Licensed Insurance Customer Service Representative
Location: LAKEWAY, TX
Job Type: fulltime
Company: Rich Watson - State Farm Agency
Salary: $35000.0 - $55000.0 per year
Category: Customer Service
Job Description Apply Now
Licensed Insurance Customer Service Representative
Position Summary
The Licensed Insurance Customer Service Representative position offers an opportunity for motivated, licensed professionals to play a key role in delivering value-based conversations and exceptional customer experiences within a dynamic insurance agency setting. As a critical member of an established agent's team, you will leverage your Property and Casualty, as well as Life and Health licenses, to support and build lasting relationships with clients. The role is ideal for individuals who are detail-oriented, proactive, and dedicated to helping customers navigate insurance options with confidence and clarity. If you are looking to advance your insurance career by joining a reputable agency and developing your expertise, this position is an excellent fit. Apply now to start the process and take the next step in your professional journey as a Licensed Insurance Customer Service Representative.
Key Responsibilities
- Establishing and nurturing customer relationships through ongoing, proactive communication and follow-up.
- Delivering prompt, accurate, and friendly service by responding to inquiries about insurance availability, eligibility, coverages, policy changes, transfers, claims, and billing.
- Utilizing a customer-focused and needs-based review process to educate clients on available insurance options and recommend suitable policies.
- Maintaining a strong work ethic and demonstrating a commitment to achieving daily success and team goals.
- Collaborating with team members to provide comprehensive support and seamless service to all clients.
- Staying current with product changes, licensing requirements, technical developments, and ongoing education within the insurance industry.
- Ensuring timely and thorough reporting of activities to the agent and maintaining accurate and organized records.
Why Join Us?
- Competitive base salary with performance-based bonuses.
- PTO, including vacation and personal/sick days, to support work-life balance.
- Valuable hands-on experience in a fast-paced insurance agency environment.
- Opportunities for career growth and advancement within the agency.
Required Qualifications
- Active Property & Casualty license.
- Active Life and Health license.
- Excellent interpersonal, written, verbal, and listening communication skills.
- Organizational skills and the ability to manage multiple tasks efficiently.
- Self-motivation and a proactive approach to problem solving.
- Dedication to providing outstanding customer service.
- Detail-oriented with pride in delivering accurate, timely work.
- Ability to work collaboratively in a team environment.
- Ability to learn and utilize various computer functions and agency management systems.
Our Commitment
This position is with an independent contractor agent. Employees must successfully complete all applicable licensing and training requirements. Agents are independent contractors who hire and manage their own teams, and employees of agent offices are not employees of the parent insurance company. We are committed to fostering an inclusive and diverse workplace that values professionalism and equal opportunity for all qualified applicants.
Take the next step in your insurance career by applying for the Licensed Insurance Customer Service Representative position. Click the application button to submit your resume and begin the interview process today!
Licensed Insurance Customer Service Representative - Summary- Serve as a primary contact for insurance clients, providing expert guidance and support.
- Build trusted relationships and deliver value-driven service experiences.
- Support agency growth and customer retention through proactive outreach.
- Respond to client inquiries about coverages, policy changes, claims, and billing.
- Educate customers using needs-based review processes.
- Maintain accurate records and activity reports.
- Stay current on product and industry knowledge.
- Collaborate with team members for optimal service delivery.
- Base salary plus performance bonuses.
- PTO including vacation and personal/sick days.
- Career development and advancement opportunities.
- Hands-on industry experience and ongoing training.
- Property & Casualty license (required).
- Life and Health license (required).
- Strong communication and interpersonal skills.
- Organizational skills and attention to detail.
- Ability to work in a collaborative, team-oriented setting.
- Motivated self-starter with a passion for customer service.
- Proactive, detail-oriented, and organized.
- Keen to grow within the insurance field.
- Able to adapt to changing industry standards.
- This position is with an independent contractor agent, not the parent insurance company.
- Employees must meet all licensing and training requirements.
- Equal opportunity employer; all qualified applicants encouraged to apply.