Licensed Insurance Customer Service Representative
Location: New Orleans, LA
Job Type: fulltime
Company: State Farm Agency - New Orleans
Salary: $18.0 - $22.0 per hour
Category: Insurance
Job Description Apply Now
The Licensed Insurance Customer Service Representative (CSR) plays a crucial role in supporting clients through exceptional customer service and comprehensive insurance knowledge. As a Licensed Insurance Customer Service Representative, you will work closely with an established insurance agency team to deliver value-based conversations, facilitate policy changes, and ensure an excellent customer experience. This position requires an active Property and Casualty license, as well as a Life and Health license, reflecting a strong foundation in insurance products and regulatory compliance. The Licensed Insurance Customer Service Representative position offers a dynamic opportunity to engage with clients, support their insurance needs, and contribute to the agency’s success in a highly professional environment. If you are proactive, communicative, and committed to service excellence, this is an ideal step in your insurance career.
Licensed Insurance Customer Service Representative - SummaryAs a Licensed Insurance Customer Service Representative, you will be the first point of contact for customers seeking assistance with their insurance policies. You will leverage your active Property and Casualty license and your Life and Health license to respond to inquiries, educate customers about insurance options, and facilitate critical service processes. In this full-time position, you will participate as an integral member of an insurance agency, helping to create lasting relationships and foster client satisfaction through every interaction. Your dedication and professionalism will support the agency’s mission to deliver remarkable customer experiences and drive business growth.
Duties & Responsibilities- Establish and maintain positive customer relationships, providing follow-up support as needed to ensure satisfaction and retention.
- Deliver prompt, accurate, and friendly customer service in all interactions, including answering questions regarding policy details, eligibility, coverages, policy changes, transfers, claim submissions, and billing.
- Utilize a customer-focused, needs-based approach to review client accounts and recommend appropriate insurance options based on their unique needs.
- Educate clients about insurance products, policy features, and available options to empower them in making informed decisions.
- Proactively identify opportunities for cross-selling or upselling relevant insurance products and services that match customer profiles.
- Maintain a high standard of professionalism, organization, and accuracy in administrative tasks, documentation, and reporting.
- Collaborate with agency team members to achieve daily, weekly, and monthly goals aligned with business objectives.
- Remain current on product changes, licensing requirements, technical developments, and continuing education to ensure compliance and expertise.
- Provide thorough and timely activity reports to the agency principal, supporting ongoing process improvement and accountability.
- Competitive base salary with opportunities for increases based on experience, licensing, and performance.
- Eligibility for bonuses and commissions tied to sales performance once fully licensed.
- Paid time off, including vacation days to support work-life balance.
- Retirement plan options available after the first year of employment.
- Valuable experience gained through hands-on training and industry exposure.
- Opportunities for career growth and advancement within the agency structure.
- Active Property & Casualty insurance license (required).
- Active Life and Health insurance license (required).
- Demonstrated excellence in customer service, including strong written and verbal communication skills.
- People-oriented approach with the ability to build positive relationships quickly.
- Superior organizational skills and attention to detail.
- Self-motivated with the ability to work independently and as part of a team environment.
- Proactive in identifying and resolving customer issues.
- Proficient in using computers and learning new software functions relevant to insurance administration.
- Commitment to completing work accurately and efficiently.
- Ability to manage multiple tasks and prioritize workload effectively.
- Willingness to participate in ongoing education to remain compliant and knowledgeable in the insurance field.
- Licensed Insurance Customer Service Representative with a client-focused mindset.
- Excellent interpersonal and organizational skills, with a proactive attitude toward problem-solving.
- Comfortable working in a fast-paced, team-driven environment.
- Dedicated to delivering high-quality customer service and fostering strong relationships.
- Motivated by personal and team success, with a desire for career advancement in the insurance industry.
- This position is offered by an independent insurance agency and is not affiliated directly with national insurance companies.
- All employees must meet applicable licensing and training program requirements.
- Agency employees are independent of the parent insurance company and hired directly by the agency principal.
- The agency is committed to equal opportunity employment and welcomes applicants from diverse backgrounds.
If you are motivated to succeed and ready to take the next step in your insurance career, click the application button to apply for the Licensed Insurance Customer Service Representative position today!