Insurance Customer Service Representative
Location: BOCA RATON, FL
Job Type: fulltime
Company: Bob Wylin - State Farm Agency
Salary: $37440.0 - $41600.0 per year
Category: Customer Service
Job Description Apply Now
Insurance Customer Service RepresentativeThe Insurance Customer Service Representative position is an important client-facing role within a leading insurance agency. As an Insurance Customer Service Representative, you will play a key part in supporting policyholders, handling billing and retention tasks, and ensuring a high level of customer satisfaction in a full-time capacity. This opportunity offers a dynamic environment for individuals who are detail-oriented, organized, and eager to contribute to a successful insurance team.
Responsibilities- Warmly greet clients, answer phone calls, respond to emails, and address client inquiries promptly and professionally.
- Coordinate schedules, book appointments for agents and clients, and manage office supplies to ensure smooth daily operations.
- Prepare and process insurance forms, maintain accurate client files, and ensure all paperwork is completed and filed according to company guidelines.
- Enter and update client information in the agency management system, keeping records current and organized.
- Handle billing inquiries, process payments, and follow up on overdue accounts to support client retention and satisfaction.
- Serve as a liaison between clients and agents, facilitating clear and effective communication regarding policies, claims, and other matters.
- Support the organization of marketing events, assist with preparing promotional materials, and manage social media accounts to enhance agency outreach.
- Provide preliminary guidance to clients during the claims process, ensuring proper documentation and timely communication with claims adjusters.
- Ability to obtain the FL 4-40 Customer Representative License (or applicable state license as required).
- Previous experience in insurance (such as working with State Farm) is preferred but not required.
- Prior administrative or customer service experience, ideally within insurance or financial services, is beneficial.
- Proficiency in Microsoft Office Suite and familiarity with agency management software is expected.
- Excellent verbal and written communication skills are necessary for effective client interactions.
- Strong organizational skills, with the ability to multitask and prioritize assignments efficiently in a fast-paced environment.
- A friendly and professional demeanor, with a strong commitment to customer satisfaction and service excellence.
- High level of accuracy in data entry and document preparation.
- Ability to work independently, address client concerns, and find effective resolutions to issues as they arise.
- Performance-based monthly bonuses for achieving and exceeding goals.
- Opportunities for advancement and career growth within the agency.
- Paid time off for work-life balance.
- Health insurance coverage options.
- Retirement plan to support your future.
- Comprehensive training and professional development opportunities.
Joining as an Insurance Customer Service Representative provides the chance to be part of a dedicated team serving the insurance needs of clients. If you are motivated to succeed, organized, and committed to excellent customer service, this full-time position offers a pathway to advance your career within the insurance industry.
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.