Insurance Customer Service Representative
Location: NASHVILLE, TN
Job Type: fulltime
Company: Terry W Jones - State Farm Agency
Salary: $45000.0 - $65000.0 per year
Category: Insurance
Job Description Apply Now
Insurance Customer Service Representative - SummaryThe Insurance Customer Service Representative (CSR) plays a key role in delivering exceptional support and guidance to clients seeking insurance and financial services. As a vital member of the agency team, the Insurance Customer Service Representative serves as the first point of contact for customers, addressing their questions and concerns regarding auto, home, life insurance, and retirement planning. This position requires a blend of customer service expertise, sales acumen, and a genuine desire to help clients find the insurance solutions that best meet their needs. Working in this capacity offers the opportunity to develop a rewarding career in the insurance industry, with a focus on both client satisfaction and business growth.
The Insurance Customer Service Representative supports the agency's mission to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. This role is integral to the agency's success, combining outstanding client relations, policy support, and proactive sales efforts. If you are passionate about customer care, enjoy building relationships, and possess an aptitude for identifying beneficial solutions, this is an excellent opportunity to advance your career and make a positive impact in the community while enjoying the benefits of working in a collaborative, team-oriented environment.
Duties & Responsibilities- Deliver exceptional customer service by assisting clients with policy inquiries, account updates, and claims support for insurance products such as auto, home, life, and retirement planning.
- Conduct needs-based reviews with clients to ensure they have appropriate coverage for their unique situations, educating them on available options and recommending enhancements when beneficial.
- Identify sales opportunities during service interactions by proactively recommending additional insurance products or coverage that align with customer needs and goals.
- Develop and maintain strong relationships with clients, becoming a trusted resource for their insurance questions and concerns.
- Support agency growth by generating leads, cultivating client referrals, and promoting the agency’s full range of services.
- Collaborate with team members to ensure seamless client experiences and contribute to a supportive, positive office culture.
- Stay current on industry trends, policy updates, and state licensing requirements to provide informed service and maximize sales opportunities.
- Competitive salary structure based on experience and performance.
- Bonus and incentive opportunities linked to in-book sales and client retention.
- PTO (Paid Time Off) is available for work-life balance and personal needs.
- Opportunities for career advancement within the agency and the broader insurance industry.
- Comprehensive training and development programs, including licensing assistance for those who need to obtain state-required credentials.
- Engagement in a supportive team environment that values your contributions and professional growth.
- Strong communication skills with the ability to confidently interact with clients and team members.
- A customer-oriented mindset, demonstrating empathy and a genuine passion for helping others achieve peace of mind through insurance solutions.
- Sales-driven orientation with the ability to recognize and pursue opportunities to enhance client coverage and agency growth.
- Detail-oriented approach, with strong organizational skills and the ability to manage multiple client accounts efficiently.
- Must meet state insurance licensing requirements, or possess the willingness to obtain necessary licenses with agency support.
- Bilingual candidates are encouraged to apply, as the ability to serve a diverse client base is highly valued.
- Demonstrates a commitment to service excellence and the ability to build lasting client relationships.
- Enjoys working in a collaborative environment where teamwork and mutual support are prioritized.
- Possesses a proactive attitude toward personal and professional development, seeking out training and advancement opportunities.
- Exhibits flexibility and adaptability in a fast-paced, evolving industry.
- Values ethical conduct and compliance with all relevant insurance regulations and guidelines.
- The Insurance Customer Service Representative position offers a chance to contribute to the agency’s mission of helping clients protect what matters most and achieve their financial goals.
- By joining the team, you will have access to ongoing support, resources, and mentorship to help you succeed in your role and advance your insurance career.
- Working in the local area provides the unique opportunity to build strong connections with clients in your community while benefiting from the resources of a reputable agency.
- State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Take the next step in your career journey. If you are ready to combine service excellence with sales growth and become an essential part of a thriving insurance team, click the job application button to apply for the Insurance Customer Service Representative position today!