Return To Search
Customer Service Representative (CSR)
Location: Austin, TX
Job Type: fulltime
Company: JT Reisdorph - State Farm Agency
Salary: $45000.0 - $65000.0 per year
Category: Customer Service
The Customer Service Representative (CSR) is a vital member of an insurance agency team, focused on delivering exceptional support to clients while facilitating the growth of the business. As a Customer Service Representative, you will engage directly with customers, addressing their inquiries and providing expert guidance on insurance products and services. This role offers an excellent opportunity for individuals who are enthusiastic about customer care, enjoy problem-solving, and are eager to contribute to a high-performing team environment. Whether you have previous insurance experience or are new to the industry, comprehensive training and support are provided to ensure your success in the CSR position.
In this key customer-facing role, you will build and nurture relationships with clients, ensuring their needs are met efficiently and professionally. The Customer Service Representative (CSR) is responsible for responding to policy-related questions, processing changes, assisting with claims, and clarifying billing matters. You will have the opportunity to educate customers about various insurance options using a needs-based approach, helping them make informed decisions about their coverage. The position emphasizes strong communication skills, attention to detail, and a dedication to providing a remarkable customer experience.
Working as a Customer Service Representative (CSR) in an insurance agency means you will be part of a collaborative environment where your initiative and organizational abilities are valued. The position requires you to stay current with evolving insurance products, licensing requirements, and technical developments. You will also be expected to maintain thorough documentation and activity reports, supporting the agency’s efforts to deliver quality service and achieve its business objectives.
The Customer Service Representative (CSR) role offers a comprehensive benefits package, including 401(k) matching, flexible scheduling, paid time off, and opportunities for professional development. These benefits are designed to support your career growth and work-life balance, making the CSR position an attractive choice for motivated individuals seeking a rewarding career in the insurance industry. If you are a self-starter with excellent interpersonal skills, you are encouraged to apply for the Customer Service Representative (CSR) role and take the next step in your professional journey.
Customer Service Representative (CSR) - Summary
- Serve as the primary point of contact for insurance clients, providing prompt and friendly assistance.
- Utilize a customer-focused approach to identify client needs and recommend suitable insurance solutions.
- Support agency growth by fostering long-term client relationships.
- Participate in ongoing training and licensing programs to maintain expertise in insurance products and services.
Duties & Responsibilities
- Establish and maintain positive relationships with customers, following up as necessary to ensure satisfaction.
- Deliver accurate and timely customer service, including responding to questions about coverage, policy changes, eligibility, claims, and billing.
- Educate clients about insurance options using a needs-based review process.
- Demonstrate a high level of professionalism, work ethic, and commitment to agency goals.
- Collaborate with team members to ensure seamless service delivery.
- Maintain up-to-date knowledge of insurance products, licensing, and technical developments.
- Prepare and submit thorough activity and progress reports to agency management.
- Proactively solve customer problems and address concerns with empathy and efficiency.
- Utilize computer systems to manage customer information and process requests accurately.
Salary & Benefits
- Competitive salary structure, commensurate with experience and qualifications.
- 401(k) matching to support your long-term financial goals.
- Flexible scheduling options to promote work-life balance.
- Paid time off for personal well-being and rest.
- Professional development assistance to enhance your skills and career growth.
- Opportunities for advancement within the agency.
Qualifications & Requirements
- Property & Casualty license (must be obtained prior to the start date).
- Life and Health insurance license (must be obtained prior to the start date).
- Strong interpersonal skills with a customer-oriented mindset.
- Effective written, verbal, and listening communication skills.
- Organizational skills and attention to detail.
- Self-motivated with the ability to work independently and as part of a team.
- Proactive approach to problem solving and meeting customer needs.
- Ability to learn and navigate computer systems efficiently.
- Commitment to accuracy and timely completion of tasks.
- Willingness to participate in continuing education and stay current with industry changes.
Ideal Candidate Snapshot
- Energetic and motivated self-starter who thrives in a fast-paced environment.
- Demonstrates a passion for delivering outstanding customer service.
- Excels in multitasking and time management.
- Values teamwork and demonstrates a willingness to collaborate.
- Adaptable and eager to learn new concepts and processes.
- Shows pride in work and strives for excellence in every task.
Other Relevant Information
- This position is with an independent contractor agent of a major insurance provider. Employees must complete applicable licensing and training requirements.
- Employment is directly with the agency, not the insurance company itself.
- Agency employees are expected to remain informed about product updates, licensing changes, and industry standards.
- The agency provides ongoing training and resources to support your career success.
- Applicants are encouraged to apply for the Customer Service Representative (CSR) role by clicking the job application button to take the next step in their career.
- "This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm."