Personal Lines Client Service Specialist Full-time

AssuredPartners of Texas - Plano, TX
401K, Dental Insurance, Life Insurance, Medical Insurance, Vision Insurance

Personal Lines Client Service Specialist

Leading Insurance Company, AssuredPartners of Texas, is seeking a Personal Lines Client Service Specialist!

Compensation: Salary + bonus (flexible based on experience)

Office Location: In-office role at 500 N Central Expressway, Suite 550, Plano, TX 75074 (temporarily work-from-home during COVID-19)

Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time with flexible options available)


The Personal Lines Client Service Specialist Role:

As a part of our collective team interfacing directly with our clients and prospects, you will be responsible for consistently delivering the AssuredPartners of Texas client experience. The very best team members are teachers at heart. They are clear, compassionate communicators who enjoy connecting with people through information and education. Personal Lines Client Service Specialists are warm, accessible, enthusiastic, and caring upon first interaction. Over time, there is a sense of trust and credibility built between our team members and our clients. In the end, our clients feel empowered and energized thanks to the hard work and caring attitude of the
AssuredPartners of Texas team.

Personal Lines Client Service Specialist Qualifications

  • Required: Bachelor’s degree or higher (or equivalent in education and experience)

  • Required: Existing TX Property and Casualty License or ability to obtain license within 6 months of employment

  • Required: Intermediate skill level in Microsoft Office applications (Word, Outlook, Excel, and PowerPoint) and strong keyboarding skills

  • Preferred: 0 to 3 years experience in Personal Lines Property and Casualty insurance (no direct experience required)

  • Preferred: Fluency in Spanish (Bilingual)

  • High level of proficiency quoting through Independent Agency’s appointed carriers

  • Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company

  • High attention to detail with data entry accuracy

  • Ability to represent Dave Ramsey’s financial ministry without personal conflict to his core principles or values. Visit: for more information

Personal Lines Client Service Specialist Responsibilities

  • Day to day responsibilities include assisting our personal lines insurance clients with policy changes, following up with carriers as needed, and reviewing endorsements for accuracy

  • Provide top-notch client service to clients 

  • Manage a large number of time-sensitive client issues at any given time

  • Multi-task in a fast-paced environment handling a large volume of calls, emails, faxes, and paperwork without cutting corners while maintaining accuracy and integrity

  • Reduce confusion and frustration by assisting clients/prospects with complex paperwork

  • Research complex issues, think outside the box to solve problems and follow up promptly with actionable solutions

  • Resolve client issues in a timely manner pro-actively and collaboratively with the team

  • Learn and develop technical knowledge through vendor meetings, research, and training classes on an ongoing basis

  • Keep a detailed record of correspondence through our client relationship system with prospective and existing clients, vendors, and referral partners


AssuredPartners of Texas offers excellent benefits, including:

  • 401K
  • Dental Insurance
  • Medical Insurance
  • HSA and FSA options
  • Vision Insurance
  • Employer paid life insurance
  • Voluntary life insurance
  • Employer-paid short-term and long-term disability insurance
  • Paid time-off
  • Paid holidays
  • Flexible schedules
  • Teleworking
  • Travel reimbursement
  • Voluntary benefits (such as critical illness and accident insurance)
  • Bonus structure for non-sales positions


About AssuredPartners of Texas

AssuredPartners of Texas is a fast-growing, full-service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in north TX. Website:

AssuredPartners of Texas is a Texas-based insurance broker, outsourcing service provider, and consulting firm that leverages its innovative processes and unique team member abilities to educate businesses, employers, individuals, and families on insurance, so they are empowered to take personal responsibility for protecting the important things in their lives. 

We care about people. We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers.  This includes the usual stuff anyone would expect, like a competitive salary, bonus opportunities, and an attractive benefits offering.  Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve. To get an inside look at our team and culture, please visit us on Facebook at


  • Job Type: Full-time


  • 401K
  • Dental Insurance
  • Life Insurance
  • Medical Insurance
  • Vision Insurance