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Customer Service Representative (CSR)
Location: BRYN MAWR, PA
Job Type: fulltime
Company: Jim D'Angelo - State Farm Agency
Salary: $40000.0 - $60000.0 per year
Category: Customer Service
Customer Service Representative (CSR) - Full-time
Are you looking to take your people skills and problem-solving abilities to the next level? Join a dynamic insurance agency as a Customer Service Representative (CSR) and help deliver exceptional service to clients every day. As a core member of the team, you will play a crucial role in building relationships, supporting customers with their insurance needs, and contributing to the agency’s ongoing growth and success. This full-time opportunity is ideal for individuals who are motivated, proactive, and ready to develop valuable business experience in a supportive environment.
As a Customer Service Representative (CSR), you will be the first point of contact for clients, providing friendly, knowledgeable, and responsive assistance. The role is perfect for those who thrive in a fast-paced setting, enjoy engaging with people, and have a dedication to delivering outstanding customer experiences. Whether you have previous insurance experience or are new to the industry, comprehensive training and mentorship will be provided for the right candidate who possesses the necessary interpersonal and organizational skills.
Working as a Customer Service Representative (CSR) offers ample opportunities for personal and professional development. You will have the chance to learn about a variety of insurance products and services, stay current on industry trends, and advance your career within a reputable agency. In addition, you will benefit from a supportive team culture, structured training programs, and opportunities for growth within the agency.
Customer Service Representative (CSR) - Summary
- Frontline role supporting clients with their insurance policies and inquiries
- Opportunity to build lasting relationships with customers and help them make informed decisions about their insurance needs
- Full-time position with potential for advancement and professional growth
- Comprehensive training and licensing support provided for qualified candidates
Duties & Responsibilities
- Establish and maintain positive customer relationships through proactive communication and follow-up
- Provide prompt, accurate, and friendly service to clients via phone, email, and in-person interactions
- Respond to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing clarification
- Guide customers through a needs-based review process to educate them about insurance options and help them select appropriate products
- Maintain strong work ethic and commitment to success each day
- Provide timely and thorough activity reports to agency management
- Stay current on product changes, licensing, technical developments, and participate in continuing education as needed
- Collaborate with agency team members to achieve shared business goals
Salary & Benefits
- Competitive base salary
- 401(k) retirement plan with agency
- Valuable hands-on business experience in a successful insurance agency
- Opportunities for professional development and advancement
Qualifications & Requirements
- Excellent interpersonal and communication skills (written, verbal, and listening)
- Strong organizational abilities and attention to detail
- Self-motivated and proactive approach to problem-solving
- Commitment to providing high-quality customer service
- Ability to learn and use computer systems and software
- Demonstrated ability to work effectively in a collaborative team environment
- Multi-tasking skills and ability to manage priorities efficiently
- Willingness to complete required reports and documentation in a timely manner
- Property & Casualty insurance license (must be obtained within 90 days of hire)
- Life and Health insurance license (must be obtained within 90 days of hire)
- Commitment to ongoing learning and staying up-to-date with industry standards
Ideal Candidate Snapshot
- People-oriented individual with a genuine interest in helping clients and supporting team members
- Resourceful, detail-oriented, and able to adapt to a fast-paced work environment
- Proactive in addressing customer needs and solving problems
- Consistently demonstrates professionalism, integrity, and reliability
- Motivated to succeed and open to learning new skills
Other Relevant Information
- This position is with an independent insurance agency, not directly with a national insurance company
- Employees must successfully complete all applicable licensing requirements and training programs
- The agency is committed to providing equal employment opportunities and fostering an inclusive workplace for all team members
If you are ready to embark on a fulfilling career as a Customer Service Representative (CSR), take the next step by clicking the job application button and submitting your resume. Candidates who meet the requirements will be contacted for the next steps in the interview process.
EEO Statement: This position is with an independent contractor agent, not with the national insurance company. Employees of the agency must be able to successfully complete any applicable licensing requirements and training programs. The agency is an equal opportunity employer and is committed to providing a workplace free of discrimination and harassment.