Insurance Customer Service Representative (Licensed CSR)
Location: PALM SPRINGS, 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 Insurance Customer Service Representative (Licensed CSR) offers a dynamic opportunity for individuals passionate about providing high-quality service within the insurance sector. As a vital member of a growing insurance team, the Insurance Customer Service Representative (Licensed CSR) is responsible for supporting both existing clients and new prospects by delivering tailored policy information, processing policy changes, and ensuring a smooth, positive client experience. This full-time position is ideal for individuals eager to develop their skills in the insurance field, contribute to business growth, and advance their professional journey in a collaborative environment.
The Insurance Customer Service Representative (Licensed CSR) plays a crucial role in supporting business objectives by meeting production goals, generating new business, and maintaining strong networking relationships with other professionals, such as real estate agents and mortgage lenders. This position involves working directly with clients to identify their insurance needs, educate them on available products, and develop comprehensive quotes to ensure their coverage aligns with their unique circumstances. The Insurance Customer Service Representative (Licensed CSR) is also responsible for cross-selling and up-selling additional products, including financial offerings, to maximize value for each client interaction.
To excel as an Insurance Customer Service Representative (Licensed CSR), candidates should possess a strong work ethic, leadership abilities, and a customer-focused attitude. While previous experience in the insurance industry is not required, having an active Property and Casualty insurance license is preferred, as it enables the individual to relate to clients more effectively and fulfill state licensing requirements for insurance sales and servicing. Candidates who are driven, goal-oriented, and willing to learn will find this role particularly rewarding, especially if they are interested in a sales-focused career path with long-term potential for advancement.
Working as an Insurance Customer Service Representative (Licensed CSR) provides numerous benefits, including a competitive base salary with commission opportunities, bonus incentives, and structured training to ensure a smooth onboarding process. Employees also enjoy weekends and holidays off, fostering work-life balance, and benefit from a professional work environment designed to support growth and success. This role offers a strong foundation for building a lasting career in insurance, with ample opportunities to develop new skills, earn industry certifications, and progress into advanced positions over time.
The Insurance Customer Service Representative (Licensed CSR) position is open to individuals from all backgrounds and levels of experience. The company is committed to maintaining an inclusive, equitable workplace that supports diversity in all forms. If you are ready to take the next step in your career and make a meaningful impact in the insurance industry, we encourage you to apply for the Insurance Customer Service Representative (Licensed CSR) role by clicking the job application button below.
Insurance Customer Service Representative (Licensed CSR) - Summary- Full-time position in a growing insurance office
- Focus on customer service, policy management, and sales support
- Opportunity to develop expertise in insurance products and client relations
- Meet and exceed business production goals and established objectives
- Solicit and generate new business through various channels, including phone calls, networking, and referrals
- Develop insurance quotes, deliver engaging sales presentations, and close sales with new and existing clients
- Build and maintain professional networking relationships with industry partners such as real estate agents, mortgage lenders, title companies, and auto dealers
- Identify cross-selling and up-selling opportunities for additional insurance and financial products during client interactions
- Follow up on sales leads generated from referrals, marketing campaigns, and lead databases
- Educate clients on insurance policies, helping them select coverage that best fits their needs
- Process policy change requests and provide ongoing client support
- Base salary with commission opportunities
- Bonus incentives based on performance
- Hands-on training and mentorship
- Professional work environment that encourages growth
- Weekends and holidays off to support work-life balance
- Active Property and Casualty insurance license preferred
- Strong work ethic and demonstrated leadership skills
- Driven, goal-oriented, and eager to learn
- Ability to handle stressful situations with professionalism and tact
- Interest in a sales-focused career; sales experience is a plus, but not required
- Willingness to pursue insurance industry knowledge and training
- Motivated self-starter with excellent communication skills
- Customer service-oriented mindset with attention to detail
- Adaptable and resilient in a fast-paced environment
- Team player who thrives in a collaborative setting
- Committed to delivering positive experiences for each client
- The company values diversity and is an Equal Opportunity Employer (EEO)
- Opportunities for career advancement and professional development are available
- Supportive leadership and team-focused work culture
Take the next step in your career as an Insurance Customer Service Representative (Licensed CSR). Click the job application button to apply and join a team dedicated to excellence in client service and professional growth.