Insurance Customer Service Representative (Licensed CSR)
Location: RIVERSIDE, CA
Job Type: fulltime
Company: Daniel Covarrubias - Farmers Insurance
Salary: $60000.0 - $100000.0 per year
Category: Insurance
Job Description Apply Now
The role of an Insurance Customer Service Representative (Licensed CSR) is essential within any dynamic insurance agency. As a key point of contact for both new and existing clients, the Insurance Customer Service Representative (Licensed CSR) ensures that every interaction reflects the agency’s commitment to exceptional client service and professional support. This full-time position is designed for individuals who are passionate about serving others, possess a strong work ethic, and are eager to grow their career in the insurance industry. As the agency continues to expand, the Insurance Customer Service Representative (Licensed CSR) plays a crucial role in supporting business growth, client retention, and regulatory compliance.
Insurance Customer Service Representatives (Licensed CSR) are primarily responsible for providing outstanding customer service, processing policy change requests, maintaining up-to-date knowledge of insurance products, and answering all client inquiries with accuracy and care. The Insurance Customer Service Representative (Licensed CSR) also actively pursues opportunities to cross-sell and up-sell additional products, helping clients secure the coverage that best suits their needs. Candidates with an active Property and Casualty insurance license are preferred, as this certification signifies readiness to advise clients on a wide range of insurance solutions. However, those without experience in the insurance industry are encouraged to apply, provided they are motivated and willing to learn.
In this role, the Insurance Customer Service Representative (Licensed CSR) is responsible for achieving new business production goals and objectives as set by the agency leadership. Daily activities include soliciting new business through telephone outreach, networking, and leveraging various lead sources. The Insurance Customer Service Representative (Licensed CSR) will develop insurance quotes, make effective sales presentations, and close sales with professionalism and integrity. Building ongoing relationships with real estate agents, mortgage lenders, title companies, auto dealers, and other industry professionals is also a central aspect of the position. Each customer interaction is viewed as an opportunity to identify additional insurance needs, including financial products, and to provide tailored recommendations that enhance client satisfaction and agency growth.
Prospecting for new business is an ongoing responsibility for the Insurance Customer Service Representative (Licensed CSR). This includes following up on referrals, engaging in networking activities, implementing marketing strategies, conducting cold-calls, and utilizing lead databases. The Insurance Customer Service Representative (Licensed CSR) must be adept at educating clients about different insurance policies, ensuring that clients fully understand their options and make informed decisions. Strong communication and interpersonal skills are essential, as well as the ability to navigate stressful or difficult situations with tact and professionalism. The ideal candidate is ambitious, goal-oriented, and willing to invest time in learning the nuances of the insurance industry to better serve clients and advance within the agency.
The Insurance Customer Service Representative (Licensed CSR) role offers a competitive compensation structure, including a base salary with commission opportunities. Additional incentives such as bonuses and the opportunity to take weekends and holidays off are available, supporting a healthy work-life balance. Comprehensive, hands-on training is provided, ensuring that every Insurance Customer Service Representative (Licensed CSR) is fully equipped to succeed. The agency fosters a professional work environment that values teamwork, continuous learning, and dedication to excellent client service. Employees are encouraged to grow their careers within the company, with advancement opportunities available for high performers.
By joining the agency as an Insurance Customer Service Representative (Licensed CSR), you will become part of a supportive team that values integrity, hard work, and a client-focused approach. The role is ideal for those who are passionate about helping others, driven by results, and eager to build long-term relationships within the insurance industry. If you are ready to take the next step in your professional journey, apply now by clicking the job application button. Your skills and dedication can make a real impact on the lives of clients and the success of the agency.
Insurance Customer Service Representative (Licensed CSR) - Summary- Full-time position focused on delivering exceptional client service in the insurance industry
- Ideal for individuals with a Property and Casualty insurance license or those willing to learn
- Central role in processing policy changes, answering client questions, and supporting agency growth
- Meet and exceed new business production goals as set by agency leadership
- Solicit new business through phone outreach, networking, and lead generation
- Develop accurate insurance quotes, make sales presentations, and close sales
- Build and maintain relationships with industry professionals such as real estate agents and auto dealers
- Identify cross-selling and up-selling opportunities for additional insurance and financial products
- Prospect for new business using referrals, marketing efforts, cold-calling, and lead databases
- Educate clients about insurance policy options that best suit their needs
- Process policy change requests and provide ongoing client support
- Competitive base salary with commission structure
- Bonus opportunities for exceptional performance
- Weekends and holidays off to support work-life balance
- Hands-on training provided for all new hires
- Professional and supportive work environment
- Active Property and Casualty insurance license preferred, but not required
- Strong work ethic and leadership skills
- Ambitious, driven, and goal-oriented
- Ability to manage stressful or complex situations with professionalism
- Sales experience preferred, but a willingness to learn is essential
- Excellent communicator with a passion for helping others
- Motivated to achieve personal and agency goals
- Ready to build long-term client relationships
- Flexible and adaptable to changing industry requirements
- Open to training and ongoing professional development
- Opportunity for career advancement within a growing insurance agency
- Supportive team environment encourages learning and collaboration
- Competitive compensation and comprehensive training are provided
- Apply today to become an Insurance Customer Service Representative (Licensed CSR) and make a meaningful impact in the insurance industry