For over 20 years, Preferred Link, a Property & Casualty insurance carrier and claims adjusting company has served communities and families by providing quality insurance and claims services, specializing in Homeowners Insurance, High Value Homes, Flood, Condo, General Liability Insurance and more.

Our team of experienced insurance professionals is dedicated to providing exceptional products and services. Our exceptional service model has earned us an “A+” rating with the Better Business Bureau and our strong leadership continues to be the key to our continued success.

If you aspire to be the face of a dynamic organization like Preferred Link and be a part of an exceptional team of professionals who believe in the highest level of Customer Service, with respect, compassion and genuine concern for our clients at the forefront of all we do. We welcome you to be a part of our team in achieving these goals.

If you wish to apply, please email a copy of your most recent resume to Please take a moment to review the position responsibilities and requirements below for the position of Agent CSR.


  • Knowledge of auto and homeowners insurance;
  • Ability to communicate with new and existing policy holders;
  • Able to interview prospective clients to obtain data about their financial resources and needs, the
    physical condition of the property to be insured, and to discuss any existing coverage;
  • Maintain client relationships by networking to find new customers and generate lists of
    prospective clients;
  • Explain features, advantages and disadvantages of various policies to promote sale of insurance
  • Ensure that policy requirements are fulfilled, including completion of appropriate forms;
  • Confer with clients to obtain and provide information when claims are made on a policy;
  • Process and record endorsement activity, renewal, non-renewals, invoicing, special projects, data
    entry and customer service;
  • Answer calls in a timely manner providing accurate information to insured(s).


  • Exceptional Interpersonal and Customer Service communication skills; written and oral;
  • Initiative and ability to think logically and critically;
  • Ability to work independently and with minimal supervision;
  • Strong time-management skills and organization skills;
  • Strong computer skills with a penchant to adapt easily to learning new software and procedures.
    Education & Experience:

4-40 Insurance license;

  • One year Insurance industry experience required;
  • Some college preferred.

Preferred Link is an Equal Employment Opportunity Employer, DFW, offering a comprehensive
benefit program including, Medical, Dental, Life Insurance, 401K, Tuition Reimbursement, with a great
management team and working environment.