Insurance Customer Service Representative
Location: SAN DIEGO, CA
Job Type: fulltime
Company: Lisa Keith - State Farm Agency
Salary: $50000.0 - $55000.0 per year
Category: Financial Services
Job Description Apply Now
Insurance Customer Service Representative Job OverviewWe are seeking an Insurance Customer Service Representative to join a reputable State Farm agency as a full-time team member in San Diego, CA. This position is ideal for individuals with a strong background in customer service and sales, particularly those who are motivated to help clients protect what matters most through value-based conversations and exceptional service. As an Insurance Customer Service Representative, you will play a critical role in supporting clients, fostering growth, and maintaining the high standards of the agency. The San Diego, CA area offers a vibrant professional environment, making it a great place to advance your career in the insurance industry.
Key Responsibilities- Establish and maintain strong customer relationships through ongoing communication and support.
- Deliver prompt, accurate, and friendly customer service to all clients, ensuring a positive experience with every interaction.
- Utilize a customer-focused, needs-based approach to educate clients about available insurance options, including property and casualty policies.
- Follow up with customers as necessary to address their needs and resolve any issues efficiently and professionally.
- Identify and develop new service opportunities with both existing and prospective clients, contributing to the agency’s growth objectives.
- Participate in training and development opportunities to stay current with product updates, technical advancements, and regulatory requirements.
- Provide timely and thorough activity reports to the agent, ensuring transparency and accountability in daily operations.
- Handle sensitive and confidential information with discretion and professionalism.
- Collaborate effectively with team members, demonstrating strong organizational and interpersonal skills in a dynamic office environment.
- Minimum of 10 years combined experience in customer service and sales (required).
- Ability to obtain a Property & Casualty insurance license within 30 days of hire (required).
- Ability to obtain a Life and Health insurance license within 30 days of hire (required).
- Excellent written, verbal, and listening communication skills.
- Strong interpersonal abilities and a people-oriented approach.
- Demonstrated organizational skills and attention to detail.
- Self-motivated, proactive, and dedicated to providing outstanding customer service.
- Ability to learn and utilize computer systems efficiently.
- Strong work ethic and commitment to accuracy and timely completion of tasks.
- Capacity to work effectively in a team environment and handle multiple responsibilities simultaneously.
- Willingness to stay current on product changes, licensing, and ongoing education requirements.
- Ability to commute to the San Diego, CA office location as required.
This position is full-time and offers an hourly base pay, performance-based bonuses, a retirement/Simple IRA plan, possible license reimbursement, paid time off (including personal, sick, and vacation days), as well as training and development opportunities. Selected candidates must successfully complete all applicable licensing requirements and training programs.
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.