Insurance Customer Service Representative
Location: MORRISTOWN, NJ
Job Type: fulltime
Company: STATE FARM - TROY EVANS AGENCY
Salary: $35000.0 - $60000.0 per year
Category: Customer Service
Job Description Apply Now
The Insurance Customer Service Representative plays a pivotal role in ensuring client satisfaction and supporting the growth of the agency by assisting with the marketing and servicing of insurance products. In this full-time position, you will work within a dynamic and supportive team environment, focusing on delivering top-notch customer service while promoting a diverse portfolio of insurance and financial products. As an Insurance Customer Service Representative, you will have the opportunity to build lasting relationships with clients, develop your professional skills, and play a key part in the agency’s ongoing success. This is an excellent opportunity for individuals seeking a career in the insurance industry where customer focus, attention to detail, and proactive service are highly valued.
As an Insurance Customer Service Representative, you will be responsible for engaging with policyholders, assisting with policy changes, and guiding clients through insurance options. Your ability to understand and explain product features, calculate premiums, and stay current on industry updates will ensure that each customer receives the highest level of support and expertise. You will also be expected to comply with all licensing requirements and maintain up-to-date knowledge through ongoing training and development programs.
The Insurance Customer Service Representative role is ideal for individuals who possess strong communication skills, a passion for helping others, and the drive to succeed in a fast-paced environment. If you are a service-oriented professional looking to advance your career in the insurance sector, this position offers a rewarding path with opportunities for professional growth and skill development. Working as an Insurance Customer Service Representative provides exposure to a variety of tasks, from processing policy paperwork and payments to collaborating with team members and attending training sessions designed to sharpen your expertise.
Clients consistently rely on Insurance Customer Service Representatives to provide timely, accurate, and insightful assistance. This includes explaining payment methods, guiding clients through application forms, and addressing inquiries related to policy features, benefits, and coverage. The role also involves maintaining accurate records, updating client information, and ensuring compliance with regulatory requirements. You will help facilitate smooth sales processes, submit documentation to underwriters, and participate in developing marketing plans to attract new customers.
To excel in this position, Insurance Customer Service Representatives should have experience with computer applications, especially Windows-based software, and be comfortable learning new platforms. A background in customer service or marketing, as well as knowledge of auto insurance products, is highly desirable. Bilingual skills, particularly in Spanish, are preferred and can be a valuable asset in serving a diverse client base. Insurance licensing and US Bank certification are required, and ongoing education is essential to remain current with product offerings and compliance standards.
The Insurance Customer Service Representative position offers a chance to work in a professional setting where teamwork, initiative, and adaptability are appreciated. The agency supports employee development through regular training sessions, webinars, and seminars, ensuring that staff members are well-equipped to provide the best possible service. If you are seeking a role where your skills and dedication can make a real impact, consider applying for the Insurance Customer Service Representative position today. Click the job application button to take the next step in your insurance career.
Insurance Customer Service Representative - Summary- Supports the agency’s marketing and service of insurance and financial products
- Acts as a key point of contact for clients, providing information and assistance
- Maintains compliance with all licensing and regulatory requirements
- Participates in ongoing training and professional development
- Assist clients in understanding insurance products and coverage options
- Calculate premiums, applicable discounts, and payments for products and services
- Prepare and process forms, applications, agreements, and sales-related paperwork
- Submit forms to underwriters and ensure policy requirements are fulfilled
- Explain payment methods and assist with payment processing
- Update policy changes and maintain accurate client records in databases
- Engage clients in a professional manner to build rapport and trust
- Attend training sessions and participate in team meetings
- Assist in developing and executing marketing plans
- Contact prospects and current policyholders to schedule appointments
- Facilitate product presentations and conduct needs-based marketing interviews
- Provide prompt, professional customer service and handle inquiries
- Handle multiple tasks with attention to detail and strong organizational skills
- May require irregular hours and occasional travel to client locations
- Competitive compensation based on experience and qualifications
- Potential for performance-based incentives
- Opportunities for professional development and advancement
- Access to ongoing training and licensing support
- Supportive team environment
- Experience with computer applications, especially Windows-based programs
- Background in customer service or marketing preferred
- Knowledge of auto insurance products is a plus
- Ability to obtain and maintain insurance licensing and US Bank certification
- Strong communication, listening, and problem-solving skills
- Ability to adapt to changing environments and market conditions
- Bilingual (Spanish) skills preferred
- Commitment to ongoing professional education and compliance
- Customer-focused and service-oriented
- Proactive, self-motivated, and able to work independently and as part of a team
- Excellent attention to detail and organizational capability
- Effective multitasker with positive attitude and stress tolerance
- Strong interpersonal skills and ability to build professional relationships
- Committed to continuous learning and professional growth
- May involve irregular hours and occasional travel to client or other agency locations
- Role requires compliance with state, federal, and agency-specific training and licensing
- Inclusive and supportive work culture
- Applicants are encouraged to apply by clicking the job application button to take the next step in their insurance career