Senior Client Support Agent

Goosehead Insurance Agency LLC

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Westlake San Antonio Until 9/13/2026 1+ years exp First posted July 15, 2026 Last posted July 15, 2026
Job description

The Service Agent (Intro Call) delivers front-line support through inbound intro calls and non-call channels. Agents balance efficiency with a warm client experience while identifying opportunities for cross-sell and retention. This hybrid role blends communication, product expertise, and sales support across multiple lines of business.

This role supports a multi-carrier, multi-state insurance service model, focusing on call/ chat/ text interactions. You’ll manage policy changes, process updates, and conduct quality checks on complex cases. Success requires strong analytical ability, communication precision, and adherence to compliance and carrier guidelines. You’ll also provide peer coaching and documentation feedback to support the growth of L1 agents.

Job Responsibilities:  

  • Resolve moderate-to-complex inquiries via email/chat. 

  • Execute policy endorsements and audits accurately across carriers. 

  • Ensure compliance with state regulations and carrier SLAs. 

  • Document cases with precision in Salesforce and carrier systems. 

  • Mentor and train L1-L2 agents on workflow best practices. 

  • Contribute to continuous improvement through feedback and SOP refinement. 

Essential Job Functions 

  • Manage 5–10 state licenses and navigate top 20 carriers consistently (up to 150 carrier systems) 

  • Demonstrate deep understanding in all lines of business Goosehead operates within 

  • Maintain quality standards of 98%+ accuracy and timeliness. 

  • Proactively identify and communicate service trends or recurring issues. 

Skills Required 

  • Strong analytical and multi-tasking ability. 

  • Excellent written communication and problem-solving skills. 

  • Proficiency in carrier and CRM systems. 

  • Demonstrated coaching and peer training ability. 

Qualifications 

  • Texas P&C license (required). 

  • 1–2 years in insurance service or related field. 

  • Proven performance in non-call support roles. 

  • Commitment to accuracy and service excellence 

  • High school diploma or equivalent 

  • Strong attention to detail and communication skills 

  • Bilingual (English/ Spanish) is a plus 

Equal Employment Opportunity  

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability. 

 

About this role

Summary

Provide front-line support via calls, chat, and email; manage policy inquiries and training.

Job title

Senior Client Support Agent

Experience level

1-2 years

Minimum experience

1+ years exp

Industry

insurance

Location requirements

Westlake or San Antonio; remote work allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communicationproblem-solvingCRM systemsinsurance license

Preferred skills

bilingual (English/Spanish)coaching

Specializations

insuranceclient supportpolicy managementcompliancetraining
Locations

Structured locations inferred from the posting.

Westlake, Los Angeles, CA, USA

Remote City

San Antonio, TX, USA

Remote City