Customer Service Representative (CSR)
Location: MERCED, CA
Job Type: fulltime
Company: Peter Padilla - State Farm Agency
Salary: $18.0 - $22.0 per hour
Category: Sales
Job Description Apply Now
Customer Service Representative (CSR) - Summary
The Customer Service Representative (CSR) is a pivotal member of an insurance agency team, responsible for providing outstanding service and support to clients in all aspects of their insurance needs. This full-time position offers a dynamic environment where individuals can build meaningful relationships with customers, help grow the business, and gain valuable experience within the insurance industry. As a CSR, you will play a crucial role in delivering exceptional customer experiences, supporting daily office operations, and ensuring policyholders' needs are met with professionalism and care. Working as a CSR in an agency setting provides not only the opportunity for personal and professional growth but also a rewarding career path for those who are motivated, detail-oriented, and passionate about helping others.
Duties & Responsibilities- Establish and nurture ongoing relationships with customers, ensuring consistent and effective communication to address individual needs and concerns.
- Respond promptly and accurately to all customer inquiries related to insurance products, policy changes, billing, claims processes, eligibility, and coverage options.
- Educate clients on available insurance options using a customer-focused, needs-based approach to ensure they understand their policies and potential coverage solutions.
- Assist new and existing policyholders with policy changes, renewals, claims submissions, and clarifications of billing statements.
- Demonstrate a strong work ethic and unwavering commitment to delivering exceptional customer service on a daily basis.
- Utilize internal systems to document customer interactions, policy updates, and follow-up actions in an organized and timely manner.
- Support the agency team in achieving business growth objectives through value-driven conversations and positive customer engagement.
- Remain current with all product changes, licensing requirements, technical developments, and ongoing continuing education as required by the agency and regulatory bodies.
- Provide thorough and timely activity reports to agency management, maintaining transparency and accountability in all client interactions.
- Contribute to a positive, collaborative team environment, actively participating in team meetings, training sessions, and performance improvement initiatives.
- Competitive base salary with additional bonus potential based on performance metrics and agency growth.
- Paid time off, including vacation days and personal/sick leave to support work-life balance.
- Retirement plan options to help you plan for your future financial security.
- Health allowance to assist with medical and wellness expenses.
- Opportunities to gain valuable hands-on experience in the insurance industry.
- Potential for career advancement and professional growth within the organization.
- Excellent interpersonal and communication skills, both written and verbal, to effectively interact with clients and colleagues.
- Demonstrated organizational abilities and attention to detail to manage multiple tasks and responsibilities efficiently.
- Self-motivated with a proactive approach to problem-solving and continuous improvement.
- Commitment to delivering high-quality customer service and building long-term client relationships.
- Ability to quickly learn and adapt to computer systems and new technologies relevant to the insurance industry.
- Strong teamwork skills, with the ability to thrive in a collaborative, fast-paced environment.
- Must be able to obtain Property & Casualty license and Life and Health license as required by the agency and regulatory authorities.
- Willingness to participate in ongoing training, licensing, and educational programs to maintain compliance and expertise in the field.
- Energetic and driven individual with a passion for helping others and contributing to business growth.
- Comfortable handling multiple responsibilities and switching between tasks as needed.
- Detail-oriented and takes pride in completing work accurately and efficiently.
- Demonstrates initiative and a desire for continuous learning and professional development.
- Enjoys working as part of a supportive, collaborative team environment.
- Values clear, effective communication and strives to exceed customer expectations in all interactions.
- This position is with an independent insurance agency and is not affiliated with the corporate offices of any insurance company. Employees are hired by independent agents and are not considered employees of the insurance carrier.
- All candidates must be able to successfully complete required licensing and training programs pertinent to the insurance industry.
- Employment is contingent on meeting all regulatory and agency-specific requirements.
- The agency is committed to providing an inclusive, supportive workplace that values diversity and equal opportunity for all employees.
- If you are motivated to succeed in a customer-focused role and meet the listed qualifications, we encourage you to apply today by clicking the job application button and take the next step in your career journey.
We look forward to reviewing your application and discussing how you can become an integral part of our team as a Customer Service Representative (CSR).