Insurance Customer Service Representative (CSR)
Location: SAN BERNARDINO, CA
Job Type: fulltime
Company: Daniel Covarrubias - Farmers Insurance
Salary: $60000.0 - $80000.0 per year
Category: Insurance
Job Description Apply Now
The role of an Insurance Customer Service Representative (CSR) is a vital position within the insurance industry, offering both customer care and sales expertise. As an Insurance Customer Service Representative (CSR), you will play a pivotal part in supporting both current clients and new prospects, ensuring every interaction is handled with professionalism, accuracy, and a customer-first attitude. This full-time opportunity is ideal for individuals who are passionate about helping people protect their assets and who enjoy working in a dynamic and collaborative environment.
As an Insurance Customer Service Representative (CSR), you will manage a wide variety of client needs, ranging from answering policy questions to processing change requests and providing quotes for insurance products. This role will require you to build lasting relationships with clients, helping them navigate their insurance options and ensuring their coverage meets their evolving needs. The position also involves developing new business through networking, referrals, and proactive outreach, making it an excellent fit for driven professionals who are eager to grow their careers in the insurance sector.
For those considering a career as an Insurance Customer Service Representative (CSR), holding an active Property and Casualty insurance license is preferred, but not mandatory. The company values a willingness to learn, strong communication abilities, and a commitment to delivering superior customer service. Candidates with a sales background may find the transition into this position especially smooth, although all applicants will receive comprehensive, hands-on training to ensure their success.
This Insurance Customer Service Representative (CSR) position offers a supportive work environment, structured training, and opportunities for career advancement. If you are looking to join a professional team that values integrity and client satisfaction, this could be the perfect role for you. Apply today by clicking the job application button and take the next step in your insurance career.
Insurance Customer Service Representative (CSR) - Summary- Serve as the first point of contact for insurance clients, providing knowledgeable and friendly support.
- Assist with a variety of policy needs, including change requests, coverage questions, and claims guidance.
- Develop and maintain client relationships through outstanding customer service and proactive outreach.
- Drive new business by generating leads, networking, and making sales presentations.
- Engage in ongoing training to stay current on products and industry standards.
- Meet established business production goals and objectives as set by the management team.
- Solicit new business through telephone outreach, networking events, referrals, and other lead sources.
- Develop accurate insurance quotes, present options to clients, and close sales.
- Build and nurture professional relationships with industry partners, including real estate agents, mortgage lenders, title companies, and auto dealers.
- Identify cross-sell and up-sell opportunities during every client interaction, including financial products.
- Proactively prospect for new business by following up on leads from referrals, cold-calling, and marketing initiatives.
- Educate clients on the insurance products that best meet their unique needs and circumstances.
- Competitive base salary with commission opportunities for achieving sales targets.
- Bonus opportunities for exceptional performance and goal attainment.
- Weekends and holidays off, supporting a healthy work-life balance.
- Comprehensive, hands-on training to help you excel in your role.
- Professional and collaborative work environment where your contributions are valued.
- Preferred: Active Property and Casualty insurance license (not required to apply, but advantageous).
- Strong work ethic, integrity, and a commitment to personal and professional growth.
- Demonstrated leadership skills and the ability to work well independently or as part of a team.
- Goal-oriented mindset with a drive to meet and exceed production objectives.
- Excellent communication and interpersonal skills, with the ability to handle challenging situations tactfully.
- Interest in a sales-centric career; previous sales experience is a plus but not required.
- Willingness to learn and adapt to new procedures, products, and industry regulations.
- Enthusiastic about customer service and insurance sales.
- Natural relationship-builder who enjoys networking and connecting with people.
- Motivated by results and eager to achieve both personal and team goals.
- Quick learner who embraces ongoing training and professional development.
- Reliable, detail-oriented, and able to manage multiple tasks efficiently in a fast-paced setting.
- The Insurance Customer Service Representative (CSR) role offers a dynamic career path within the insurance industry, with ample opportunities for growth and advancement.
- Comprehensive support and training ensure that both licensed and unlicensed candidates can succeed in the position.
- Applicants from all backgrounds are encouraged to apply, as the company is committed to fostering a diverse and inclusive workplace.
- If you are ready to take on a fulfilling role as an Insurance Customer Service Representative (CSR), please click the job application button to start your application today.