Licensed Insurance Customer Service Representative
Location: HAZELWOOD, MO
Job Type: fulltime
Company: Patrick Jones - State Farm Agency
Salary: $38000.0 - $70000.0 per year
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative - Summary
The Licensed Insurance Customer Service Representative (CSR) is a vital member of an insurance agency team, responsible for delivering exceptional customer service while supporting clients with their insurance needs. This full-time position requires an active Property & Casualty license and a Life & Health license. As a Licensed Insurance Customer Service Representative, you will interact with customers, address their questions, and provide guidance on insurance products, policy changes, and claims. You will also contribute to the agency's growth by fostering strong client relationships and ensuring each customer has a positive experience. If you are motivated, detail-oriented, and eager to build a career in the insurance industry, this role is an excellent opportunity to develop your skills and advance professionally.
Duties & Responsibilities- Establish and maintain strong relationships with customers, ensuring timely and accurate follow-ups as needed.
- Deliver prompt, accurate, and friendly service to clients, addressing inquiries regarding insurance availability, eligibility, coverage options, policy changes, transfers, claims, and billing.
- Utilize a customer-focused, needs-based consultative approach to educate clients about relevant insurance options that best fit their unique circumstances.
- Demonstrate a strong work ethic and a commitment to agency goals and customer satisfaction every day.
- Stay current on industry product changes, licensing requirements, technical developments, and ongoing education opportunities to ensure high-quality service delivery.
- Handle sensitive client information with discretion and care, maintaining confidentiality and professionalism at all times.
- Collaborate with team members to ensure a seamless and positive customer experience for all clients.
- Prepare and submit thorough activity reports to the agency owner, reflecting completed tasks and ongoing follow-ups.
- Contribute actively to the agency’s growth initiatives through upselling, cross-selling, and identifying new business opportunities during client interactions.
- Aid in the onboarding process for new clients and assist in the renewal of existing policies, ensuring all information is accurate and up-to-date.
- Competitive base salary with performance-based bonus opportunities.
- PTO including vacation and personal/sick days.
- Support with retirement planning options.
- Valuable hands-on experience in the insurance industry.
- Opportunities for professional growth and advancement within the agency.
- Active Property & Casualty license (required).
- Active Life & Health license (required).
- Strong interpersonal and communication skills, both written and verbal.
- People-oriented with a focus on providing outstanding customer service.
- Organizational and multitasking abilities to manage various tasks efficiently.
- Self-motivated and proactive problem solver who takes initiative.
- Detail-oriented and dedicated to completing work accurately and timely.
- Ability to work collaboratively in a team environment.
- Proficiency in learning and using insurance-specific computer programs and technology.
- Commitment to ongoing professional development and staying current on industry trends.
- Thrives in a fast-paced, client-focused environment and enjoys helping others.
- Motivated to grow within the insurance field and achieve personal and agency goals.
- Demonstrates professionalism, reliability, and a strong sense of ethics.
- Adapts easily to changes and willingly participates in continuous learning.
- Comfortable with technology and able to quickly adapt to new software or tools.
- This position is with an independent insurance agency contractor, not with the national insurance company itself.
- Employment is contingent on successful completion of applicable licensing requirements and training programs.
- Employees in this role are directly employed by the independent agency, not the parent insurance company.
- The agency is committed to providing an inclusive and supportive work environment that promotes equal opportunity and values diversity.
- If you are ready to take the next step in your insurance career, click the apply button to submit your application today and start your journey as a Licensed Insurance Customer Service Representative.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.