Customer Service Representative (CSR)
Location: LONGMONT, CO
Job Type: fulltime
Company: Wes Parker - State Farm Agency
Salary: $40000.0 - $80000.0 per year
Category: Insurance
Job Description Apply Now
The Customer Service Representative (CSR) position is an essential role within the insurance industry, dedicated to delivering outstanding support to clients and enhancing the customer experience. As a key member of the team, the Customer Service Representative (CSR) acts as a first point of contact for policyholders, answering inquiries, assisting with insurance processes, and fostering long-term customer relationships. This full-time, in-office opportunity offers the chance to work in a collaborative environment, supporting a well-established insurance agency driven by a commitment to excellence and customer satisfaction.
The Customer Service Representative (CSR) is responsible for building rapport with clients, handling a variety of service and sales-related tasks, and ensuring that each interaction is positive and productive. This role requires a professional demeanor, effective communication skills, and a genuine desire to help customers understand their insurance needs and options. Working as a Customer Service Representative (CSR) provides valuable exposure to the insurance industry, offering career growth opportunities and the ability to make a real difference in customers’ lives.
The agency values individuals who are self-motivated, detail-oriented, and proactive in their approach to problem-solving. As a Customer Service Representative (CSR), you will be part of a supportive team environment where collaboration and continuous development are encouraged. This position not only provides competitive compensation and comprehensive benefits but also the satisfaction of working in a role that prioritizes client care and professional growth. Candidates who are passionate about helping others and eager to develop their insurance expertise are encouraged to apply by clicking the job application button.
Customer Service Representative (CSR) - Summary- Full-time, in-office position dedicated to supporting customers of a leading insurance agency.
- Acts as the primary liaison between clients and the agency, ensuring all service and sales interactions are handled efficiently and professionally.
- Focuses on delivering prompt, accurate, and friendly customer service while educating customers about insurance options.
- Opportunities for professional growth and skill development within the insurance sector.
- Answer incoming phone calls and welcome clients to the agency office, providing a positive first impression.
- Establish and maintain strong customer relationships through attentive and responsive service.
- Follow up with customers regarding policy changes, inquiries, and service needs to ensure ongoing satisfaction.
- Respond to questions about insurance products, coverage options, eligibility, claims, billing, and policy transfers.
- Utilize a customer-focused, needs-based review process to help clients make informed decisions about their insurance coverage.
- Educate clients about available insurance plans and assist with policy updates or modifications as needed.
- Support the agency’s sales initiatives by identifying opportunities to recommend additional products and services.
- Maintain accurate records and documentation in compliance with agency standards and regulatory requirements.
- Competitive compensation structure, including base salary and bonus program.
- Comprehensive medical, dental, and vision insurance coverage.
- Retirement plan to support long-term financial goals.
- Paid time off to promote work-life balance.
- Standard office hours for predictable scheduling and routine.
- Previous experience in sales, customer service, or a related field is preferred but not mandatory.
- Excellent written, verbal, and listening communication skills.
- Strong attention to detail and organizational skills.
- Proactive approach to identifying and solving problems as they arise.
- Ability to work collaboratively in a team environment, supporting colleagues as needed.
- Effective at assessing customer needs and conducting productive interviews.
- Capacity to connect with customers and build rapport quickly and professionally.
- Must obtain Property & Casualty insurance license and Life & Health insurance license as required by the agency and state regulations.
- Customer-focused professional with a passion for helping others and a desire to grow within the insurance industry.
- Self-motivated, reliable, and capable of managing multiple tasks efficiently.
- Comfortable working in a fast-paced, team-oriented environment.
- Demonstrates empathy, patience, and a strong work ethic.
- Willingness to learn and adapt to new processes and technologies.
- This position is employed by an independent contractor agent, not directly by the parent insurance company.
- Employment is contingent upon successful completion of all applicable licensing requirements and training programs.
- Employees of the agency are not employees of the parent insurance company.
If you are ready to take the next step in your career and make a meaningful impact as a Customer Service Representative (CSR), we encourage you to apply today by clicking the job application button. Join a dedicated team committed to delivering exceptional service and supporting clients’ insurance needs.