Insurance Customer Service Representative (Licensed CSR, P&C)
Location: Sacramento, CA
Job Type: fulltime
Company: Farmers Insurance - Folsom
Salary: $48000.0 - $72000.0 per year
Category: Insurance
Job Description Apply Now
The Insurance Customer Service Representative (Licensed CSR, P&C) plays a vital role in supporting both new prospects and existing clients through exceptional service and product knowledge. As a full-time team member, you will be the first point of contact for current and potential policyholders, guiding them through insurance options, processing policy changes, and answering questions related to insurance policies. This pivotal position is designed for individuals who are passionate about helping others, enjoy problem-solving, and thrive in a dynamic, client-focused environment.
In this Insurance Customer Service Representative (Licensed CSR, P&C) role, you will be responsible for understanding and communicating the details of various insurance products, including property and casualty offerings. Your ability to build relationships, foster trust, and provide valuable support ensures clients have the right coverage for their needs. This position is ideal for those who excel at multitasking, can work efficiently under pressure, and are eager to expand their expertise within the insurance industry.
Working as an Insurance Customer Service Representative (Licensed CSR, P&C) offers a rewarding opportunity to develop your skills in a supportive and professional work environment. You will collaborate with colleagues, learn from hands-on training, and leverage your active Property and Casualty insurance license to deliver a high standard of service. While prior insurance experience is beneficial, the most important qualities are a strong work ethic, willingness to learn, and a commitment to achieving business goals.
This role provides a clear pathway for career growth within the insurance sector. You will gain valuable experience in customer service, sales, and product education, all while working alongside a dedicated team. As you grow in your role, you will have the chance to expand your responsibilities and take on new challenges within the organization. The Insurance Customer Service Representative (Licensed CSR, P&C) position is your gateway to a fulfilling and dynamic career.
Insurance Customer Service Representative (Licensed CSR, P&C) - Summary- Full-time position focused on providing top-tier customer service to insurance clients.
- Requires an active Property and Casualty (P&C) insurance license.
- Ideal for professionals seeking growth in client relations and insurance product knowledge.
- Opportunities for advancement and skill development through on-the-job training.
- Deliver outstanding customer service to existing clients and new prospects.
- Process policy change requests efficiently and accurately.
- Maintain in-depth knowledge of insurance products and services, especially property and casualty.
- Meet and exceed new business production goals and objectives as established by the company.
- Solicit new business through telephone outreach, networking, referrals, and lead sources.
- Develop insurance quotes, present sales proposals, and close sales transactions.
- Build ongoing relationships with real estate agents, mortgage lenders, title companies, auto dealers, and other partners.
- Identify cross-sell and up-sell opportunities, including financial products, during client interactions.
- Educate clients on the insurance policies that best suit their needs and circumstances.
- Prospect for new business by leveraging sales leads generated from various marketing and networking activities.
- Base salary with performance-based commissions.
- Bonus opportunities for achieving and exceeding sales goals.
- Weekends and holidays off, supporting work-life balance.
- Comprehensive hands-on training to help you succeed in your role.
- Professional, team-oriented work environment with supportive leadership.
- Active Property and Casualty (P&C) insurance license preferred.
- Strong work ethic and demonstrated leadership abilities.
- Driven, goal-oriented, and self-motivated with a passion for achieving results.
- Excellent interpersonal and communication skills, both verbal and written.
- Ability to handle stressful and complex situations with tact and professionalism.
- Interest in a sales career; prior sales experience is beneficial but not required.
- Willingness to learn and adapt to new processes and insurance industry standards.
- Possesses or is willing to obtain a Property and Casualty insurance license.
- Enjoys building relationships with clients and networking with industry professionals.
- Is proactive in identifying client needs and recommending appropriate insurance solutions.
- Thrives in a fast-paced environment and is comfortable with multitasking.
- Is committed to ongoing professional growth and learning in the insurance field.
- This Insurance Customer Service Representative (Licensed CSR, P&C) opportunity provides a clear pathway to career advancement within the insurance sector.
- Hands-on training is provided for all new hires to ensure success in the role.
- Employees benefit from a collaborative and inclusive workplace that values diversity and equal opportunity.
- Our company is committed to providing a positive and supportive work environment, with resources in place for ongoing learning and development.
If you are ready to take the next step in your insurance career, apply now for the Insurance Customer Service Representative (Licensed CSR, P&C) position by clicking the job application button. Seize this opportunity to join a respected team, grow your skills, and make a lasting impact on clients.