Licensed Insurance Customer Service Representative
Location: SAN RAMON, CA
Job Type: fulltime
Company: Roger Fernando - State Farm Agency
Salary: $25.0 - $30.0 per hour
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative (P&C, Life & Health)
Are you a licensed insurance professional looking to make a meaningful impact in the insurance industry? We are seeking a dedicated Licensed Insurance Customer Service Representative to join our dynamic team. This full-time, in-office position offers the opportunity to utilize your active Property and Casualty (P&C) and Life & Health insurance licenses while engaging with clients and contributing to a high-performing team. If you are committed to delivering exceptional customer experiences and thrive in a fast-paced, client-focused environment, we encourage you to apply today by clicking the job application button below.
The Licensed Insurance Customer Service Representative plays a critical role in supporting the agency's mission by building strong client relationships, providing expert insurance guidance, and ensuring every client interaction is handled with professionalism and care. This position is ideal for individuals who are passionate about customer service, have a keen eye for detail, and are motivated to help customers make informed decisions about their insurance needs.
Our organization values integrity, a strong work ethic, and a commitment to excellence. As a member of our team, you will have the chance to work alongside experienced professionals, expand your industry knowledge, and grow your career within a supportive environment.
Licensed Insurance Customer Service Representative - Summary- Serve as a primary point of contact for insurance clients, addressing inquiries and providing tailored insurance solutions.
- Utilize active P&C and Life & Health licenses to educate clients on coverage options and policy details.
- Foster long-term client relationships through value-driven conversations and a commitment to exceptional service.
- Contribute to the agency's growth by upholding the highest standards of professionalism and client satisfaction.
- Establish and maintain strong, trust-based relationships with new and existing clients.
- Respond promptly and professionally to client inquiries regarding insurance availability, eligibility, coverage details, policy changes, claims, and billing questions.
- Utilize a needs-based review process to help clients understand and select the best insurance products for their individual needs.
- Follow up with clients to ensure satisfaction and address any additional concerns or service needs.
- Maintain accurate and detailed records of client interactions and activities, providing timely reports to agency management.
- Demonstrate a proactive approach to problem-solving, ensuring client issues are resolved efficiently.
- Stay current on industry trends, product updates, and licensing requirements through ongoing professional development and continuing education.
- Collaborate with other team members to achieve agency goals and deliver a consistent client experience.
- Competitive base salary plus commission structure
- PTO including vacation and personal/sick days
- Opportunities for career advancement and professional growth within the agency
- Access to valuable industry experience and ongoing training
- Active Property & Casualty insurance license (required)
- Active Life & Health insurance license (required)
- Strong interpersonal, verbal, and written communication skills
- Demonstrated organizational skills and attention to detail
- Proficiency with computer systems and the ability to quickly learn new software
- Self-motivated, proactive, and able to multi-task in a team environment
- Commitment to delivering outstanding customer service and achieving high levels of client satisfaction
- Ability to remain current with industry changes, licensing, and ongoing education requirements
- Energetic and passionate about helping clients protect what matters most
- Proven track record of building strong client relationships in an insurance or financial services setting
- Detail-oriented and capable of managing multiple priorities efficiently
- Embraces ongoing learning and professional development opportunities
- Works well both independently and as part of a collaborative team
- This position is within an independent contractor agency and not directly with the parent insurance company.
- Employment is contingent upon successful completion of required licensing and training programs.
- Agency staff are employees of the independent agent, not of the parent insurance company.
- Our agency is committed to creating an inclusive and diverse workplace, ensuring equal opportunity for all qualified applicants.
- If you are motivated to succeed and ready to join a team that values your expertise, apply today by clicking the job application button below.
Equal Opportunity Employer Statement: This position is with an independent contractor agent, not with the parent insurance company. Employees of independent agents must be able to successfully complete any applicable licensing requirements and training programs. Independent agents hire their own employees. Independent agents’ employees are not employees of the parent insurance company.