Customer Service Representative (CSR)
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 (CSR) Job Description
The Customer Service Representative (CSR) plays a vital role in supporting clients and ensuring their needs are met with professionalism and efficiency. As a key member of an insurance agency team, the Customer Service Representative (CSR) is responsible for establishing and maintaining strong relationships with customers, providing prompt and accurate information, and delivering exceptional service in every interaction. This full-time position offers a unique opportunity for motivated individuals to build a rewarding career within the insurance industry, gaining valuable experience and growth potential.
Position Overview
The Customer Service Representative (CSR) serves as the primary point of contact for clients, answering inquiries and guiding them through a variety of insurance-related processes. This role requires an energetic, organized, and detail-oriented individual who thrives in a fast-paced team environment. With a focus on value-based conversations and remarkable customer experiences, the Customer Service Representative (CSR) helps drive business growth and contributes to the agency's success.
As a Customer Service Representative (CSR), you will utilize your excellent interpersonal and communication skills to educate customers about insurance options, respond to policy-related questions, and resolve issues efficiently. You will be expected to stay current with industry products, policy changes, and licensing requirements while supporting the agency’s mission to deliver top-tier customer service. Working collaboratively with other team members, you will ensure that every client interaction reflects the agency's commitment to outstanding service and satisfaction.
Key Responsibilities
- Establish and maintain strong customer relationships, following up as needed to address ongoing questions or concerns.
- Deliver prompt, accurate, and friendly service in response to inquiries regarding insurance policies, coverage options, policy changes, billing, and claims.
- Guide customers through the insurance process by using a needs-based approach to explain available coverage and policy benefits.
- Maintain a high standard of work ethic, demonstrating commitment to customer satisfaction and agency goals on a daily basis.
- Organize and manage multiple tasks efficiently, ensuring timely completion and accuracy in all activities.
- Collaborate with the agency team to share insights, support business objectives, and contribute to a positive workplace culture.
- Provide detailed activity reports to the agent, ensuring transparency and effective communication within the team.
- Remain current with industry developments, licensing requirements, and continuing education to uphold compliance and expertise.
Why Join Our Team?
As a Customer Service Representative (CSR), you will gain invaluable experience in the insurance sector, benefit from opportunities for professional growth, and enjoy a supportive work environment. The agency offers a competitive salary, bonus opportunities, paid time off, a Simple IRA, health benefits, and pathways for advancement within the organization. If you are a proactive, customer-focused professional looking to build a fulfilling career, this is the ideal position for you.
Employment with this agency is an excellent way to develop your skills, contribute to a dynamic team, and make a positive impact on clients’ lives. The agency is committed to fostering a culture of inclusion and equal opportunity, ensuring all employees can thrive.
This position is with an independent contractor agent. Employees of independent contractor agents are not employees of any parent insurance company. Candidates must successfully complete all applicable licensing requirements and training programs as a condition of employment.
Customer Service Representative (CSR) - Summary- Serve as the primary point of contact for insurance clients
- Deliver exceptional customer service and support agency growth
- Full-time position with opportunities for professional development
- Establish and nurture customer relationships
- Answer questions regarding insurance policies, coverage, and claims
- Assist customers with policy changes, renewals, and billing inquiries
- Educate clients on available insurance options and benefits
- Provide detailed reports and updates to agency management
- Remain current with product, licensing, and industry developments
- Competitive salary with bonus potential
- PTO (vacation, personal, and sick days)
- Simple IRA retirement plan
- Health insurance benefits
- Growth potential and advancement opportunities
- Excellent written, verbal, and listening communication skills
- Strong interpersonal skills and a people-oriented approach
- Organizational and multitasking abilities
- Self-motivated and proactive in problem-solving
- Detail-oriented with a commitment to accuracy and timely completion of work
- Ability to work collaboratively in a team environment
- Proficiency in learning and using computer functions
- Property & Casualty license (or ability to obtain)
- Life and Health license (or ability to obtain)
- Commitment to ongoing learning and professional development
- Energetic, engaging, and dedicated to providing outstanding service
- Thrives in a fast-paced, team-based environment
- Driven to achieve personal and agency goals
- Adaptable and eager to grow within the insurance industry
- All hiring decisions are made by the independent contractor agent, not the parent insurance company
- This agency is committed to equal employment opportunity and a diverse, inclusive workplace
- Selected candidates must meet all licensing and training requirements
- Working in this region offers unique opportunities for career growth and development
If you are a motivated individual ready to make a difference as a Customer Service Representative (CSR), click the application button to apply and take the next step towards a rewarding career!