Yates & Associates Insurance & RS Insurance · 4 hours ago
Insurance Service Representative
Stephenville, TX
Full-time
Onsite
Entry, Mid Level
2+ years expYates & Associates Insurance has been serving Boerne, Texas, and surrounding areas for over 30 years, providing comprehensive insurance solutions. The Insurance Service Representative role involves delivering exceptional customer service, overseeing sales activities, and assisting clients with insurance inquiries.
Auto InsuranceCommercial InsuranceInsurance
Hiring Manager
Rodda Yates
Responsibilities
Process Certificates of Insurance (COIs)
Service and support existing client accounts
Handle policy endorsements and updates
Be a trusted resource for our clients
Qualification
Required
At least 2 years of insurance industry experience
Active Property and Casualty license
Strong communication and organizational skills
Ability to juggle multiple tasks with confidence
Customer Service and Sales skills to build relationships and meet client needs
Experience in Research to analyze and identify tailored insurance solutions
Training skills to support team development and knowledge sharing
Strong communication and interpersonal skills
Ability to work independently as well as part of a team
Preferred
Relevant certifications or insurance experience preferred
Company
Yates & Associates Insurance & RS Insurance
Yates & Associates Insurance has been dedicated to serving Boerne, Texas and surrounding areas for over 30 years.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Rodda Yates
Chief Executive Officer
Company data provided by crunchbase