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
Job Description Apply Now
Licensed Insurance Customer Service Representative (P&C) Position OverviewA Licensed Insurance Customer Service Representative (P&C) is an essential member of a dynamic insurance agency team, providing outstanding support and service to clients. This full-time role is focused on helping customers with their property and casualty insurance needs, ensuring their questions are answered and their policies are managed efficiently. Working in an in-office environment in San Jose, CA, the Licensed Insurance Customer Service Representative (P&C) plays a key role in delivering a remarkable customer experience and supporting agency growth.
Key Responsibilities- Establish and maintain customer relationships, proactively following up as needed to ensure satisfaction and coverage accuracy.
- Provide prompt, accurate, and friendly customer service by responding to inquiries about insurance availability, eligibility, coverage options, policy changes, transfers, claim submissions, and billing clarification.
- Educate customers about insurance products and services using a customer-focused, needs-based approach, helping them understand their options.
- Utilize strong organizational skills and attention to detail to manage multiple customer accounts, ensuring all interactions and transactions are documented thoroughly and accurately.
- Maintain a high standard of work ethic with a commitment to achieving agency goals and delivering quality service each day.
- Collaborate with team members and agency leadership to provide timely, thorough activity reports and support office initiatives.
- Remain up-to-date on product changes, licensing requirements, technical developments, and continuing education opportunities to deliver informed service to clients.
- Active Property & Casualty (P&C) insurance license is required; ability to obtain Life and Health license preferred.
- Previous experience in insurance customer service or related fields is beneficial.
- Multilingual skills, particularly Spanish, are valued but not required.
- Excellent interpersonal, communication (written, verbal, and listening), and organizational skills.
- Self-motivated, proactive, and detail-oriented with a dedication to customer service excellence.
- Strong problem-solving abilities and pride in delivering accurate and timely work.
- Comfortable learning and using computer functions and agency management systems.
- Ability to thrive in a team environment, manage multiple tasks, and adapt to changing priorities.
The Licensed Insurance Customer Service Representative (P&C) position offers valuable experience working within an established agency, with opportunities for professional growth and advancement. Team members benefit from ongoing training, skill development, and exposure to a range of insurance products and customer service best practices. The agency supports a collaborative, goal-oriented workplace where individuals are encouraged to take initiative and contribute ideas for continuous improvement.
Why Work in San Jose, CA?Working in San Jose, CA, provides access to a vibrant community and a diverse client base, offering unique opportunities to build relationships and make a positive impact through customer service.
Legal NoticeThis 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.