What are the responsibilities and job description for the Customer Service Manager position at The Insurance Team?
Company Description
The Insurance Team is a family founded and owned company that was built on a foundation of exceptional customer service and relationship-focused values. We specialize in offering honest and personalized insurance solutions that exceed client expectations. Our services span Life, Accident, Health, Auto, Home, Business, and Commercial coverage, ensuring every client makes informed decisions. Guided by our commitment to care and integrity, we prioritize building trust and lasting partnerships.
General Role Description
This is a full-time, on-site role for a Customer Service Manager based in Brownsville, Texas. The Customer Service Manager will oversee daily operations, ensure customer satisfaction, and and work closely with the agency owner and other insurance agents to support a high-performing agency. This role has growth potential, with the opportunity and direct path to advance into an Office Manager position within 12 months for the right candidate.
Qualifications
- Driven to learn and grow within the company
- Strong expertise in Customer Satisfaction and Customer Service Management
- Experience with Customer Support and effective client relationship management
- Proven Analytical Skills and the ability to evaluate and improve service processes
- Excellent Communication skills, both verbal and written
- Leadership and team management experience
- Proficiency with customer service software or CRM systems is a plus
- Associate's Degree and/or Bachelor’s degree in Business Administration, Communications, or a related field is preferred
- Bilingual: Proficient in both English and Spanish at a professional level in speaking and writing
- Ability to work onsite
Responsibilities
- Greeting and assisting clients when they walk through the door, creating a welcoming and professional first impression
- Answering inbound calls and responding to client inquiries via phone and email in a timely and professional manner
- Processing client payments and providing payment assistance and reminders
- Scheduling appointments and managing the calendars of the agency owner and agents
- Handling new client intake, including collecting and entering accurate client information
- Maintaining and updating client records in the agency CRM (AgencyBloc)
- Supporting agents with policy changes, renewals, endorsements, and general client follow-up
- Assisting with new business applications and document preparation
- Coordinating claim reporting and serving as the initial point of contact between clients and carriers
- Managing office communications including mail, emails, and voicemail
- Keeping the front office organized and ensuring day-to-day operations run efficiently
- HIPAA Compliance
Compensation: Varies by experience
Benefits:
- 401(k) retirement account matching
- Health Insurance
- Life Insurance
- Competitive salary
- Paid-time off
- ***Opportunity for training & growth within family of companies
We are looking for an individual who is driven and looking to grow with us. If you want a career, not a temporary job, then we encourage you to apply.