sale”

· Have the ability to meet and exceed individual and team sales goals

· Self-motivated individual who has a positive attitude and the ability to work with a sense of urgency and purpose

· Has strong computer skills and is proficient in MS Outlook, Word, and Excel

· Works with In-House leads only – NO COLD CALLING

· Can work the hours of 8:30 am–5:00 pm or 9:00 am-5:30 pm NOTE: (Some Remote Work may be approved)

NOTE: Experience and License a MUST – no need to apply without these credentials

What will my day-to-day job description entail?

• Quoting, remarketing, cross-selling in accordance with company standard operating procedures
• Communicate and consistently follow up with existing clients, prospects, mortgage lenders and realtors
• Connecting with clients via phone, email, and text; and actively engage with prospects and current clients to understand the clients’ needs and present suitable solutions.
• Maintain accurate and up-to-date records for each client and have the ability to work in our “EVO” database management system
• Responsible for timely reaching out to existing clients to review their current insurance, offer recommendations, and ask for additional lines of business
• Process client payments, invoice mortgage companies, and present evidence of insurance for client closings
• Complete files that meet underwriting guidelines and company’s compliance required documentation
• Accountable for daily reports which include expirations, non-renewals, cancellations, underwriting issues and any other action item
• Stay up to date on insurance industry trends, carrier product offerings, carrier guidelines as well as understand who our competitors are and what makes TWFG different
• Have direct access to the top insurance carriers in our market
• Actively participate in educational carrier webinars for training purposes
• Effectively communicate with the Agency Manager and Director of Sales on pressing items daily

Job Type: Permanent

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Independent Insurance: 2 years (Preferred)

License/Certification:

• Property and Casualty Insurance License (Preferred)

Ability to Relocate:

• Metairie, LA 70005: Relocate before starting work (Required)

Work Location: In person