SALES SERVICE REPRESENTATIVE

Standard Casualty Insurance Company

New Braunfels, TX

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JOB DETAILS

SKILLS

Accounting, Administrative Skills, Analysis Skills, Automation, Billing, Business Growth, Business Solutions, Business Support, Claims Processing, Communication Skills, Computer Systems, Conflict Resolution, Corporate Policies, Cross-Selling, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Data Entry, Detail Oriented, English Language, Establish Priorities, Follow Through, Health Insurance, High School Diploma, Insurance, Insurance Regulations, Interpersonal Skills, Maintain Compliance, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Product Family, Microsoft SharePoint, Microsoft Word, Multilingual, Multitasking, Negotiation Skills, Office Equipment, Organizational Skills, Policy Development, Presentation/Verbal Skills, Problem Solving Skills, Project/Program Management, Quality Metrics, Resolve Customer Issues, Sales, Sales Administration, Sales Support, Smartphones, Spanish Language, Staff Policies, State Laws and Regulations, Systems Administration/Management, Team Player, Time Management, Training/Teaching, Underwriting, Up-Selling, Wi-Fi, Work From Home, Writing Skills

LOCATION

New Braunfels, TX

POSTED

9 days ago

Benefits:

401(k) matching
Health insurance
Opportunity for advancement
Paid time off
Training & development

DIVISION/DEPARTMENT: CEDARBROOK SERVICE TEAM
EXEMPT/NON-EXEMPT: NON-EXEMPT
SUPERVISOR: SALES SERVICE MANAGER

Job Summary: The Sales and Service Representative is responsible for delivering exceptional customer service
while supporting sales and administrative functions within the organization. This role serves as a primary point
of contact for customers, agents, and business partners by assisting with policy inquiries, processing
transactions, resolving issues, and providing product and service information. The representative works
collaboratively across departments to ensure accurate policy handling, customer satisfaction, and retention
while identifying opportunities to support business growth. Success in this role requires strong
communication skills, attention to detail, professionalism, and the ability to manage multiple responsibilities
in a fast-paced environment.

Core Responsibilities/duties will include but are not limited to the following:
• Provide exceptional customer service to policyholders, agents, and business partners through professional
and timely communication.
• Assist customers with policy inquiries, coverage questions, billing concerns, and policy changes.
• Process new business applications, endorsements, renewals, cancellations, and reinstatements accurately
and efficiently.
• Maintain strong product knowledge to effectively explain insurance products, services, and coverage
options.
• Support sales initiatives by identifying cross-sell and upsell opportunities when appropriate.
• Respond to customer requests via phone, email, and in-person interactions in a courteous and solutionoriented manner.
• Ensure all customer interactions and policy updates are documented accurately within company systems.
• Collaborate with underwriting, claims, and accounting departments to resolve customer issues and ensure
service excellence.
• Meet established performance, productivity, and service quality standards.
• Maintain compliance with company policies, procedures, and state insurance regulations.
• Follow up on pending transactions and customer requests to ensure timely resolution.
• Build and maintain positive relationships with customers and agency partners to promote retention and
customer satisfaction.
• Assist with special projects, reporting, and administrative tasks as assigned.
• Participate in ongoing training and professional development to remain current on products, systems, and
industry changes.

Required job skills:
• Active Property and Casualty license
• High School Diploma or equivalent
• Excellent verbal and written communication skills
• Strong customer service and relationship-building abilities
• Ability to multitask and prioritize responsibilities in a fast-paced environment.
• Strong organizational skills and attention to detail
• Problem-solving and conflict-resolution skills
• Basic sales and negotiation abilities
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and general computer systems
• Ability to learn and navigate agency management and insurance-related software systems.
• Professional telephone etiquette and interpersonal skills
• Ability to work independently as well as collaboratively within a team environment.
• Strong time management and follow-up skills
• Ability to maintain confidentiality and handle sensitive information professionally.
• Knowledge of insurance products, terminology, and industry practices preferred.
• Ability to interpret and explain policy information clearly and accurately.
• Dependable attendance and punctuality
• Adaptability and willingness to learn new processes and technologies.
• High level of accuracy in data entry and document processing
• Ability to meet performance, productivity, and service standards.

Preferred job skills:
• College Degree
• Agency experience
• Limited Insurance lines license
• Project management experience
• Systems implementation and automation experience
• Previous insurance industry experience, preferably in customer service or sales support
• Experience working with agency management systems and policy administration platforms.
• Bilingual communication skills (English/Spanish preferred)
• Knowledge of underwriting, billing, and claims processes
• Experience handling inbound and outbound customer communications in a high-volume environment.
• Strong sales aptitude with the ability to identify cross-selling and retention opportunities.
• Familiarity with Microsoft 365 applications, including Teams and SharePoint
• Experience with data entry, reporting, and document management systems
• Ability to build strong relationships with customers, agents, and internal departments.
• Strong analytical and decision-making skills
• Experience working in a team-oriented and performance-driven environment.
• Ability to adapt quickly to changing priorities and business needs.
• Professional demeanor with a positive and customer-focused attitude
Work Environment and Physical Demands with reasonable accommodations:
• Must be able to remain in a stationary position 50% of the time and be able to operate a computer or other
office productivity machinery on a constant basis.
• Frequently required to communicate with co-workers and policy holders with the ability to exchange
accurate information as necessary
• Occasionally required to move about the office, ascend/descend stairs or a ladder or position self to
maintain computers at workstation, including under the desk or other low areas
• Occasionally requires moving and placing objects weighing less than or equal to 20 pounds.
• Noise level in the work environment is usually moderate.
• Position may require temporary remote work based on business needs and is at the sole discretion of the
company. Employee must have Wi-Fi connectivity, a smart phone, and a designated work area in their home.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by
associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties,
and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal
responsibilities from time to time, as needed. The employer may, at its discretion, modify or adjust the position to meet
the company’s changing needs.
Standard Casualty Company is committed to providing equal employment opportunities without regard to race, color,
religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect
to recruitment, hiring, promotion and other terms and conditions of employment.

About the Company

Standard Casualty Insurance Company

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