Client Support Specialist - Insurance

Jacobs Insurance Services

Grapevine, Texas

JOB DETAILS
SKILLS
Call Volume, Communication Skills, Compensation and Benefits, Customer Satisfaction, Customer Support/Service, Detail Oriented, Documentation, Insurance, Microsoft Outlook, Multiplatform/Cross-Platform, Multitasking, Property and Casualty Insurance, Sales, Social Media, Telephone Skills, Training/Teaching
LOCATION
Grapevine, Texas
POSTED
30+ days ago
Benefits:
  • Swing shifts
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Parental leave
The  Client Support Specialist works closely with the producer to manage daily responsibilities in a fast-paced, sales-driven office environment. Strong attention to detail, excellent phone skills, and the ability to thrive under pressure are essential. The ideal candidate is comfortable multitasking, managing high call volumes, and answering phone calls with a professional, relationship-driven approach that fosters trust and connection. Proficiency with advanced technology—including operating across four computer screens simultaneously—is required. This position is ideal for someone seeking a long-term career with opportunities for growth. 

Compensation, Benefits & Perks

  • Early Fridays – We close at 4 PM every Friday
  • Flexible Swing Shifts available
  • ‍‍ Employer-sponsored networking events
  • Commission opportunities on commercial, life, property, and casualty products
  • Hourly Pay: All Client support specialist start at 18$ an hour and then progress to 20$ an hour after mastering Level 1 Support. Eligibility for a third pay raise will then occur once the Texas Department of Insurance Property & Casualty License is obtained.
  • We represent multiple top-rated carriers – giving you the competitive edge
  • Visit our website: JacobsInsuranceSolutions.com 
Responsibilities
  • Working with the Insurance producer to manage daily activities
  • Contacting clients on behalf of the producer
  • Scanning 
  • Operating phone systems and transferring calls
  • Going into the carrier websites to obtain applications and documentation need for the agency
  • Data Input
  • Compliance Work
  • Scheduling clients for the Insurance Producer
Qualifications
  • Communication Skills
  • Ability to navigate and utilize multiple Technology systems. Hawk Soft, Agency Zoom, Carrier Websites, Outlook 365, GoTo
Expectations
  • Typically a three round interview process
  • Ability to work in a fast paced environment and learn quickly 
  • Utilization of multiple technology platforms and ability to learn new technology adaptations quickly
  • Interest in a long-term career with Jacobs Insurance Solutions
Licensure
  • Ability to obtain the Texas Property and Casualty License upon hire
About Jacobs Insurance Services
  • Our family-run agency has been in business for over 35 years, and our goal is to help you succeed. Check out our website and social media to see why our customers love us.
Compensation: $18.00 - $25.00 per hour




About the Company

J

Jacobs Insurance Services