Insurance Customer Service Associate
Jody Prevatt & Associates
Katy, TX US
Posted ago
Jody Prevatt & Associates

Jody Prevatt & Associates is looking to fill an experienced customer service representative position in our office. Bi-lingual Spanish Required. We are a fast-paced Insurance and Financial Services office. This position is full-time, with an opportunity to earn more, as it pays paid base and commission opportunities. Professionalism and prior experience working in Insurance Servicing are a PLUS, but willing to train the right person. 

As the main point of contact for client inquiries, you must maintain professionalism to build long-term relationships that will serve as the foundation for your success. If you’re a people person who loves teamwork, working toward a common goal, and ensuring customer satisfaction, send us your resume today!

We also have opportunities for growth to learn and be able to jump-start your own career as well! Would you like to learn from a great agency and then receive benefits to start your own?


  • Meet new business production goals
  • Provide excellent customer service
  • Immediately greet all customers entering the office in a friendly and helpful manner
  • Return all phone messages promptly when servicing and selling
  • Maintain knowledge of new products to offer
  • Generate new opportunities when servicing
  • Maintain high organizational skills
  • Be able to multi-task is necessary
  • Problem-solving characteristics but also able to work as a team
  • Keep up with corporate training
  • Be able to learn new systems on the computer
  • Keep up to date with reporting


  • Professionalism required
  • Possess an upbeat, positive and enthusiastic attitude
  • Confident, self-starter who works well independently
  • Problem-solving capabilities
  • Must have an active Property and Casualty and Life and Health Insurance license
  • Strong work ethic and leadership
  • Strong communication skills, both oral and written
  • Bilingual, fluent in English and Spanish is a beneficial
  • Must have reliable transportation
  • Have basic computer skills
  • Bilingual is required

$45,000 - $65,000 at plan
About Jody Prevatt & Associates

We offer:

  • Monthly and year-end bonus opportunities
  • Paid holidays
  • Paid vacation/sick time benefits
  • Employment flexibility, if reasonable
  • A clean, organized, and professional office environment

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