Insurance Customer Service Representative – P&C Licensed
Location: MORGAN HILL, CA
Job Type: fulltime
Company: Gabriela Ruvalcaba - State Farm Agency
Salary: $50000.0 - $75000.0 per year
Category: Insurance
Job Description Apply Now
Insurance Customer Service Representative – P&C Licensed
If you are an experienced and licensed insurance professional looking to advance your career, the opportunity as an Insurance Customer Service Representative – P&C Licensed may be the perfect fit for you. This full-time role is designed for a motivated individual with a Property and Casualty (P&C) insurance license, passionate about delivering exceptional customer service and contributing to the growth of a respected insurance agency. The position is based in Morgan Hill, CA, providing a dynamic and engaging work environment where your expertise and dedication will make a significant impact.
As an Insurance Customer Service Representative – P&C Licensed, you will be an integral part of a high-performing team, assisting clients by providing knowledgeable guidance, support, and service tailored to their insurance needs. Your primary objective will be to ensure every interaction with clients is positive, informative, and solution-oriented, reinforcing the agency’s commitment to customer satisfaction and retention.
This role requires an active Property and Casualty insurance license, and candidates must be able to work onsite at the agency’s Morgan Hill, CA location. The agency is committed to professional growth, offering valuable experience, potential for career advancement, and a supportive team atmosphere. Employees are encouraged to stay current with industry trends, product updates, and ongoing training to maintain licensing requirements and deliver best-in-class service.
In addition to your primary responsibilities, you will engage in value-based conversations with clients, fostering long-term relationships and identifying opportunities for additional coverage. A proactive, detail-oriented work ethic and the ability to multi-task in a fast-paced environment are essential. Strong communication skills, both written and verbal, are crucial for effectively educating customers on insurance options and ensuring clarity in all policy-related matters.
The agency offers a comprehensive benefits package, including hourly pay plus performance-based bonuses, paid time off, health, dental, and life insurance options, a retirement plan, and opportunities for team outings. Employees also benefit from a culture that values teamwork, initiative, and a commitment to quality service. The agency’s location in Morgan Hill, CA, offers a welcoming and vibrant community, making it an excellent place to grow your insurance career.
All candidates must be prepared to complete any required licensing and training programs. This position is with an independent contractor agent’s office, not directly with the insurance company, ensuring a close-knit, entrepreneurial work environment focused on professional development and client satisfaction. If you are dedicated to customer service, meet the licensing requirements, and are eager to join a driven team, apply today by clicking the job application button and take the next step in your insurance career.
Insurance Customer Service Representative – P&C Licensed Summary- Full-time, onsite customer service role in Morgan Hill, CA with a focus on Property and Casualty insurance.
- Join a high-performing team dedicated to delivering outstanding client experiences and supporting agency growth.
- Opportunities for career advancement, skill development, and professional growth in a supportive environment.
- Establish and maintain strong relationships with clients, providing prompt, accurate, and friendly service.
- Respond to client inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Educate clients on insurance options through a customer-focused, needs-based approach.
- Maintain a high level of professionalism and commitment to quality in all interactions.
- Provide timely and thorough reports and updates to the agent.
- Stay current with product changes, licensing requirements, and technical developments through ongoing education.
- Competitive hourly pay with bonus potential based on performance.
- PTO (vacation, personal/sick days) offered for work-life balance.
- Comprehensive health, dental, and life insurance options available.
- Retirement plan to support your long-term financial goals.
- Team outings and a collaborative culture to foster positive workplace relationships.
- Valuable professional experience and clear opportunities for advancement within the agency.
- Active Property and Casualty insurance license (required).
- Ability and willingness to obtain a Life and Health insurance license as needed.
- Strong written, verbal, and listening communication skills.
- Excellent interpersonal and organizational abilities.
- Self-motivated, detail-oriented, and proactive in problem-solving.
- Dedication to high-quality customer service and strong work ethic.
- Ability to learn and use computer functions efficiently.
- Comfortable working in a team environment and capable of managing multiple tasks simultaneously.
- Licensed in Property and Casualty insurance and ready for a client-facing, full-time role.
- Demonstrates initiative, professionalism, and a solution-oriented mindset.
- Thrives in a team setting and is dedicated to delivering top-tier customer experiences.
- Detail-oriented with a passion for accuracy and timely completion of work.
- Open to continued learning and industry development.
- This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
- Employees of State Farm agents must complete any applicable licensing requirements and training programs.
- State Farm agents are independent contractors who hire their own employees; employees are not employees of State Farm.
- The agency fosters a welcoming, inclusive, and growth-oriented culture in Morgan Hill, CA.
If you are ready to take your insurance career to the next level and contribute to a thriving agency, we encourage you to apply now by clicking the job application button. Join a dedicated team and make a positive impact through exceptional client service!