Customer Service Representative (CSR)
Location: Boca Raton, FL
Job Type: fulltime
Company: Matt Sipowski - State Farm Insurance
Salary: $40000.0 - $60000.0 per year
Category: Customer Service
Job Description Apply Now
If you are looking to build a meaningful career in customer service, the Customer Service Representative (CSR) position offers an excellent opportunity to work with a reputable insurance agency. As a Customer Service Representative (CSR), you will play a vital role in supporting clients and strengthening relationships within a respected insurance office in Boca Raton, FL. The Customer Service Representative (CSR) position is designed for individuals who excel at communication, enjoy helping others, and are motivated by providing high-quality service. This full-time role is ideal for someone who is passionate about the insurance industry and eager to develop their professional skills while making a positive impact on clients’ experiences.
As a Customer Service Representative (CSR) in Boca Raton, FL, you will serve as a key point of contact for clients, addressing their needs and inquiries with professionalism and care. Your efforts will contribute directly to the agency’s mission of delivering exceptional insurance support and maintaining client satisfaction. The environment is collaborative, supportive, and growth-oriented, presenting a unique chance to advance your career in customer service and insurance. Working in Boca Raton, FL, you will enjoy the benefits of being part of a dynamic and thriving community known for its vibrant business atmosphere.
Customer Service Representative (CSR) - SummaryThe Customer Service Representative (CSR) is responsible for providing prompt, accurate, and courteous service to clients, supporting the agency’s core operations, and building strong relationships through proactive communication. This position requires a customer-focused mindset and a commitment to continuous learning in the insurance sector.
Duties & Responsibilities- Answering incoming phone calls and greeting clients in a professional manner
- Establishing and nurturing customer relationships, ensuring prompt follow-up as needed
- Delivering accurate and friendly service by responding to inquiries on insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing matters
- Utilizing a customer-focused, needs-based review process to educate clients about insurance options and assist them in making informed decisions
- Documenting all client interactions and updating records to reflect policy changes and customer feedback
- Collaborating with team members to resolve client issues efficiently and maintain high standards of service
- Assisting with administrative tasks as required to support daily operations
- Staying current with ongoing training and licensing requirements as set by the agency and regulatory authorities
- Competitive base salary with commission and bonus opportunities
- Paid time off, including vacation and personal/sick days
- Eligibility for health benefits and a retirement plan after one year of service
- Valuable on-the-job experience in a professional insurance office environment
- Growth potential and opportunities for advancement within the agency
- Previous sales experience is preferred (experience in inside sales, outside sales, retail sales, or telemarketing is advantageous)
- Excellent written, verbal, and listening communication skills
- Self-motivated, with a proactive approach to problem-solving
- Strong attention to detail and organization
- Ability to work collaboratively within a team environment
- Skilled in assessing customer needs and conducting effective interviews
- Ability to build rapport and relate effectively to a diverse client base
- Must be able to obtain Property & Casualty license
- Must be able to obtain Life & Health insurance license
- Enthusiastic about delivering excellent customer service in a fast-paced insurance agency setting
- Strong interpersonal skills with a talent for building client trust and loyalty
- Possesses a positive attitude and is receptive to constructive feedback and training
- Embraces continuous learning and seeks growth opportunities within the agency
- Is adaptable, flexible, and able to handle multiple priorities efficiently
- This position is with an independent contractor agent for a major insurance brand, not directly with the parent insurance company
- Employees must successfully complete all necessary licensing requirements and agency-specific training programs
- The agency is committed to providing an inclusive and supportive work environment where all qualified applicants are encouraged to apply
If you are motivated to succeed as a Customer Service Representative (CSR) and are eager to develop your career in Boca Raton, FL, we encourage you to submit your application today. Take the next step in your professional journey by clicking the job application button and joining a team dedicated to outstanding customer service and professional growth.