Customer Service Representative – Insurance
Location: CAVE CREEK, AZ
Job Type: parttime
Company: Matt Woosley - State Farm Agency
Salary: $20.0 - $28.0 per hour
Category: Administrative
Job Description Apply Now
The role of Customer Service Representative – Insurance is integral to the continued success of insurance agencies committed to delivering outstanding service. This position is ideal for individuals seeking to develop a career in the insurance industry, especially those with a focus on customer retention and billing processes. Employees in this role are responsible for ensuring client satisfaction through prompt, professional, and accurate support, while also maintaining the agency’s high standards for operational excellence. Working as a Customer Service Representative – Insurance allows you to contribute to a dynamic team environment where attention to detail and a customer-first attitude are highly valued. If you are looking to join an industry leader and play an essential role in client support, this position offers an exciting opportunity.
Customer Service Representative – Insurance SummaryAs a Customer Service Representative – Insurance, you will serve as a primary point of contact for clients seeking assistance with billing, policy information, and account updates. This role requires a blend of technical and interpersonal skills, including data entry, customer communication, and issue resolution. The position is well-suited for individuals who are organized, detail-oriented, and motivated to exceed client expectations within a reputable insurance agency environment. Your contribution will help drive client satisfaction, retention, and the overall success of the agency.
Duties & Responsibilities- Greet clients both in person and over the phone, ensuring a professional and welcoming experience at every interaction.
- Respond promptly to client inquiries via phone, email, and other communication channels, delivering accurate information regarding policies and billing.
- Prepare, review, and process insurance forms and documents, maintaining meticulous records within the agency management system.
- Manage and update client files, ensuring all information is current and compliant with industry regulations.
- Handle all billing-related tasks, including answering questions, processing payments, and following up on overdue accounts to maintain up-to-date receivables.
- Act as an effective liaison between clients and agents, ensuring clear and timely communication to address concerns and facilitate service requests.
- Support agency operations by assisting with a variety of administrative duties as needed, contributing to a smooth workflow within the office.
- Compensation for Customer Service Representative – Insurance positions is competitive and reflects experience, licensure, and industry standards.
- Employees may be eligible for a suite of benefits, which can include health insurance, retirement plans, and professional development opportunities depending on the agency.
- Working in this role provides access to resources for ongoing training and advancement within the insurance sector.
- Active Arizona Property and Casualty License is required for this position.
- Previous experience in insurance, particularly with State Farm products, is preferred but not strictly required.
- Demonstrated experience in administrative or customer service roles, ideally within insurance or financial services environments.
- Excellent verbal and written communication skills are essential for effective client service and internal collaboration.
- Exceptional organizational abilities, with a proven track record in multitasking and prioritizing workload.
- Strong attention to detail and accuracy in data entry and document processing.
- Ability to work independently, solve problems, and provide effective resolutions to client issues.
- Professional and friendly demeanor, with a commitment to upholding high standards for customer satisfaction.
- Highly organized and efficient, able to handle multiple tasks with accuracy and composure.
- Driven by a desire to help others and contribute positively to team success.
- Willingness to learn new skills and adapt to changing procedures in the insurance industry.
- Comfortable using agency management systems and other office software for daily operations.
- Committed to professional growth and continuous improvement within the agency environment.
- Exceptional interpersonal skills to build trust and rapport with clients from diverse backgrounds.
- This position is with an independent contractor agent for State Farm, not with State Farm Insurance Companies directly.
- Successful candidates must complete all applicable licensing requirements and training programs as stipulated by the agency and regulatory authorities.
- Employees of State Farm agents are not employees of State Farm. Employment is directly with the agency owner, who manages their own staff and operations.
- Individuals seeking to apply are encouraged to submit their resume and complete the application process to be considered for the Customer Service Representative – Insurance role.
If you are motivated to succeed in a fast-paced, client-focused environment, and you meet the qualifications listed above, we encourage you to apply for the Customer Service Representative – Insurance position by clicking the job application button today.