Customer Service Representative
Location: Winchester, VA
Job Type: fulltime
Company: T.D. Clayton -State Farm Agency
Salary: $40000.0 - $60000.0 per year
Category: Customer Service
Job Description Apply Now
Customer Service Representative Job Description
As a Customer Service Representative (CSR), you will play a pivotal role in delivering an exceptional client experience and supporting customers with their insurance needs. This full-time position is an excellent opportunity for professionals who are enthusiastic about providing top-tier service in a dynamic, team-oriented environment. The Customer Service Representative will be responsible for handling a variety of client inquiries, establishing and maintaining customer relationships, and ensuring customer satisfaction through responsive and knowledgeable assistance. If you are passionate about helping others and eager to grow within the insurance industry, this career path offers valuable experience, competitive compensation, and advancement potential.
Working as a Customer Service Representative gives you the chance to interact with clients, address their insurance-related questions, and support their needs through clear communication and problem-solving. You will be an integral part of the team, contributing to the overall success of the business by building rapport with new and existing clients. This role requires a proactive approach to managing customer accounts and an ability to thrive in a fast-paced setting.
As a Customer Service Representative, you will be responsible for:
- Establishing and maintaining strong customer relationships through professional and timely follow-up.
- Delivering prompt, accurate, and friendly customer service by responding to inquiries about insurance availability, eligibility, policy coverage, changes, transfers, claim submissions, and billing.
- Educating customers about insurance options using a customer-focused, needs-based approach.
- Demonstrating a strong work ethic and a commitment to success in every client interaction.
The Customer Service Representative position offers a competitive salary, performance-based bonuses, paid time off (including vacation and personal or sick days), access to a Simple IRA, and health benefits. As part of a supportive team, you will gain valuable industry experience and have opportunities for professional growth and advancement within the agency.
To succeed in this role, you should possess excellent interpersonal and communication skills—both verbal and written. The ideal candidate is people-oriented, well-organized, self-motivated, detail-oriented, and proactive in solving problems. Strong computer literacy and the ability to multi-task efficiently are essential. You should be dedicated to providing outstanding customer service, take pride in the accuracy and timeliness of your work, and thrive in a collaborative team environment.
Applicants must be able to obtain a Property & Casualty insurance license as well as a Life and Health insurance license. Maintaining up-to-date knowledge of product changes, licensing requirements, technical developments, and continuing education is expected. The chosen candidate will also be responsible for providing timely and thorough activity reports to the agent and remaining current with all necessary training and certifications.
This position is offered by an independent contractor agent and not directly through the insurance company. Employees of such agents must meet all applicable licensing and training requirements, and are employed solely by the agency, not by the insurance company itself.
If you are motivated to excel in a Customer Service Representative position, we encourage you to apply today by clicking the job application button. Take the next step in your career and join a team dedicated to delivering remarkable service and value to clients.
We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
Customer Service Representative - Summary- Central point of contact for customer inquiries and support.
- Ensures a superior client experience through prompt and professional service.
- Supports agency growth by building and maintaining client relationships.
- Opportunities for advancement and skill development within the agency.
- Respond promptly to customer inquiries and provide detailed information about insurance products.
- Establish, maintain, and strengthen customer relationships through regular follow-up and communication.
- Guide customers through policy changes, billing questions, claims, and coverage options.
- Use a needs-based approach to identify and recommend appropriate insurance solutions.
- Ensure accuracy and timeliness in all customer service activities.
- Document and report daily activities to the agent.
- Stay current with product updates, licensing requirements, and technical developments.
- Competitive salary with bonus potential.
- PTO including vacation and personal/sick days.
- Simple IRA plan.
- Health benefits package.
- Valuable on-the-job experience and training.
- Potential for advancement within the agency.
- Excellent communication skills (written, verbal, and listening).
- Strong interpersonal skills and a customer-focused attitude.
- Organizational and time management abilities.
- Self-motivated and detail-oriented.
- Proactive problem-solving skills.
- Ability to work collaboratively as part of a team.
- Ability to multi-task and manage competing priorities.
- Competency in basic computer functions.
- Ability to obtain Property & Casualty and Life & Health insurance licenses.
- Commitment to ongoing learning and professional development.
- Driven and enthusiastic about helping others.
- Comfortable in a fast-paced and dynamic work environment.
- Takes pride in delivering accurate and timely work.
- Values teamwork and open communication.
- Willing to pursue industry licensing and continuing education.
- Position is with an independent contractor agent, not directly with the insurance company.
- Licensing and training requirements must be met for employment.
- Inclusive and diverse work environment with a focus on professional growth.
- Positive mention: Working in this area offers the opportunity to serve a diverse range of clients and contribute to a thriving local community.
- Encouraged to apply today using the job application button to take the next step in your customer service career.