Job Description

Job Description

Job Description

Are you looking to advance your career or get your start in the Insurance Industry?

The Powell Agency is seeking a Licensed Insurance Customer Service Representative who is passionate about helping others, thrives in a fast-paced environment, and believes in educating clients - not just answering questions. Youll be the first line of support for our valued policyholders, ensuring they feel heard, informed, and protected at every turn.

**Candidate must have an active Texas General Lines Property & Casualty License to be on-boarded however, Licensing Assistance is Available**

Who we are

At The Powell Agency, were not just writing policieswere building lasting partnerships. As a veteran-owned, award-winning insurance practice based in North Texas, we specialize in consultative insurance solutions for individuals, families, and small businesses. Weve been named one of D Magazines Best Insurance Agents in Dallas (2024 & 2025), and rank in the top 10% of agencies nationwide.

Our approach is different: we lead with education, deliver a white-glove experience, and serve as our clients Partners in Protection from quote to claim. If you're a licensed insurance professional looking to grow in a high-integrity, high-performance environment, we want to meet you.

What You Can Expect

• A warm, values-driven workplace where client care comes first
• Ongoing education and professional development
• Licensing support (if needed), and growth opportunities
• Competitive compensation and benefits
• A "Work Hard, Play Hard" team culture
• A mission that matters: we serve real people, with real needs, in real moments of crisis

How to Apply

• Think you'd make a great fit? We'd love to hear from you - submit your application and complete the brief assessment so we can best understand how to support your career.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Client Service & Relationship Management

• Serve as a trusted resource for clients, responding to inquiries via phone, text, email, and in-person
• Proactively identify coverage gaps, opportunities, and cross-sell needs during every interaction
• Help clients understand policy changes, billing questions, and coverage options in plain, empowering language
• Provide mid-term and renewal policy reviews and coverage explanations using tools like Loom, AgencyZoom, and Canopy Connect

Policy Servicing & Processing

• Handle endorsements, policy changes, cancellations, reinstatements, and other routine service transactions
• Submit underwriting requests, issue certificates, and process ID cards/documents efficiently and accurately
• Follow up on open service requests and maintain clear documentation in our CRM and carrier portals

Team Collaboration & Culture

• Coordinate with our licensed Advisors, Account Managers, and Virtual Assistants to provide seamless service
• Support the sales team by reinforcing our value proposition and converting service interactions into retention opportunities
• Embody The Powell Agencys voice and values in every client and carrier interaction

Required:

• Active Property & Casualty Insurance License (Texas)
• 1-3 years of client facing/customer service experience
• Strong communication and emotional intelligence skills
• Ability to work independently, prioritize tasks, and stay organized in a fast-paced environment
• Comfort with CRM platforms (AgencyZoom preferred), carrier portals, and digital communication tools

Preferred:

• Familiarity with consultative insurance practices and the Behavioral Change Stairway Model (BCSM)
• Experience supporting multi-line accounts (home, auto, umbrella, life, business)
• Prior use of automation tools, virtual service platforms, and/or Virtual Assistants
• 1-3 years of client facing/customer service experience in personal lines or small commercial insurance servicing

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