Licensed Insurance Customer Service Account Manager (Bilingual)

Job Description

Job Description

Location: Kingwood, TX (Houston Area) – In Office Role for the Customer Service Manager

Compensation: $50,000 Base Salary + Monthly Incentives + Sales Commissions ( Total Earning Potential: $70,000-$120,000+)

About the Role

*Active Property & Casualty Insurance License Required

ShieldRight LLC is a fast-growing Allstate Agency serving customers throughout Texas. We are seeking a bilingual, licensed insurance professional who excels at customer service, client retention, relationship building, and identifying cross-sell opportunities.

This is an excellent opportunity for a high-performing individual seeking a long-term career path with a fast-growing agency. Beyond delivering outstanding customer service, this role requires strong business acumen, sales awareness, and the ability to analyze reports to identify retention and growth opportunities. A strong performer will have opportunities to take on increasing responsibilities, develop leadership skills, and grow with the agency over time.

Responsibilities

• Handle customer service requests including policy changes, endorsements, billing inquiries, coverage questions, and claims assistance.
• Conduct policy reviews, customer retention activities, and cross-sell conversations.
• Draft and respond to customer emails, text messages, and other communications professionally and efficiently.
• Utilize Allstate systems including eAgent, DASH reports, and agency management tools to identify follow-up opportunities and business growth opportunities.
• Generate, review, and analyze agency reports to identify retention, cross-sell, account-rounding, and revenue-growth opportunities.
• Coordinate effectively with team members to deliver exceptional customer service.
• Identify opportunities to improve service processes, workflow efficiency, and client retention outcomes.
• Maintain compliance with Allstate guidelines, agency procedures, and applicable insurance regulations.
• Consistently deliver an exceptional customer experience through responsiveness, professionalism, and attention to detail.
• Take ownership of customer concerns from start to finish, ensuring timely follow-up, clear communication, and a genuine commitment to doing what is right for the customer.
• Stay current on insurance products, policy changes, training, and professional development.

Required Qualifications

• Active Property & Casualty Insurance License (Texas preferred; out-of-state licenses considered).
• Minimum 2 years of insurance customer service or account management experience.
• Bilingual in English and Spanish.
• Ability to work in-office in Kingwood, Texas.
• Strong verbal and written communication skills.
• Excellent customer service, organizational, and relationship-building skills.
• Comfortable using computers, Microsoft Office, and agency management systems.
• Ability to learn and utilize reports, analytics, and agency performance tools.
• Self-motivated with a positive attitude, strong work ethic, and growth mindset.

Preferred Qualifications

• Active Life & Health Insurance License.
• Previous Allstate Agency experience.
• Experience with eAgent, DASH reports, or similar agency management systems.
• Proven success with customer retention, cross-selling, or account rounding.
• Team leadership or supervisory experience.

Benefits

• Paid Time Off (PTO)
• Monthly Customer Service Incentive Program
• Sales & Cross-Sell Commissions
• Recognition Awards, Spot Bonuses, and Gift Cards
• Career Growth Opportunities

Schedule

• Monday – Friday
• 8:30 AM – 5:30 PM (Mon–Wed)
• 8:30 AM – 5:00 PM (Thu–Fri)
• In Office
• No Weekends

Apply Today

If you're a licensed insurance professional who enjoys helping customers, identifying opportunities, and growing within a fast-growing agency, we'd love to hear from you.

Qualified candidates will be contacted promptly for an initial phone interview.

ShieldRight LLC is proud to be an Equal Opportunity Employer. We are committed to fostering an inclusive workplace and providing equal employment opportunities to all qualified applicants.

This position is offered through an independently owned and operated Allstate Exclusive Agency.

ShieldRight LLC is a fast-growing Allstate Agency serving customers throughout Texas. We are seeking a bilingual, licensed insurance professional who excels at customer service, client retention, relationship building, and identifying cross-sell opportunities.
This is an excellent opportunity for a high-performing individual seeking a long-term career path with a fast-growing agency. Beyond delivering outstanding customer service, this role requires strong business acumen, sales awareness, and the ability to analyze reports to identify retention and growth opportunities. A strong performer will have opportunities to take on increasing responsibilities, develop leadership skills, and grow with the agency over time.

Company Description

ShieldRight LLC is a fast-growing Allstate Agency serving customers throughout Texas. We are seeking a bilingual, licensed insurance professional who excels at customer service, client retention, relationship building, and identifying cross-sell opportunities.\r\nThis is an excellent opportunity for a high-performing individual seeking a long-term career path with a fast-growing agency. Beyond delivering outstanding customer service, this role requires strong business acumen, sales awareness, and the ability to analyze reports to identify retention and growth opportunities. A strong performer will have opportunities to take on increasing responsibilities, develop leadership skills, and grow with the agency over time.