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Senior Client Support Agent (San Antonio)

Goosehead Insurance
Posted a month ago, valid for 15 days
Location

San Antonio, TX 78288, US

Salary

$63,552 - $76,864 per year

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Contract type

Full Time

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Sonic Summary

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  • This role involves supporting a multi-carrier, multi-state insurance service model through call, chat, and text interactions.
  • Candidates are required to have 1-2 years of experience in insurance service or a related field, along with a Texas P&C license.
  • The position offers a salary that is competitive within the industry, reflecting the candidate's experience and skills.
  • Key responsibilities include managing policy changes, conducting quality checks, and providing peer coaching to L1 agents.
  • Strong analytical skills, excellent communication abilities, and proficiency in CRM systems are essential for success in this role.

This role supports a multi-carrier, multi-state insurance service model, focusing on call/ chat/ text interactions. You’ll manage policy changes, process updates, and conduct quality checks on complex cases. Success requires strong analytical ability, communication precision, and adherence to compliance and carrier guidelines. You’ll also provide peer coaching and documentation feedback to support the growth of L1 agents.

Job Responsibilities:  

  • Resolve moderate-to-complex inquiries via email/chat. 

  • Execute policy endorsements and audits accurately across carriers. 

  • Ensure compliance with state regulations and carrier SLAs. 

  • Document cases with precision in Salesforce and carrier systems. 

  • Mentor and train L1-L2 agents on workflow best practices. 

  • Contribute to continuous improvement through feedback and SOP refinement. 

Essential Job Functions 

  • Manage 5–10 state licenses and navigate top 20 carriers consistently (up to 150 carrier systems) 

  • Demonstrate deep understanding in all lines of business Goosehead operates within 

  • Maintain quality standards of 98%+ accuracy and timeliness. 

  • Proactively identify and communicate service trends or recurring issues. 

Skills Required 

  • Strong analytical and multi-tasking ability. 

  • Excellent written communication and problem-solving skills. 

  • Proficiency in carrier and CRM systems. 

  • Demonstrated coaching and peer training ability. 

Qualifications 

  • Texas P&C license (required). 

  • 1–2 years in insurance service or related field. 

  • Proven performance in non-call support roles. 

  • Commitment to accuracy and service excellence 

  • High school diploma or equivalent 

  • Strong attention to detail and communication skills 

  • Bilingual (English/ Spanish) is a plus 

Equal Employment Opportunity  

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability. 

 




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