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Licensed Insurance Customer Service Representative
Location: SAN JOSE, CA
Job Type: fulltime
Company: Jim Edington - State Farm Agent
Salary: $50000.0 - $70000.0 per year
Category: Insurance
Licensed Insurance Customer Service Representative (Property & Casualty, P&C)
Are you a motivated and licensed insurance professional seeking a rewarding opportunity to make a difference? Our team is currently looking for a Licensed Insurance Customer Service Representative with a valid Property and Casualty license to join our dynamic and supportive environment. As a key member of our agency, you will engage directly with clients, provide outstanding support, and help shape the success of our business through customer-focused service and insurance expertise.
This full-time position offers the chance to build your insurance career and develop valuable skills within a reputable agency. With a strong commitment to professional growth, our team is dedicated to creating a positive and collaborative workspace where your contributions are recognized and valued. If you have a passion for helping others, an eye for detail, and the required licenses, we encourage you to apply by clicking the job application button and take the next step in your insurance career.
Licensed Insurance Customer Service Representative - Summary
- Serve as the primary point of contact for customers, offering knowledgeable support on insurance products and services.
- Utilize your Property & Casualty (P&C) license to address client inquiries, policy management, and claims processes.
- Enhance customer satisfaction with prompt, accurate, and friendly assistance that builds lasting relationships.
- Contribute to a culture of success and continuous improvement within a professional insurance agency.
Duties & Responsibilities
- Establish and nurture customer relationships, ensuring consistent follow-up and support as needed.
- Respond to inquiries about insurance eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Apply a customer-focused, needs-based approach to educate clients on insurance options, enabling informed decisions.
- Maintain high standards of work ethic and commitment to providing an exceptional customer experience every day.
- Provide timely and thorough activity reports to agency leadership.
- Stay current with product changes, licensing requirements, technical developments, and ongoing education.
- Collaborate effectively within a team environment, supporting agency goals and individual development.
- Learn and efficiently use computer functions and agency management systems.
Salary & Benefits
- Competitive base salary structure commensurate with experience and licensure.
- PTO including vacation, personal, and sick days.
- 401(k) retirement plan with company match to support your financial future.
- Opportunities for growth and advancement within the agency, fostering your professional development.
- Gain valuable industry experience and exposure to best-in-class insurance practices.
Qualifications & Requirements
- Active Property & Casualty insurance license required; must be maintained throughout employment.
- Ability and willingness to obtain a Life and Health insurance license as needed.
- Excellent communication skills, with proficiency in written, verbal, and listening contexts.
- Strong interpersonal skills and a customer-oriented mindset.
- Organizational skills, attention to detail, and the ability to multi-task effectively.
- Self-motivated with a proactive approach to problem-solving and delivering solutions.
- Ability to work collaboratively within a team environment and contribute to a positive office culture.
- Multilingual abilities, including Spanish, are preferred but not required.
Ideal Candidate Snapshot
- Licensed insurance professional with a passion for delivering remarkable customer service.
- Detail-oriented, organized, and committed to meeting agency and customer needs.
- Eager to remain current on industry trends, products, and technical requirements.
- Proactive, adaptable, and able to thrive in a fast-paced team setting.
- Able to communicate complex insurance concepts in a clear, accessible manner.
Other Relevant Information
- This role is with an independent contractor insurance agent, not with the parent insurance company.
- All employees must successfully complete any applicable licensing requirements and training programs.
- The agency is dedicated to providing a supportive and inclusive work environment, in compliance with all EEOC and professional standards.
- Enjoy the benefits of working in a vibrant area, with access to professional growth and community engagement opportunities.
Ready to take your insurance career to the next level? Click the application button now to submit your resume and join our dedicated team as a Licensed Insurance Customer Service Representative. We look forward to connecting with you and discussing next steps in the interview process.