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Insurance Customer Service Representative (Licensed)
Location: DENVER, CO
Job Type: fulltime
Company: Don Middleton - State Farm Agency
Salary: $45000.0 - $65000.0 per year
Category: Customer Service
The role of an Insurance Customer Service Representative (Licensed) is a vital part of any insurance agency seeking to deliver exceptional customer experiences and drive business growth. As an Insurance Customer Service Representative (Licensed), you play a crucial part in supporting clients’ needs, ensuring that customers receive comprehensive, accurate, and timely information about their insurance policies. This position is designed for motivated professionals who hold active Property and Casualty insurance licenses, as well as, ideally, Life and Health licenses. Employment in this role provides an opportunity to work with a respected insurance agency where your expertise and commitment to service will be highly valued.
As a member of the team, you will engage daily with clients to build lasting relationships, address inquiries, and guide customers through a variety of insurance options. The Insurance Customer Service Representative (Licensed) position is perfect for energetic, detail-oriented individuals who thrive on delivering value-based conversations and fostering a remarkable customer experience. The agency environment encourages professional growth and rewards success, providing a supportive workplace where your contributions make a real difference.
Employment as an Insurance Customer Service Representative (Licensed) requires you to demonstrate a strong work ethic, be committed to ongoing learning, and possess a dedication to customer satisfaction. With a focus on continuous improvement, you will remain current on product changes, technical developments, and licensing requirements, ensuring you are always equipped to best serve clients. If you are passionate about helping people, excel at multitasking, and take pride in your organizational skills, this is an excellent opportunity to advance your insurance career.
Insurance Customer Service Representative (Licensed) - Summary
- Serve as the first point of contact for clients seeking assistance with their insurance needs.
- Utilize your active Property and Casualty license (and Life and Health license if applicable) to provide accurate policy information.
- Engage in value-based conversations to educate clients on available insurance products.
- Support agency goals by delivering remarkable customer service and building strong relationships.
Duties & Responsibilities
- Establish and maintain positive customer relationships, following up as necessary to ensure satisfaction and retention.
- Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, policy coverages, changes, transfers, claims, and billing clarifications.
- Utilize a client-focused, needs-based review process to educate customers about their insurance options and recommend suitable solutions.
- Demonstrate a strong commitment to daily success and uphold the agency’s standards for client care and operational excellence.
- Coordinate with the agency team to ensure seamless client service and contribute to overall business growth.
- Remain up-to-date on product changes, licensing requirements, technical advancements, and ongoing education.
- Prepare and submit timely activity reports to agency management as required.
- Proactively identify opportunities to improve processes and enhance the client experience.
Salary & Benefits
- Competitive base pay with potential for bonuses based on performance and licensing.
- PTO including vacation, sick, and personal days to support work-life balance.
- Comprehensive health, dental, and vision insurance options.
- Retirement plan to help you plan for the future.
- Potential for additional bonuses if you possess multiple active licenses (Property & Casualty, Life, and Health).
- Opportunities to participate in virtual team days when goals are met.
- Valuable, hands-on experience in a reputable insurance agency.
- Significant growth potential with opportunities for advancement within the agency.
Qualifications & Requirements
- Active Property and Casualty license is required for all applicants.
- Active Life and Health license is highly preferred for enhanced earning opportunities.
- Excellent communication skills, both written and verbal, with strong listening abilities.
- Exceptional interpersonal skills and a people-oriented approach to customer service.
- Strong organizational skills with the ability to multi-task and handle competing priorities.
- Self-motivated, detail-oriented, and proactive in addressing and resolving client issues.
- Ability to work effectively both independently and as part of a dynamic team.
- Demonstrated pride in delivering accurate, timely work and providing thorough activity reports.
- Commitment to staying current on product updates, industry trends, and continuing education.
- Proficiency in learning and using computer functions and agency management systems.
Ideal Candidate Snapshot
- Possesses active Property and Casualty license; Life and Health license is a plus.
- Driven by a passion for customer service and helping clients find the best insurance solutions.
- Thrives in a fast-paced, team-oriented environment.
- Demonstrates a strong commitment to continuous improvement and professional development.
- Is detail-oriented, organized, and able to balance multiple tasks efficiently.
- Seeks long-term career growth and advancement opportunities in the insurance industry.
Other Relevant Information
- This position is with an independent contractor agent, not with the insurance company directly. Employees must meet all licensing and training requirements.
- Employment offers valuable experience and the opportunity to contribute to a growing agency.
- Applicants are encouraged to apply if motivated to succeed and eager to deliver outstanding customer service.
- Click the application button to take the next step in exploring this rewarding opportunity as an Insurance Customer Service Representative (Licensed).
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.