Licensed Insurance Customer Service Representative
Location: SANTA CLARA, CA
Job Type: fulltime
Company: Ruth Barron - State Farm Agency
Salary: $25.0 - $33.0 per hour
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative (P&C CSR)
Are you a motivated professional with a passion for delivering exceptional customer service in the insurance industry? We are seeking a Licensed Insurance Customer Service Representative (P&C CSR) to join our dynamic team. This full-time opportunity offers a chance to work in a supportive and growth-focused environment where your skills and dedication will make a difference in the lives of our clients and the success of our agency. As a Licensed Insurance Customer Service Representative, you will utilize your Property and Casualty insurance license daily to support customers and help the agency grow through value-driven customer engagement.
Located in Santa Clara, CA, our insurance agency is committed to providing outstanding service to our community. As a member of our team, you will play a critical role in establishing enduring client relationships, addressing insurance needs, and ensuring a smooth, positive customer experience from start to finish. This in-office position is ideal for professionals who thrive in a collaborative setting and are eager to advance their careers in the insurance sector.
Our mission is to deliver remarkable service and insurance solutions tailored to our clients' unique needs. We are proud of our inclusive culture and the opportunities for professional development and advancement within our agency. If you are looking for a challenging yet rewarding career as a Licensed Insurance Customer Service Representative (P&C CSR) in Santa Clara, CA, we encourage you to apply today by clicking the job application button.
Licensed Insurance Customer Service Representative - Summary- Full-time, in-office customer service role within a reputable insurance agency
- Utilize your Property and Casualty insurance license to support existing and new clients
- Opportunity to build long-term relationships and make a positive impact in the community
- Work in a collaborative, professional environment with opportunities for career advancement
- Establish and nurture customer relationships through proactive communication and timely follow-ups
- Identify and develop new service opportunities with both existing and prospective clients
- Deliver prompt, accurate, and friendly customer service, including responding to inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing questions
- Educate clients about insurance options using a customer-focused, needs-based review process
- Prepare insurance quotes, conduct sales presentations, and close sales with integrity
- Build and maintain ongoing networking relationships to grow the agency’s client base
- Demonstrate a strong work ethic and a commitment to daily success and continuous improvement
- Provide regular and thorough activity reports to the agent for transparency and accountability
- Stay up-to-date on product changes, industry trends, licensing requirements, and technical developments through ongoing education
- Competitive hourly pay plus commissions on sales
- Paid time off for vacation and personal/sick days
- Medical insurance stipend
- Retirement plan available after six months of employment
- Valuable hands-on experience in the insurance industry
- Opportunities for growth and advancement within the agency
- Active Property & Casualty insurance license (required prior to start date)
- Life and Health insurance license (must be obtained prior to start date)
- Bilingual in English and Spanish highly preferred
- Excellent interpersonal and communication skills, including written, verbal, and listening abilities
- Strong organizational skills and attention to detail
- Self-motivated, proactive, and able to solve problems independently
- Commitment to exceptional customer service and teamwork
- Ability to multi-task and adapt to changing priorities
- Willingness to learn new computer functions and insurance products
- Pride in completing work accurately and on time
- Ability to work effectively within a team environment
- Licensed Insurance Customer Service Representative (P&C CSR) with a passion for helping others
- Driven to succeed and motivated to grow within the insurance industry
- Enjoys building long-term customer relationships and providing value-based solutions
- Organized, detail-oriented, and proactive in managing multiple responsibilities
- Bilingual abilities in English and Spanish are a strong plus, supporting inclusive service
- This position is with an independent contractor agent of a major insurance provider, not directly with the insurance company itself
- Selected candidates must successfully complete applicable licensing requirements and training programs
- Our agency is committed to providing equal employment opportunities and fostering a welcoming workplace for all individuals
- Take the next step in your insurance career by applying now—click the job application button to submit your application and join our dedicated team!
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.