Recent Jobs For Quote Texas Insurance

June 9, 2025 | Garland, TX

I reviewed their rating information and explained that premiums are based on projected revenue. We agreed to lower the gross receipts projection for the upcoming term to provide some premium relief, with the option to adjust mid-term if their business increases. They thanked me for finding a practical solution and ...

June 6, 2025 | Atasocita, TX

I called the carrier almost daily to follow up on the refund status. After multiple attempts, I escalated the issue to the VP of Operations, who approved an override to release the refund to the customer. The customer was very thankful for my hard work and persistence in securing the ...

June 6, 2025 | Laredo, TX

I took their payment over the phone to ensure continuous coverage and avoid any interruption. I also provided the carrier's contact information and directed them to the correct department so they could get assistance resetting their account. They were thankful for the support with both the payment and login issue. ...

June 6, 2025 | Carrollton, TX

I assisted the customer in getting their past due payment handled and offered to help set up autopay to prevent billing issues moving forward. We walked through the process together and ensured it was completed correctly. The customer was happy to have autopay set up so they no longer has ...

June 6, 2025 | Carrollton, TX

I assisted the customer in getting their past due payment handled and offered to help set up autopay to prevent billing issues moving forward. We walked through the process together and ensured it was completed correctly. The customer was happy to have autopay set up so they no longer has ...

June 6, 2025 | Harlingen, TX

I worked directly with both the customer and the finance company to identify the source of the problem and resolve it efficiently. My goal was to ensure a seamless and timely update to support the customer’s business transaction. The customer was grateful for the quick resolution and personalized support. ...

June 6, 2025 | Wichita Falls, TX

I communicated directly with the underwriting team to clarify that the business does not transport children. By correcting the information promptly, I was able to prevent the cancellation and protect the policy. The customer was very grateful that the issue was resolved quickly. Their policy had just renewed, and they ...

June 6, 2025 | Sugar Land, TX

I contacted the carrier and sent follow-up communications to request updated quotes for the changes. Once the information was received, I facilitated the updates to the policy as requested. The customer was very happy that we were able to get the new driver added without delay. They appreciated the quick ...

June 6, 2025 | Bedford, TX

I reviewed their account and verified the policy status on the carrier’s website to confirm that they did in fact have active coverage. I then sent their ID card to them via both text and email for convenience. They thanked me for handling the situation so quickly and for ...

June 6, 2025 | DeSoto, TX

I quickly sourced an affordable replacement homeowners policy that would meet the lender’s requirements and restore protection to their home. The process was handled swiftly to avoid further complications. The customer was relieved to have coverage in place again, especially with storm season approaching. They were very grateful for ...

May 20, 2025 | Galveston, TX

I contacted the insurance company and confirmed with underwriting that the policy was still active. Additionally, I verified that a copy of the insurance policy was properly uploaded to the TxDMV system.  The client was satisfied with the clarification and felt reassured about their coverage. They planned to follow ...

May 5, 2025 | Spring, TX

I carefully reviewed all related documents and the requested wording. Then, I incorporated the customized wording into the certificate while ensuring it complied with our standard procedures before sending it out. After emailing the certificate to both the State Marshal’s office and the client, the client responded positively, ...

April 30, 2025 | Friendswood, TX

I assured them that I could help and explained that it would be a quick and simple process. Once they signed the necessary documents, I proceeded with making the requested changes. They were relieved to hear it could be handled so easily and quickly. After signing everything, they were thankful ...

April 30, 2025 | Amarillo, TX

I let the customer know I could take care of the vehicle removal immediately. I confirmed the details and processed the update to ensure everything was accurate before moving forward with the renewal. The customer was happy the issue was handled so quickly and smoothly. They confirmed they want to ...

April 30, 2025 | Cedar Hill, TX

I assured them that I could take care of the payment over the phone to avoid any lapse in coverage. They provided their payment information, and I processed the renewal payment promptly. The customer was very happy and relieved to have the payment handled so quickly and without hassle. They ...