Insurance Customer Service Representative
Location: Santa Clara, CA
Job Type: fulltime
Company: Jonathan Barron - State Farm Agency
Salary: $33000.0 - $60000.0 per year
Category: Insurance
Job Description Apply Now
Position Overview
We are seeking a dedicated and driven Insurance Customer Service Representative to join a State Farm Agent's team. This is an excellent opportunity for a motivated individual who thrives in a dynamic environment and is passionate about delivering outstanding customer experiences. As an Insurance Customer Service Representative, you will play a crucial role in building strong client relationships and supporting the agency’s operations to ensure clients receive remarkable service and expert guidance on insurance products.
Working as an Insurance Customer Service Representative provides you with the chance to help customers protect what matters most while advancing your own professional skills in a rewarding and supportive work atmosphere. You will collaborate closely with the agent and other team members, leveraging your communication abilities and insurance knowledge to ensure every client interaction is positive, informative, and solution-oriented. This role offers not only valuable experience within the insurance industry but also opportunities for personal and career growth.
As an Insurance Customer Service Representative, you will engage with clients through a customer-focused approach, aiming to understand their individual needs and recommend appropriate insurance solutions. Your daily tasks will involve developing leads, scheduling appointments, providing education on various products, and maintaining accurate records. You will also be responsible for prompt and efficient responses to inquiries about insurance plans, policy changes, claims, and billing questions. Bringing a strong work ethic and attention to detail is essential, as you will be expected to manage multiple priorities while maintaining high standards of service and compliance.
Joining this team means becoming part of a mission-driven organization committed to supporting clients in achieving financial security and peace of mind. You will receive comprehensive training and ongoing support to stay current on product changes, technical developments, and licensing requirements. Success in this position requires self-motivation, organizational skills, and the ability to work collaboratively in a team environment. If you are proactive, detail-oriented, and dedicated to helping others, this role is an ideal fit for your career aspirations.
Take the next step in your career and apply today for the Insurance Customer Service Representative position. Click the application button below to submit your resume and begin your journey with a reputable insurance agency offering excellent growth potential and a positive, inclusive work environment.
Insurance Customer Service Representative - Summary- Support clients through value-based conversations and remarkable customer service
- Work collaboratively within an agency team to achieve business growth
- Deliver prompt, accurate, and friendly assistance to clients
- Engage in professional development and continuous learning
- Develop leads and schedule appointments
- Identify customer needs and recommend suitable insurance products and services
- Establish and nurture customer relationships, follow up as needed
- Respond to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
- Collaborate with the agent to meet marketing and sales goals
- Educate customers about insurance options through needs-based review processes
- Maintain accurate records and timely reports
- Stay current with product changes, licensing, and technical developments
- Maintain a strong work ethic and commitment to success
- Competitive hourly pay with commission and bonus opportunities
- Sick leave, paid vacation, and paid time off
- Comprehensive benefits package
- Valuable industry experience
- Growth potential and opportunities for advancement within the agency
- Property and Casualty License required
- Prior insurance experience preferred
- Excellent interpersonal, verbal, and written communication skills
- Strong organizational abilities and attention to detail
- Ability to work effectively in a team environment
- Proactive and self-motivated approach to problem-solving
- Ability to multi-task and prioritize duties
- Proficiency in using computers and agency management systems
- Commitment to providing outstanding customer service
- Willingness to participate in continuing education and maintain required licenses
- Bilingual in Spanish is a plus
- Energetic and motivated self-starter
- People-oriented with a passion for helping others
- Detail-oriented and committed to accuracy
- Comfortable working in a fast-paced and dynamic environment
- Dedicated to ongoing professional growth
- This position is with an independent contractor agent of State Farm, not with State Farm Insurance Companies.
- Selected candidate must successfully complete any applicable licensing and training requirements.
- Employees of State Farm agents are not employees of State Farm Insurance Companies.
- The agency values diversity and inclusion, providing a welcoming environment for all team members.
If you are motivated to succeed and can see yourself in this role, please submit your application today. We look forward to considering you for the Insurance Customer Service Representative position and contacting you regarding the next steps in our interview process.