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Independent Insurance Agents of Texas (IIAT)

Personal Lines Customer Service Representative

Independent Insurance Agents of Texas (IIAT), Mckinney, Texas, United States, 75070


BevCap Management, LLC is a proven leader in P&C Insurance and Employee Benefits consulting, specializing in alternative risk transfer and creative solutions for our clients. We proactively consult with clients on the challenges facing their business to actively manage risk and cost via custom designed programs. Our clients are mid-to upper middle-market and National Account level businesses as well as Captive's and other programs. For personal insurance, our risk managers assist in tailoring a custom program to manage an individuals or family's risk exposure.

BevCap is the 2022 South Central Award Winner for Best Independent Agency to Work For by Insurance Journal. We are located in downtown McKinney, TX, firm culture is exceptional, offering the ability to work from an amazing office location for collaboration and flexibility to work remotely.

We are currently seeking a full-time Personal Lines Customer Service Representative to join our growing team in McKinney. Candidates will need to have a broad knowledge of all lines of personal insurance and be detailed-oriented with accurate data entry experience.

Responsibilities include:

Market new and renewal business - complete Acord applications and generating summaries of insurance/policy schedules.Review policies and endorsements for accuracy and request appropriate changes from carriers; attach policies, endorsements and correspondence in EPICInteract daily with clients, underwriters, and brokers by phone/emailInvoicing in agency management system (EPIC) and assist clients with billing issuesUtilize carriers online rating programs; access their system daily for policy/endorsement issuance/changes; process downloads from the carrierRun Replacement Cost Estimates (MSB); Process Inspection ReportsIssuance of Certificates of Insurance in EPIC for Commercial Lines teamQualifications:

2+ years Personal Lines insurance experience preferredMust have Texas Property & Casualty Insurance License (or willing to obtain within 3 months of employment)Proficient in Microsoft Office (Word, Outlook and Excel)Experience with Applied/EPIC a plusAbility to work independently with good organizational and time management skillsBenefits include:

Exceptional fully paid health insurance for employee with spouse/family coverage availableDental, Vision, Life401(k)PTOIncredible McKinney office location with walkability to shops and restaurants any time of day. Commute against traffic.

As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees. BevCap is an equal opportunity employer.

Flexible work from home options available.

If you're looking for a career that offers flexibility, job stability, strong compensation, and more, then you've come to the right place! Working with an IIAT member agency is a great career choice!

IIAT members are Trusted Choice® independent insurance agencies. Independent insurance agents don't work for an insurance company; they partner with multiple insurance companies. As such, they offer more options to their customers-more personalized policies, more affordable policies, and more. Independent agents focus on the satisfaction of their customers and community.

IIAT serves nearly 1,500 independent agencies and tens of thousands of employees in Texas. The demand for insurance professionals is growing - is this the right career for you?