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Personal Lines Client Service Specialist

Personal Lines Client Service Specialist

Job ID 
# of Openings 
Customer Service/Support

More information about this job


Would you like to be part of a team transforming the insurance industry? Do you want to impact lives for the better?


As an Alkali Personal Lines Client Service Specialist you will have the opportunity to join a growing company with a big vision for the future of insurance. At Alkali, we do insurance differently.


We are searching for a friendly, attentive client service specialist to join our growing team. As a part of our collective team interfacing directly with Alkali clients and prospects, you will be responsible for delivering the Alkali client experience consistently. The very best Alkali team members are teachers at heart. They are clear, compassionate communicators who enjoy connecting with people through information and education. Alkali 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 clients. In the end, Alkali clients feel empowered and energized thanks to the hard work and caring attitude of the Alkali team.


Alkali is a 12-year-old full service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in Plano, TX.



  • Learn and uphold our unique process, The Empowered Advantage™, and all it stands for.
  • Living our Core Values: Living Beyond the Golden Rule, Having an Entrepreneurial Spirit, Persistently Pursuing a Growth Mindset, Taking Ownership of Everything We Do, and Maintaining an Excellence Mindset. 
  • Provide top-notch client service to clients via phone/internet
  • Market renewals with various carriers, complete PowerPoint presentation and present options to clients
  • Assist clients with policy changes, follow up with carriers as needed, review endorsements for accuracy
  • 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 to maintain accuracy and integrity
  • Reduce confusion and frustration by assisting clients/prospects with complex paperwork
  • Keep a detailed record of correspondence through Alkali’s client relationship system with prospective and existing clients, vendors, and referral partners
  • 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
  • Achieve or exceed assigned performance goals
  • Learn new software systems and programs
  • Other duties as required

Desired Skills:

  • Bachelor’s degree (or equivalent in education and experience)
  • 1 year of experience in Personal Lines Property and Casualty
  • 1 year of experience in Individual Benefits, such as medical, dental, vision, and/or life and disability coverage
  • Life and Health Insurance license
  • ACSR/CISR insurance designations



  • Property and Casualty Insurance license
  • High level of proficiency quoting through Independent Agency’s appointed carriers
  • Ability to represent Dave Ramsey’s financial ministry without personal conflict to his core principles or values.  Visit: for more information
  • Self-starter and ability to work with or without supervision
  • Desire to put the needs and interests of prospective and existing clients above their own
  • High level of empathy for others while maintaining persistent determination to motivate them to take action and improve their situation
  • Commit to, utilize, and follow current operating systems and procedures while remaining adaptive/flexible to changing demands of a growing company
  • Data entry accuracy
  • Advanced skill level in Microsoft Office applications (Word, Outlook, Excel. and PowerPoint) and strong keyboarding skills
  • Maintain the highest level of confidentiality