Insurance Customer Service Representative
Location: Santa Clara, CA
Job Type: fulltime
Company: Jonathan Barron - State Farm Agency
Salary: $33000.0 - $55000.0 per year
Category: Insurance
Job Description Apply Now
Insurance Customer Service Representative
Position Overview
Join a dynamic insurance office as an Insurance Customer Service Representative and embark on a fulfilling career dedicated to delivering outstanding service to customers. As a valued member of the team, you will play a key role in supporting the growth and success of the business by engaging in meaningful conversations with clients, understanding their insurance needs, and providing tailored solutions to help protect what matters most to them.
This opportunity is ideal for individuals who are self-motivated and thrive in a fast-paced, team-oriented environment. As an Insurance Customer Service Representative, you will have the chance to develop vital professional skills, build long-term customer relationships, and contribute to the overall mission of delivering remarkable customer experiences. The position also offers significant growth potential and the opportunity to advance your career within the organization.
In this full-time role, you will be responsible for a blend of client service, sales support, and administrative tasks. You will work closely with the agency’s leadership and other team members to ensure clients receive prompt, accurate, and courteous assistance. The work environment encourages continuous learning, professional development, and a collaborative approach to achieving individual and team goals.
Experience the benefits of working in an area recognized for its vibrant community and business-friendly atmosphere. Take the next step in your career and become an integral part of a team committed to excellence in insurance services. Apply now by clicking the job application button to start your journey with a trusted insurance agency.
Insurance Customer Service Representative - Summary- Serve as a primary point of contact for insurance clients, supporting them through policy selection, changes, and claims processes
- Engage in proactive outreach to develop leads, schedule appointments, and identify customer needs
- Work collaboratively with the agency team to deliver exceptional service and achieve marketing objectives
- Foster positive customer interactions and maintain a professional work ethic at all times
- Develop and maintain strong client relationships by providing outstanding customer service and support
- Assist clients with inquiries regarding insurance products, eligibility, coverage options, policy changes, billing clarification, and claims
- Effectively market insurance products and services that fit the needs of clients through value-based conversations
- Schedule and conduct client appointments, ensuring all customer needs are addressed
- Utilize a needs-based process to educate clients about available insurance options and recommend appropriate products
- Follow up with existing clients to ensure satisfaction and address any ongoing needs or questions
- Support the agency’s marketing efforts by helping establish and achieve sales goals
- Provide timely and thorough activity reports to the agency leadership
- Stay up to date on product changes, licensing requirements, and continuing education
- Competitive hourly wage with opportunities for commission and bonuses
- Comprehensive benefits package including paid vacation, paid time off, and sick leave
- Opportunities for professional development and advancement within the agency
- Valuable experience in an established insurance office setting
- Active Property and Casualty License
- Previous experience in insurance preferred
- Excellent interpersonal, written, and verbal communication skills
- Strong organizational skills and attention to detail
- Ability to work effectively both independently and as part of a team
- Self-motivated and proactive in problem-solving
- Proficiency with computer functions and willingness to learn new systems
- Commitment to providing exceptional customer service
- Ability to handle multiple tasks simultaneously and maintain accuracy
- Reporting and documentation skills
- Remaining current on ongoing education and industry developments
- Bilingual in Spanish is preferred but not required
- Energetic and enthusiastic about helping customers achieve peace of mind through quality insurance solutions
- Thrives in a fast-paced, customer-focused environment
- Demonstrates a strong sense of accountability and commitment to team success
- Detail-oriented and able to manage multiple tasks efficiently
- Values continuous learning and professional growth
- This position is offered by an independent contractor insurance agent and not by the parent insurance company
- Employment is contingent upon meeting all applicable licensing requirements and completing mandatory training programs
- All employees are expected to comply with agency standards and industry regulations
- Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status
If you are motivated to succeed and see yourself thriving as an Insurance Customer Service Representative, we encourage you to apply today by clicking the job application button. Take the next step toward a rewarding career in the insurance industry and help clients protect what matters most.
This position is with an independent contractor insurance agent, not with the parent insurance company. Employees of agents must be able to successfully complete any applicable licensing requirements and training programs. Agents are independent contractors who hire their own employees. Agent employees are not employees of the parent company.