Recent Jobs For Quote Texas Insurance

July 9, 2025 | Garland, TX

I reviewed their account to confirm that her policies were active, verified all certificate details for accuracy, and promptly issued the COI. I sent it directly to them and CC’d the certificate holder to make sure everyone had the correct documentation. The customer was pleased with the fast turnaround ...

July 7, 2025 | Fort Worth, TX

I explained that as long as the renewal payment was made in advance, I could release the certificates early for them. Since the portal was not cooperating, I offered to take their payment over the phone, and they proceeded with the payment immediately. The customer was relieved and thankful for ...

June 24, 2025 | Mansfield, TX

I resolved the issue by preparing and emailing the client an ACH Automatic Payment Form to complete with their banking details. Once the completed form was received, I processed the request and set up the account to automatically handle current and future payments without manual input. The client was appreciative ...

June 24, 2025 | Denton, TX

I reviewed their file to confirm that their policy was active and ensured all information was in order. Once confirmed, I created and promptly sent out the updated Certificate of Insurance to satisfy their permit requirements. The customer was grateful for my assistance in getting the certificate sent quickly. They ...

June 23, 2025 | Euless, TX

I immediately reached out to underwriting at the insurance company to investigate the issue and determine what documents or actions were required to keep the policy active. The client was informed that they might need to provide additional information to stay in compliance and avoid cancellation. The client was thankful ...

June 18, 2025 | Corpus Christi, TX

I assisted with getting their policy renewed promptly and coordinated with the processing team to have the certificates issued in the coming days. Additionally, I informed the customer about the client center portal where they can access certificates anytime after the renewal. The customer was grateful for the assistance and ...

June 16, 2025 | Euless, TX

I promptly gathered all necessary certificate holder information and prepared the Certificate of Insurance. I then sent it over to the customer as quickly as possible to meet their tight deadline. The customer was very thankful for the quick turnaround and appreciated the timely support. This enabled them to proceed ...

June 16, 2025 | Missouri City, TX

I contacted their insurance carrier directly and confirmed that the existing policy already included coverage for the 1099 contractor. I communicated these details back to the client to provide peace of mind regarding the policy coverage. The client was appreciative of the thorough assistance and relieved to know that no additional ...

June 13, 2025 | Arlington, TX

I verified that the customer’s insurance policy was active and checked that the state certificate of insurance (COI) had been properly filed. I then resent the COI to the Texas State Board of Plumbing Examiners (TSBPE) and copied the customer to ensure they had the documentation promptly. The customer ...

June 13, 2025 | Pearland, TX

To prevent any lapses in coverage, I enrolled the client in automatic ACH payments to ensure timely and uninterrupted premium payments. This setup guaranteed that Certificates of Insurance would be consistently issued and sent to all required certificate holders in a timely manner. The client expressed sincere appreciation for the ...

June 13, 2025 | McAllen, TX

I clearly explained that the quotes in progress would not impact the renewal that was scheduled for the following day. I reassured them that it was safe to proceed with the renewal payment immediately to avoid any lapse in coverage. The customer felt relieved and satisfied with the explanation and ...

June 12, 2025 | Pharr, TX

I quoted the increase over the phone, explained the next steps, collected signatures and payment, confirmed the policy change, and had updated certificates issued and sent within an hour. The customer was very happy and thankful for the quick and efficient service. They are now able to fulfill their ...

June 12, 2025 | McKinney, TX

I thoroughly explained how the audit works and the factors that can affect the final invoice amount. I also advised the client on how to reduce future premiums by ensuring their subcontractors carry their own insurance policies, and connected them with a Senior Agent to facilitate this process. The client ...

June 11, 2025 | Corpus Christi, TX

I reviewed the current policy and confirmed that it did not meet the project's contractual requirements. I then quoted the increased limits and went over the cost details with the client, while also contacting the third party to verify that the new coverage met their standards. The client expressed appreciation ...

June 9, 2025 | San Antonio, TX

They later called back needing assistance with specific wording for the COI. To ensure accuracy, I processed and issued the certificate on their behalf with the required language included. The client was very appreciative of the support and thanked me for handling it thoroughly. They were satisfied with the outcome ...