Insurance Customer Service Representative (P&C Licensed)
Location: WHITTIER, CA
Job Type: fulltime
Company: Faby Obispo - State Farm Agency
Salary: $45000.0 - $50000.0 per year
Category: Insurance
Job Description Apply Now
The Insurance Customer Service Representative (P&C Licensed) plays a vital role in supporting an independent insurance agency’s mission to deliver excellent client experiences and drive business growth. As a member of the agency’s dedicated team, you will leverage your Property and Casualty (P&C) insurance expertise to provide knowledgeable, responsive, and friendly support to policyholders. Your work ensures the agency’s clients fully understand their coverage options while receiving timely assistance with all aspects of their insurance needs. This full-time, in-office role offers an opportunity to develop valuable insurance industry skills and advance your career within a respected agency environment. If you possess an active Property and Casualty license, along with a Life and Health license, and are committed to exceptional service, you are encouraged to apply for the Insurance Customer Service Representative (P&C Licensed) position.
Working as an Insurance Customer Service Representative (P&C Licensed), you will act as a knowledgeable resource for customers, addressing inquiries related to policy availability, eligibility, coverage details, claims, billing, and changes. You will build and nurture lasting relationships with clients, following up on their needs and proactively educating them about suitable insurance options through needs-based conversations. This approach not only ensures customer satisfaction but also supports the agency’s growth objectives by helping clients select optimal coverage solutions.
Day-to-day, you will demonstrate a strong work ethic, a detail-oriented mindset, and a commitment to accuracy and timeliness. You will be expected to stay current on product changes, technical advancements, and industry best practices through ongoing education and training. As a key part of the agency team, you will collaborate effectively and contribute to a positive office environment while managing multiple priorities and maintaining a high level of organization. Your dedication to customer service will be essential in handling client concerns, resolving problems proactively, and providing clear and thorough communication at every step.
The agency values employees who are self-motivated, people-oriented, and thrive in a fast-paced insurance environment. In addition to a competitive salary, bonus opportunities, and comprehensive paid time off, the Insurance Customer Service Representative (P&C Licensed) position offers valuable experience and clear pathways for advancement within the agency. The agency is committed to creating an inclusive workplace where every team member’s contributions are recognized and encouraged. If you are passionate about helping others, enjoy solving problems, and have the required insurance licenses, take the next step in your career and apply now for this rewarding opportunity.
Insurance Customer Service Representative (P&C Licensed) - Summary- Serve as a primary point of contact for insurance clients, delivering exceptional service and support for all insurance-related inquiries.
- Utilize your Property and Casualty (P&C) and Life and Health insurance licenses to assist customers with policy questions, claims, coverage options, and account changes.
- Contribute to business growth by providing value-driven conversations and needs-based solutions to clients.
- Full-time, in-office position supporting a respected independent insurance agency team.
- Establish and maintain strong customer relationships through timely and effective communication.
- Respond to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarifications.
- Educate clients about insurance options using a customer-focused, needs-based review process.
- Provide prompt, accurate, and friendly service to ensure a positive customer experience.
- Maintain a strong work ethic and a commitment to agency success on a daily basis.
- Stay informed about product changes, licensing requirements, and industry developments.
- Deliver timely and thorough activity reports to agency management.
- Collaborate with team members to support agency goals and initiatives.
- Competitive salary with bonus opportunities.
- PTO including vacation and personal/sick days.
- Professional development and valuable experience in the insurance industry.
- Growth and advancement opportunities within the agency.
- Active Property & Casualty insurance license (required).
- Active Life and Health insurance license (required).
- Excellent interpersonal and communication skills (verbal, written, and listening).
- Strong organizational abilities and attention to detail.
- Self-motivated, proactive, and dedicated to customer service.
- Ability to learn and use computer functions related to insurance servicing.
- Team player with the ability to multi-task in a dynamic environment.
- Commitment to ongoing learning and staying current in the industry.
- Licensed in Property & Casualty and Life and Health insurance.
- People-oriented with a passion for delivering outstanding customer service.
- Detail-oriented, organized, and capable of managing multiple tasks.
- Strong communicator who thrives in a collaborative office setting.
- Driven to grow professionally and advance within the agency.
- This position is with an independent contractor agent. Employees of the agent must complete all licensing and training requirements. Employees are not employees of the parent insurance company.
- The agency fosters an inclusive, supportive, and growth-oriented team culture.
- Enjoy working in a vibrant community with access to local resources and amenities.
- Apply now to take the next step in your insurance career and join a successful agency team!