Twfg Jobs in Texas (NOW HIRING)

Position Summary

An Operations Support Associate is responsible for assisting TWFG agents by providing access to tools and resources to help them succeed. This includes systems access, carrier appointments, and market information. The primary focus of an Operations Support Associate is to provide excellent customer service to TWFG agents, which promotes the growth and profitability of TWFG.

Essential Responsibilities

List the Top 3 to 5 responsibilities in most time spent order and percent of time focused on these responsibilities up to 100%.

·         Agent and producer onboarding – 40%

·         Life and Health contracting/setup - 30%

·         Help desk tickets – 20%

·         Special projects – 10%

Key Internal & External Partners

• Agents
• Carriers
• Internal TWFG department teammates

Key Performance Indicators (KPIs)

• Carrier appointments processed
• Help desk tickets resolved (turnaround time)

Required Qualifications

Education & Experience

·         Working knowledge of insurance agency operations

Preferred Qualifications

·         Experience working with carrier and agency commission statements

·         Excellent organizational and time management skills

·         Adaptability with a strong talent for managing multiple projects

·         Proficient in Word, Excel, Outlook, and web-based applications

·         Licensing and contracting experience is a plus.

Certifications/Licenses

·         Insurance license is a plus.

Core Competency

Behavioral Competencies

·         Pride and Ownership: Take pride and ownership in work you deliver.

·         Customer Service: Deliver personalized, friendly and engaging service.

·         Dependability: Follow through on responsibilities and maintain consistent work quality.

·         Teamwork: Work collaboratively with co-workers to ensure timely and accurate service for our agents.

Technical Competencies

·         Technical Proficiency: Use systems, spreadsheets, and tools efficiently and effectively.

·         Communications: Strong verbal and written communication skills using high emotional intelligence when working with agents, carriers, and internal team members.

·         Accuracy & Attention to Detail: Maintain high standards when entering and reconciling data.

·         High Volume & Fast Pace: Comfortable handling high volumes of data in a fast-paced environment.

·         Time Management: Prioritize tasks to meet department deadlines and processing cycles.

·         Adaptability: Shift priorities, manage multiple responsibilities, and adapt to changes quickly.

·         Problem Solving: Identify discrepancies quickly and take corrective action or escalation appropriately.

Work Environment & Physical Requirements

·         Office setting onsite

·         Ability to remain in a stationary position for prolonged periods

·         Ability to operate a computer and standard office equipment

·         Ability to lift to 10–20 lbs. (paper boxes, office supplies)

·         Visual acuity required for reviewing data

·         Standard office noise levels

Work Schedule (for Hourly Employees)

• Work Schedule: Monday–Friday, 8:00 AM–5:00 PM
• Overtime as required and approved
• Work designation is an essential function of your position  

Equal Employment Opportunities

TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.

Disclaimer

This job description is not intended to cover all activities, duties, responsibilities and standards of the position and may change at any time with or without notice.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

TWFG (NASDAQ: TWFG) is a high-growth, independent distribution platform for personal and commercial insurance in the United States and represents hundreds of insurance carriers that underwrite personal lines and commercial lines risks. For more information, please visit twfg.com.

For Job Posting

TWFG – Our Policy is Caring!

The TWFG family is committed to taking care of our customers, our communities, our agents, and all our branches nationwide.  If you are interested in joining the next generation of insurance professionals, you found the right place.

Compensation:  

In addition to a salary commensurate with position and experience, TWFG offers a full range of benefits including:

·                     Medical/Dental/Vision Insurance

·                     Life Insurance

·                     401K with a matching component

·                     LTD – (employer paid)

·                     Education reimbursement based on tenure

·                     Paid Time Off

·                     9 Paid Holidays a year

The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.