Customer Service Representative (CSR)
Location: WESTERVILLE, OH
Job Type: fulltime
Company: Billy Tecklenburg - State Farm Agency
Salary: $45000.0 - $65000.0 per year
Category: Customer Service
Job Description Apply Now
Customer Service Representative (CSR) – Full-time
Are you passionate about providing outstanding customer service and building lasting relationships? We are seeking a dedicated and energetic Customer Service Representative (CSR) to join a thriving insurance agency team. In this pivotal role, you will interact with clients daily, addressing their needs, offering guidance on insurance solutions, and supporting their journey with timely, accurate, and friendly service. Working as a Customer Service Representative (CSR), you will play a key part in creating exceptional client experiences and supporting the growth of the business.
This is an excellent opportunity for motivated individuals seeking a rewarding career with strong growth potential. You will be instrumental in ensuring client satisfaction and helping clients make informed decisions about their insurance needs. As a Customer Service Representative (CSR), you will leverage your communication skills and attention to detail to make a positive impact on both clients and the organization.
As a Full-time Customer Service Representative (CSR), you will enjoy working in a supportive and collaborative environment, with opportunities to develop your skills and advance your career in the insurance industry. Collaboration, continuous learning, and a customer-centric approach are at the heart of our team’s success.
Customer Service Representative (CSR) - Summary- Engage with clients to establish and nurture strong relationships.
- Deliver responsive and solutions-focused customer service for insurance inquiries, policy updates, claims, and billing.
- Identify new service and sales opportunities with existing and prospective clients.
- Educate clients about insurance products and options using a needs-based approach.
- Support the agency’s mission to provide protection and peace of mind for clients.
- Establish and maintain positive customer relationships through regular communication and follow-up.
- Respond promptly to client inquiries regarding insurance policies, coverage options, policy changes, claims, and billing matters.
- Conduct needs-based reviews with clients to recommend suitable insurance products, such as auto, home, life, and health insurance.
- Generate insurance quotes, present solutions, and close sales in alignment with client needs.
- Proactively seek new business prospects and help expand the agency’s client base.
- Support ongoing networking and relationship-building activities both within and outside the office.
- Demonstrate a strong work ethic and commitment to achieving team and individual goals.
- Remain current with changes in insurance products, licensing requirements, and industry best practices through continuing education.
- Utilize computer systems efficiently to manage client records, process transactions, and document interactions.
- Competitive base salary structure.
- PTO (Paid Time Off) for vacation, personal, and sick days.
- 401(k) retirement plan with company match.
- Comprehensive health, dental, and vision insurance coverage.
- Short-term and long-term disability insurance plans.
- Group life insurance benefits.
- Access to office snacks, beverages, and team-building events.
- Supportive and inclusive workplace culture.
- Property & Casualty insurance license (or ability to obtain).
- Life and Health insurance license (or ability to obtain).
- Strong interpersonal and communication skills, both verbal and written.
- Customer-focused attitude and commitment to providing excellent service.
- High level of organizational skills and attention to detail.
- Self-motivated, proactive, and able to work both independently and as part of a team.
- Ability to adapt to changing priorities and manage multiple tasks efficiently.
- Comfortable using computer systems and learning new technologies.
- Dedication to ongoing professional development and staying informed on industry changes.
- Driven and goal-oriented with a passion for helping others.
- Demonstrates empathy and a genuine desire to ensure clients are well-protected.
- Thrives in a fast-paced, collaborative environment.
- Excellent problem-solving skills and resourcefulness.
- Committed to delivering exceptional customer experiences every day.
- This Customer Service Representative (CSR) position is with an independent contractor agent, not with the parent insurance company.
- Employment is contingent upon successful completion of required licensing and training programs.
- Employees in this role are not direct employees of the parent insurance company but are hired and managed by the independent agent.
- We are an Equal Opportunity Employer (EEO) and are committed to fostering an inclusive and diverse workplace.
- If you are motivated to succeed and can envision yourself in this Customer Service Representative (CSR) role, we encourage you to apply by clicking the job application button and take the next step in your career journey!