Insurance Customer Service Representative (Licensed CSR)
Location: Corona, 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 Insurance Customer Service Representative (Licensed CSR) is a crucial position within the insurance industry, designed for individuals looking to support both new and existing clients with their insurance needs. This full-time opportunity is ideal for those who thrive in a fast-paced, client-focused environment. As a Insurance Customer Service Representative (Licensed CSR), you will be empowered to provide exceptional service, build lasting relationships, and contribute to the overall success of the agency. This position is well-suited for those who possess a passion for helping others and who are motivated by achieving goals in the insurance sales and service sector.
As a Insurance Customer Service Representative (Licensed CSR), your core focus will be on delivering outstanding service to clients by responding to inquiries, processing policy changes, and offering personalized insurance solutions tailored to meet client needs. This position offers a unique blend of customer service and sales responsibilities, providing you with the chance to utilize your communication skills and insurance knowledge to make a positive impact on customers and the agency as a whole.
In this role, you will handle a variety of tasks, from providing coverage explanations and processing policy change requests to proactively reaching out to new business prospects and cross-selling additional products. You will also develop strong networking relationships with industry professionals such as real estate agents, mortgage lenders, title companies, and auto dealers, allowing you to grow your professional network and expand your knowledge of the insurance marketplace. Your ability to educate clients on the insurance policies that best suit their needs will be instrumental in fostering trust and loyalty.
Although prior insurance industry experience is not required, having an active Property and Casualty insurance license is preferred and will enable you to hit the ground running. Those who are new to the industry but are willing to learn will benefit from comprehensive hands-on training, supportive leadership, and a collaborative team environment. The Insurance Customer Service Representative (Licensed CSR) position is designed for individuals who are driven, possess a strong work ethic, and are committed to achieving production and service goals.
The agency values the contributions of its team members and offers a professional work environment, competitive compensation structure, and opportunities for personal and professional growth. If you are interested in developing your career in the insurance industry while making a difference in the lives of clients, this is an excellent opportunity to join a dynamic team recognized for its dedication to client satisfaction and ethical standards.
If you are passionate about delivering outstanding customer service, achieving sales objectives, and growing your career within a reputable insurance agency, we encourage you to apply for the Insurance Customer Service Representative (Licensed CSR) position by clicking the job application button.
Insurance Customer Service Representative (Licensed CSR) - Summary- Full-time position focused on providing superior customer service and supporting insurance sales functions.
- Ideal for candidates with a Property and Casualty insurance license, but open to those willing to learn.
- Blend of service, sales, and administrative responsibilities within a professional team environment.
- Meet established new business production goals and objectives.
- Solicit new business through telephone outreach, networking, and other lead sources.
- Develop insurance quotes, make sales presentations, and close sales with prospective clients.
- Maintain ongoing networking relationships with industry professionals such as real estate agents, mortgage lenders, and auto dealers.
- Identify cross-sell and up-sell opportunities during every customer interaction, including financial products.
- Follow up on leads generated from referrals, marketing, cold-calling, and lead databases.
- Educate clients on insurance policies tailored to their unique needs.
- Process policy change requests and address client questions promptly and professionally.
- Base salary plus commission opportunities.
- Bonus incentives for meeting or exceeding performance targets.
- Weekends and holidays off for a healthy work-life balance.
- Comprehensive hands-on training provided for all new team members.
- Collaborative, professional work environment with ongoing support and development.
- Active Property and Casualty insurance license preferred.
- Strong work ethic, leadership skills, and a goal-oriented mindset.
- Ability to manage stressful and difficult situations tactfully.
- Interest in pursuing a sales career; prior sales experience is an advantage.
- Willingness to learn and adapt within the insurance industry.
- Demonstrates excellent communication and interpersonal skills.
- Self-motivated and able to work both independently and as part of a team.
- Brings a passion for customer service and helping others.
- Ready to build and maintain strong client relationships.
- Seeks a supportive environment with clear career advancement opportunities.
- This position is open to candidates looking for a rewarding career in the insurance sector.
- The agency is committed to equal employment opportunity and a diverse workplace.
- If you are looking to grow your skills and make an impact, apply for the Insurance Customer Service Representative (Licensed CSR) position today using the job application button.