Customer Service Representative (CSR)
Location: SAN BRUNO, CA
Job Type: fulltime
Company: Denise Granville - State Farm Agency
Salary: $45000.0 - $65000.0 per year
Category: Insurance
Job Description Apply Now
The Customer Service Representative (CSR) role is an integral position within an independent insurance agency, focusing on delivering outstanding client experiences and supporting the agency’s growth. As a CSR, you will play a vital role in building and maintaining customer relationships, providing guidance on insurance options, and ensuring prompt, accurate service to each client. This is an excellent opportunity for individuals who are energetic self-starters, thrive in fast-paced environments, and are eager to learn and advance within the insurance industry. No prior insurance experience is required, as comprehensive training will be provided to candidates who demonstrate the right skill set and aptitude for the position.
As a Customer Service Representative (CSR), you will engage with clients through value-based conversations, making every interaction impactful and informative. You will have a direct hand in the client journey, from onboarding and policy management to claims support and ongoing service. This position requires a high level of professionalism, attention to detail, and a commitment to delivering a remarkable customer experience.
You will have the opportunity to develop valuable experience in the insurance sector, benefit from continuous learning, and potentially advance within the agency. The role offers a competitive salary with bonus potential, paid time off, and the chance to become licensed in Property & Casualty as well as Life and Health insurance. If you are dedicated to customer service, possess strong communication skills, and are motivated to succeed, this could be the rewarding career path you are seeking.
Customer Service Representative (CSR) - Summary- The Customer Service Representative (CSR) supports an independent insurance agency by providing exemplary customer service and assisting clients with their insurance needs.
- This role serves as a key point of contact for clients, helping to answer questions, process policy changes, and educate customers about insurance options.
- Comprehensive training is provided for candidates who demonstrate the necessary interpersonal and organizational skills.
- Establish and maintain positive customer relationships through effective communication and follow-up.
- Respond promptly and accurately to customer inquiries regarding insurance availability, eligibility, coverage options, policy changes, transfers, claims, and billing.
- Utilize a needs-based review process to educate customers about insurance products and services.
- Demonstrate a strong work ethic and commitment to daily success.
- Work collaboratively with team members to achieve agency goals.
- Complete timely and thorough activity reports for management review.
- Stay current on product changes, licensing requirements, technical developments, and continuing education.
- Competitive salary with bonus opportunities.
- PTO including vacation and personal/sick days.
- Valuable industry experience and professional development.
- Potential for career advancement within the agency.
- Excellent interpersonal and communication skills (written, verbal, and listening).
- Strong organizational skills and detail-oriented approach.
- Self-motivated with a proactive attitude toward problem-solving.
- Dedicated to delivering high-quality customer service.
- Ability to learn and utilize computer functions relevant to insurance operations.
- Effective at multi-tasking and working within a team environment.
- Pride in accurate and timely completion of work.
- Must be able to obtain Property & Casualty license as well as Life and Health license (if not already licensed).
- Commitment to ongoing learning and professional development.
- Motivated, energetic, and eager to contribute to agency success.
- Enjoys engaging with people and providing solutions tailored to individual needs.
- Thrives in a dynamic, fast-paced work environment.
- Demonstrates a commitment to personal and professional growth.
- Embraces training opportunities and seeks to obtain necessary licensing.
- This position is with an independent contractor agent representing a nationally recognized insurance brand.
- Employees of independent insurance agents must successfully complete applicable licensing requirements and training programs.
- Independent agents are responsible for recruiting, hiring, and managing their own employees; employees are not direct employees of the national carrier.
- If you are ready to launch a fulfilling career as a Customer Service Representative (CSR), click the job application button to apply and take the next step in your professional journey.
State Farm agents are independent contractors who hire their own employees. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents employees are not employees of State Farm.