Licensed Insurance Customer Service Representative (CSR)
Location: Apopka, FL
Job Type: fulltime
Company: Shren Yeager - State Farm Agency
Salary: $50000.0 - $90000.0 per year
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative (CSR) Job OverviewThe Licensed Insurance Customer Service Representative (CSR) is an essential member of a dynamic insurance agency team, focusing on delivering outstanding service and support to clients. As a Licensed Insurance CSR, you will utilize your active Property and Casualty license to assist customers with their insurance needs, answer inquiries, and provide guidance on products and services. This full-time role offers the opportunity to be part of a reputable independent agency, contributing to the growth and success of the business through your customer service skills and insurance expertise.
Key Responsibilities- Develop and qualify leads through proactive outreach, scheduling appointments, and identifying customer insurance needs.
- Provide information and recommendations on insurance products and services, ensuring each client receives accurate and helpful guidance tailored to their unique situations.
- Establish and maintain strong client relationships by following up on inquiries, supporting policy changes, and resolving concerns promptly and professionally.
- Deliver prompt, friendly, and precise customer service, consistently aiming to exceed client expectations in every interaction as a Licensed Insurance Customer Service Representative (CSR).
- Support the agency’s business growth by engaging in value-based conversations that highlight the benefits and coverage options available to clients.
- Active 4-40 or 2-20 insurance license is required for the Licensed Insurance Customer Service Representative (CSR) position.
- 2-15 insurance license is also required.
- Previous experience in insurance sales, customer service, or a related field such as telemarketing, inside sales, outside sales, or retail sales is preferred.
- Demonstrated track record of achieving sales goals or quotas is preferred.
- Exceptional written, verbal, and listening communication skills are essential to support clients and collaborate with team members.
- Ability to multi-task and effectively manage priorities in a fast-paced environment.
- Self-motivated with a strong drive to succeed and contribute to team achievements.
- Ability to relate to customers and build rapport quickly and effectively.
- Competitive base pay with commission and bonus opportunities for Licensed Insurance CSRs.
- PTO (up to 12 days annually), paid major holidays, and a 401k retirement plan.
- Profit sharing, monthly personal production bonuses, and an annual team bonus as part of the agency's comprehensive compensation package.
- Support for continuing education and additional licensing, such as pursuing a 2-20 insurance license.
- Valuable hands-on experience in the insurance industry and opportunities for advancement within the agency.
As a Licensed Insurance Customer Service Representative (CSR), you will play a vital role in delivering remarkable customer service and supporting the agency’s growth initiatives. This role offers excellent career development opportunities, a rewarding compensation structure, and the ability to make a positive impact on clients’ lives. If you are a motivated individual who thrives in a collaborative and high-energy environment, you will find this position both challenging and fulfilling.
Additional InformationThis position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.