Insurance Customer Service Representative
Location: BURLESON, TX
Job Type: fulltime
Company: Scott Custead - State Farm Agency
Salary: $36000.0 - $75000.0 per year
Category: Insurance
Job Description Apply Now
The Insurance Customer Service Representative (CSR) plays a pivotal role in delivering exceptional support and guidance to clients of an established insurance agency. As an Insurance Customer Service Representative, you will be the first point of contact for policyholders, assisting with inquiries, policy changes, claims, and billing questions while ensuring a positive and professional customer experience. This full-time position offers the opportunity to develop valuable insurance industry insight and build lasting client relationships in a customer-focused environment.
Working as an Insurance Customer Service Representative, you will utilize your communication skills, attention to detail, and problem-solving abilities to address a variety of customer needs. Your role will center on fostering strong client relationships, providing prompt responses to questions, and educating clients on insurance products and services. As part of a reputable agency, you will have the opportunity to grow professionally and make a meaningful impact on the customer experience.
The agency is committed to providing high-quality insurance services and values team members who are proactive, self-motivated, and dedicated to continuous learning. The Insurance Customer Service Representative position is ideal for individuals who thrive in a collaborative work environment, have a genuine interest in helping others, and are motivated by the potential for advancement within the agency. By joining this team, you will benefit from supportive leadership, comprehensive training, and a clear path for career growth in the insurance sector.
As an Insurance Customer Service Representative, your core responsibilities include maintaining accurate policy records, handling policyholder inquiries, and supporting customers through the claims and billing process. You will use needs-based review processes to identify coverage gaps, recommend suitable insurance options, and ensure clients fully understand their policies. Your ability to establish trust and build rapport will enhance customer retention and improve overall satisfaction. This position requires strong organizational skills, a keen attention to detail, and the capacity to multitask in a fast-paced office setting.
To succeed as an Insurance Customer Service Representative, you must be comfortable working with confidential information, possess excellent written and verbal communication skills, and demonstrate a proactive approach to problem-solving. Prior experience in sales or customer service is preferred, but not required. Candidates must be able to obtain the necessary insurance licenses, including Property & Casualty and Life & Health, as part of the onboarding process. The agency provides support and resources to help new team members achieve these licensing requirements.
In return for your commitment and expertise as an Insurance Customer Service Representative, the agency offers a competitive compensation package, including base pay plus commission or bonuses, paid time off, and opportunities for career advancement. Team members are encouraged to pursue professional growth and take on new challenges within the organization. The agency fosters an inclusive and supportive workplace culture where every employee is valued and respected.
The Insurance Customer Service Representative position offers a rewarding opportunity to make a difference in the lives of clients while developing valuable industry skills. If you are motivated, detail-oriented, and ready to contribute to a dynamic team, we invite you to apply for this role. Click the job application button to take the next step in your insurance career!
Insurance Customer Service Representative - Summary- Serve as the primary point of contact for insurance policyholders
- Deliver exceptional customer service and support
- Assist with policy inquiries, changes, claims, and billing
- Educate clients on insurance products and coverage options
- Contribute to a positive and collaborative team environment
- Establish and maintain strong customer relationships
- Follow up with clients as needed to ensure satisfaction
- Respond promptly to questions regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing
- Utilize a needs-based process to identify and recommend insurance solutions
- Maintain accurate records and documentation
- Support agency goals and contribute to team success
- Competitive base pay plus commission or bonus opportunities
- PTO including vacation and personal/sick days
- Valuable hands-on experience in the insurance industry
- Growth potential and clear advancement paths within the agency
- Sales or customer service experience preferred (retail, inside sales, telemarketing, etc.)
- Excellent communication skills—verbal, written, and listening
- Self-motivated and detail-oriented
- Proactive in problem-solving and able to work effectively in a team setting
- Ability to assess customer needs and conduct effective interviews
- Ability to relate well to customers and build rapport
- Property & Casualty license (or ability to obtain)
- Life & Health license (or ability to obtain)
- Possesses a customer-focused mindset and a passion for service
- Adaptable to changing priorities and able to manage multiple tasks
- Keen attention to detail and organizational skills
- Seeks ongoing professional development and advancement
- Embraces teamwork and values a collaborative environment
- This position is with an independent contractor agent, not with the insurance company directly
- Employees must complete required licensing and training programs
- All hiring decisions are made by the independent agency
- Equal Opportunity Employer: Committed to diversity and inclusion in the workplace
If you are ready to make a positive impact as an Insurance Customer Service Representative and advance your career in the insurance industry, click the apply button to submit your application today!