Insurance Representative
Crebrid+WCL, Plano, TX, United States
About the Company
WCL Insurance is a premier insurance agency dedicated to empowering real estate investors across the United States. Based in Plano, Texas, we specialize in Builder’s Risk and Landlord Insurance, providing tailored coverage solutions for house flips and rental properties. Our focus is on delivering the most cost-effective options without compromising comprehensive coverage. Recognizing the fast-paced nature of real estate investment, our innovative approach allows clients to apply and receive a quote on the same day. At WCL Insurance, we cultivate a collaborative and growth-oriented workplace where your expertise can drive meaningful impact.
About the Role As an Insurance Representative, you would act as a reliable and detail-oriented Customer Service Representative (CSR) to support our insurance agency with policy servicing and administrative tasks. This role focuses on assisting existing clients, processing policy changes, and ensuring smooth day-to-day agency operations.
This is a non-sales position. The CSR will focus on delivering excellent service to our clients and supporting the agency team.
Work Environment This role involves daily interaction with clients and insurance carriers and requires strong attention to detail and professionalism. The CSR plays a key role in maintaining excellent service standards for our clients.
Key Responsibilities
Assist clients with policy servicing requests such as:
Policy changes
Coverage updates
Address or billing changes
ID cards and certificates
Process endorsements and policy updates through carrier systems
Respond to client inquiries via phone, email, and in person
Review policies for accuracy and assist with documentation
Handle billing questions and payment processing
Enter and update client policy information in the agency management system
Maintain accurate and complete client records within the agency management system
Prepare and maintain reports as needed
Follow up with insurance carriers regarding policy changes or questionsSupport the agency with administrative tasks and client communications
Collaborate closely with our lending sister company to manage their lender-placed insurance policies
Help ensure a high level of customer satisfaction and retention
Required Skills & Qualifications
Previous customer service experience preferred
Insurance agency experience is a plus but not required
Strong communication and interpersonal skills
Excellent organizational and multitasking abilities
High attention to detail
Comfortable working with computer systems and CRM/agency software
Ability to prioritize tasks and work independently
Preferred Qualifications
Experience working in an insurance agency
Familiarity with agency management systems
Active Property & Casualty insurance license (preferred but not required)
Professional Attributes
Exceptional ethical judgment and unwavering integrity
Strategic thinking with strong analytical capabilities
Outstanding written and verbal communication skills
Ability to thrive in a fast-paced, metric-driven environment
Work well within a team environment and possess a collaborative spirit
Solution-oriented approach to complex challenges
Commitment to continuous improvement and professional growth
Compensation & Benefits WCL Insurance provides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including:
Comprehensive medical, dental, and vision coverage with employer-subsidized premiums
Company-sponsored 401(k) retirement plan
Paid time off (PTO), including vacation, sick time, and company-recognized holidays
Employer-paid basic life insurance with optional supplemental coverage
Annual performance-based bonus eligibility, where applicable
Professional development, learning opportunities, and room to grow in your career
Flexible or hybrid work arrangements, subject to role requirements
At WCL Insurance, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of the insurance industry.
For more information, please visit wclinsurance.com.
We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.
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About the Role As an Insurance Representative, you would act as a reliable and detail-oriented Customer Service Representative (CSR) to support our insurance agency with policy servicing and administrative tasks. This role focuses on assisting existing clients, processing policy changes, and ensuring smooth day-to-day agency operations.
This is a non-sales position. The CSR will focus on delivering excellent service to our clients and supporting the agency team.
Work Environment This role involves daily interaction with clients and insurance carriers and requires strong attention to detail and professionalism. The CSR plays a key role in maintaining excellent service standards for our clients.
Key Responsibilities
Assist clients with policy servicing requests such as:
Policy changes
Coverage updates
Address or billing changes
ID cards and certificates
Process endorsements and policy updates through carrier systems
Respond to client inquiries via phone, email, and in person
Review policies for accuracy and assist with documentation
Handle billing questions and payment processing
Enter and update client policy information in the agency management system
Maintain accurate and complete client records within the agency management system
Prepare and maintain reports as needed
Follow up with insurance carriers regarding policy changes or questionsSupport the agency with administrative tasks and client communications
Collaborate closely with our lending sister company to manage their lender-placed insurance policies
Help ensure a high level of customer satisfaction and retention
Required Skills & Qualifications
Previous customer service experience preferred
Insurance agency experience is a plus but not required
Strong communication and interpersonal skills
Excellent organizational and multitasking abilities
High attention to detail
Comfortable working with computer systems and CRM/agency software
Ability to prioritize tasks and work independently
Preferred Qualifications
Experience working in an insurance agency
Familiarity with agency management systems
Active Property & Casualty insurance license (preferred but not required)
Professional Attributes
Exceptional ethical judgment and unwavering integrity
Strategic thinking with strong analytical capabilities
Outstanding written and verbal communication skills
Ability to thrive in a fast-paced, metric-driven environment
Work well within a team environment and possess a collaborative spirit
Solution-oriented approach to complex challenges
Commitment to continuous improvement and professional growth
Compensation & Benefits WCL Insurance provides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including:
Comprehensive medical, dental, and vision coverage with employer-subsidized premiums
Company-sponsored 401(k) retirement plan
Paid time off (PTO), including vacation, sick time, and company-recognized holidays
Employer-paid basic life insurance with optional supplemental coverage
Annual performance-based bonus eligibility, where applicable
Professional development, learning opportunities, and room to grow in your career
Flexible or hybrid work arrangements, subject to role requirements
At WCL Insurance, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of the insurance industry.
For more information, please visit wclinsurance.com.
We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.
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