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Licensed Insurance Customer Service Manager
Location: SCOTTSDALE, AZ
Job Type: fulltime
Company: Stacie McDaniel - State Farm Agency
Salary: $42000.0 - $52000.0 per year
Category: Insurance
Licensed Insurance Customer Service Manager (P&C, Life & Health)
If you are a driven and licensed insurance professional seeking an opportunity to advance your career in a dynamic and supportive environment, this role as Licensed Insurance Customer Service Manager could be the ideal next step. As a key member of our insurance team, you will help foster business growth and deliver exceptional service to our valued clients. The position is a full-time, in-office opportunity located in Scottsdale, AZ, where you will play an integral part in delivering a remarkable customer experience while supporting the agency's continued success.
Our team is committed to providing comprehensive insurance solutions, and we are looking for candidates who are passionate about building strong relationships, educating clients, and ensuring that every interaction adds value. If you are eager to make a positive impact and contribute to a results-driven team, we encourage you to apply by clicking the job application button below.
Licensed Insurance Customer Service Manager - Summary
- Lead customer service initiatives and manage client relationships for a reputable insurance agency
- Utilize your active Property & Casualty and Life & Health licenses to provide expert guidance and support to clients
- Work collaboratively in a professional, growth-oriented team environment
- Leverage your skills in communication, problem-solving, and organization to deliver outstanding customer service experiences
Duties & Responsibilities
- Establish and maintain strong customer relationships, proactively following up as needed to ensure satisfaction and retention
- Provide prompt, accurate, and friendly customer service, including responding to inquiries about insurance coverage, eligibility, policy changes, transfers, claims, and billing questions
- Educate customers on available insurance options using a needs-based review process
- Demonstrate a strong work ethic and a commitment to success every day
- Adhere to internal processes and agency policies to ensure compliance and consistency
- Utilize proficiency in platforms such as Necho, ECRM, and Policy Center to manage client accounts efficiently
- Manage both inbound and outbound calls to support policyholders and coordinate with other departments
- Apply analytical, decision-making, and troubleshooting skills to resolve customer issues and deliver comprehensive solutions
- Maintain accurate records and documentation related to client interactions and transactions
Salary & Benefits
- Competitive base salary with performance-based bonus opportunities
- Paid time off, including three weeks of vacation/personal days and 8-10 paid holidays annually
- Eligibility for a monthly medical stipend
- Opportunities for flexible scheduling in the future
- Valuable industry experience with growth potential and advancement opportunities within the agency
Qualifications & Requirements
- Active Property & Casualty insurance license required
- Active Life & Health insurance license required
- Demonstrated excellence in written and verbal communication
- Proficiency with Necho, ECRM, Policy Center, Microsoft Excel, Microsoft Word, and general typing skills
- Strong problem-solving, analytical, and decision-making abilities
- Attention to detail and organizational skills to maintain efficiency
- Effective time-management and prioritization capabilities
- Ability to build and maintain positive working relationships with team members and clients
- Willingness to follow internal processes and procedures consistently
- Commitment to continuous learning and meeting any required licensing or training obligations
Ideal Candidate Snapshot
- Licensed insurance professional with a passion for customer service and personal development
- Energetic, detail-oriented, and highly organized
- Excellent communicator who thrives in a collaborative, team-focused setting
- Self-motivated and committed to delivering exceptional results
- Technologically adept and comfortable with both administrative tasks and insurance platforms
Other Relevant Information
- This position is with an independent contractor agent of a major insurance company, not the insurance company itself
- Employees must successfully complete all applicable licensing and training requirements
- The agency is located in Scottsdale, AZ, a thriving area known for its vibrant business community and excellent quality of life
- State Farm agents are independent contractors and hire their own employees; employees are not employees of State Farm Insurance Companies
- All applicants will be considered without regard to race, color, religion, sex, national origin, disability, or protected veteran status
If you are ready to take the next step in your insurance career and are motivated to succeed, apply today by clicking the job application button for the Licensed Insurance Customer Service Manager position. We look forward to reviewing your application and discussing the opportunities for you within our growing team.