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Licensed Insurance Customer Service Representative
Location: Phoenix, AZ
Job Type: fulltime
Company: Chris McCoy - State Farm Agency
Salary: $50000.0 - $120000.0 per year
Category: Insurance
Licensed Insurance Customer Service Representative
If you are a dynamic, customer-focused professional with a valid insurance license, consider applying for the Licensed Insurance Customer Service Representative opportunity with a respected insurance agency. This full-time role is central to providing exceptional service and support to clients, leveraging your knowledge of property, casualty, life, and health insurance products. As a Licensed Insurance Customer Service Representative, you will play a vital part in fostering strong customer relationships and supporting the agency’s business growth through value-based conversations and reliable service.
Our team is seeking a motivated, energetic individual who thrives in a fast-paced environment and is dedicated to delivering remarkable customer experiences. In this position, you will engage with clients to address their insurance needs, answer policy-related questions, and provide guidance on available coverage options. Your commitment to customer satisfaction and attention to detail will help drive the agency’s success and support your professional development within the insurance industry.
As a Licensed Insurance Customer Service Representative, you will be responsible for building rapport with clients, maintaining ongoing communication, and ensuring that each customer receives prompt, accurate, and friendly service. You will use your expertise to educate clients about insurance policies, assist with claims and billing inquiries, and process policy changes or transfers. Your strong work ethic and proactive approach to problem-solving will contribute to the overall success of the agency and provide you with valuable experience and growth opportunities.
Working with our agency offers a positive work culture, opportunities for advancement, and the chance to develop your skills in a supportive environment. Your role as a Licensed Insurance Customer Service Representative is essential to maintaining high standards of client satisfaction and supporting the agency’s mission to deliver exceptional insurance solutions.
Licensed Insurance Customer Service Representative - Summary
- Provide comprehensive customer service and support for insurance products.
- Act as a primary point of contact for client inquiries and policy management.
- Utilize insurance licensing in property, casualty, life, and health to assist clients effectively.
- Contribute to a customer-focused, team-oriented environment.
Duties & Responsibilities
- Establish and maintain strong customer relationships through ongoing communication and follow-up.
- Respond promptly and accurately to inquiries regarding insurance availability, eligibility, coverage, policy changes, transfers, claims, and billing.
- Educate clients about insurance options using a needs-based review process.
- Maintain a high level of professionalism and commitment to customer service excellence each day.
- Stay current with product changes, licensing requirements, and technical developments through continuing education.
- Prepare and provide thorough activity reports to the agent as needed.
- Work collaboratively within a team to achieve agency goals.
- Demonstrate strong organizational skills and the ability to multitask effectively.
Salary & Benefits
- Competitive salary structure with bonus opportunities.
- PTO including vacation and personal/sick days.
- Valuable hands-on experience in the insurance industry.
- Opportunities for career growth and advancement within the agency.
Qualifications & Requirements
- Active Property & Casualty insurance license (required).
- Active Life and Health insurance license (required).
- Strong interpersonal, written, and verbal communication skills.
- People-oriented, with a focus on building client trust and satisfaction.
- Organized, detail-oriented, and able to manage multiple tasks simultaneously.
- Self-motivated and proactive in problem solving.
- Comfortable learning and using new computer systems and tools.
- Ability to work effectively in a collaborative team environment.
- Commitment to ongoing professional development and staying current in the industry.
Ideal Candidate Snapshot
- Licensed in Property & Casualty, Life, and Health insurance.
- Driven, self-motivated, and dedicated to delivering high-quality customer service.
- Excellent communication and relationship-building skills.
- Able to adapt to a fast-paced, team-oriented work environment.
- Demonstrates integrity, professionalism, and a strong work ethic.
Other Relevant Information
- This role is with an independent contractor agent affiliated with a major insurance company. Employees of independent agents are not employees of the parent insurance company.
- Candidates must meet all applicable licensing requirements and complete required training programs.
- The agency is committed to providing an inclusive, supportive work environment and is an equal opportunity employer.
- If you are ready to take the next step in your insurance career, click the application button to apply today and begin your journey as a Licensed Insurance Customer Service Representative.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.