Customer Service Representative (CSR)
Location: GROVEPORT, OH
Job Type: fulltime
Company: Billy Tecklenburg - State Farm Agency
Salary: $40000.0 - $60000.0 per year
Category: Customer Service
Job Description Apply Now
Customer Service Representative (CSR) - Summary
The Customer Service Representative (CSR) plays a vital role in delivering outstanding service and support to insurance clients. As a key member of an insurance agency team, the Customer Service Representative (CSR) acts as the first point of contact for policyholders, prospects, and the general public, handling inquiries, providing guidance on insurance products, and facilitating the resolution of customer concerns. This full-time position offers an engaging work environment for individuals who are enthusiastic about helping others and supporting business growth through value-based conversations and positive customer experiences.
Joining an established insurance agency as a Customer Service Representative (CSR) grants you the opportunity to build meaningful relationships with clients, develop expertise in insurance products, and contribute to the success of the agency. The agency values teamwork, professionalism, and a strong commitment to customer satisfaction. Working as a Customer Service Representative (CSR), you will gain exposure to various aspects of the insurance industry and have the potential for career growth through continued learning and achievement. If you are an energetic, self-motivated individual who excels in a fast-paced environment, this position could be the perfect fit for you. Apply now by clicking the job application button to take the next step in your career.
Duties & Responsibilities- Establish and maintain relationships with customers through regular, proactive communication and follow-up.
- Identify new service opportunities with both existing and prospective clients by engaging in value-based conversations and needs assessments.
- Respond promptly and accurately to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarifications.
- Utilize a customer-focused, needs-based review process to educate clients about available insurance options.
- Develop insurance quotes, present sales proposals, and successfully close sales when appropriate.
- Cultivate ongoing networking relationships to support business development and referral generation.
- Uphold a strong work ethic with a daily commitment to achieving individual and team goals.
- Stay current on product changes, licensing requirements, technical developments, and continue professional education as needed.
- Competitive base salary
- PTO including vacation and personal/sick days
- 401(k) plan with employer match
- Comprehensive health, dental, and vision insurance
- Short-term and long-term disability insurance
- Group life insurance
- Access to office snacks and drinks
- Participation in company outings and culture-building activities
- Must have or be able to obtain Property & Casualty insurance license
- Must have or be able to obtain Life and Health insurance license
- Excellent interpersonal, written, verbal, and listening communication skills
- Strong organizational skills with attention to detail
- Self-motivated with proactive problem-solving abilities
- Ability to learn and effectively use computer functions and agency management systems
- Commitment to delivering exceptional customer service and building long-term client trust
- Capacity to work both independently and within a collaborative team environment
- Demonstrated ability to multi-task and prioritize responsibilities efficiently
- Energetic and committed to helping customers make informed decisions about their insurance coverage
- Pride in delivering accurate, timely, and thorough work
- Driven to succeed and motivated by achievement and personal growth
- Flexible, adaptable, and thrives in a fast-paced, dynamic setting
- Values professional development and ongoing learning
- This position is with an independent contractor agent, not with the parent insurance company. Employees of the agent must be able to successfully complete all applicable licensing and training requirements.
- The agency promotes a supportive, inclusive, and team-oriented work culture.
- Career advancement opportunities are available for high-performing team members interested in growing within the insurance industry.
- If you are ready to take the next step in your career as a Customer Service Representative (CSR), apply today by clicking the job application button and join a team dedicated to delivering exceptional service and support to clients.
- State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.