Licensed Insurance Customer Service Representative
Location: NYACK, NY
Job Type: fulltime
Company: Eric Jaslow - State Farm Agency
Salary: $50000.0 - $70000.0 per year
Category: Insurance
Job Description Apply Now
The role of Licensed Insurance Customer Service Representative (CSR) is a pivotal position within an insurance agency environment. As a Licensed Insurance CSR, you will play a critical part in delivering outstanding support and service to clients, ensuring their insurance needs are met with a high level of professionalism and care. This position is designed for individuals who possess an active Property and Casualty license, as well as a Life and Health license, and who are passionate about helping others while contributing to the success of the agency.
Working as a Licensed Insurance Customer Service Representative, you will be responsible for building and maintaining positive relationships with clients. You will be the first line of contact for policyholders, assisting them with their questions and concerns regarding insurance products, coverage options, policy changes, claims, billing, and eligibility. Your interactions will be guided by a consultative and customer-centric approach, ensuring every client receives a personalized and informative experience. Strong communication and interpersonal skills are essential in this role, as you will be required to communicate clearly and effectively with a diverse clientele base.
In the daily workflow of a Licensed Insurance Customer Service Representative, you will have the opportunity to utilize your organizational and problem-solving abilities. You will support agency operations by providing prompt, accurate, and friendly service, and by following up with customers as needed. The position requires you to be detail-oriented and proactive, capable of multi-tasking and managing multiple requests or issues simultaneously. You are also expected to remain current on industry developments, licensing requirements, and technical advancements to ensure compliance and to provide clients with the most up-to-date information.
As a member of the agency team, the Licensed Insurance CSR position offers valuable professional experience and the potential for career advancement. You will operate within a collaborative and supportive environment, working closely with other team members to ensure the success of the business. The agency values individuals who are self-motivated, dedicated to delivering exceptional customer service, and who take pride in the accuracy and timeliness of their work. Bilingual abilities, particularly in Spanish and English, are highly valued and can enhance your effectiveness in serving a broader range of clients.
The agency is committed to supporting your professional growth by offering ongoing education and training opportunities. As part of the onboarding process, you will be expected to complete all necessary licensing and training programs. This ensures that you are fully equipped to provide knowledgeable and compliant service to clients. The agency operates independently and selects its own team members, offering a unique workplace culture where your contributions are recognized and valued.
Employees in the Licensed Insurance Customer Service Representative position enjoy a comprehensive compensation package, including a competitive salary, bonus potential, paid time off for vacation and personal needs, and opportunities for advancement. The role also provides the chance to gain firsthand experience in the insurance industry, setting a strong foundation for long-term career growth. If you are motivated to achieve success, have a strong commitment to customer service, and are seeking a role where you can make a meaningful impact, this is the ideal opportunity for you. To take the next step in your career as a Licensed Insurance Customer Service Representative, click the application button and submit your resume today.
Licensed Insurance Customer Service Representative - Summary- Deliver exceptional customer support and insurance guidance to clients as a Licensed Insurance Customer Service Representative
- Utilize active Property & Casualty and Life & Health licenses to serve policyholders
- Contribute to agency success through value-driven, customer-focused interactions
- Establish and maintain strong client relationships, providing ongoing support and follow-up as required
- Respond promptly to client inquiries about insurance coverage, policy changes, billing, claims, eligibility, and product availability
- Educate clients on available insurance options using a needs-based review process
- Uphold a high standard of work ethic and demonstrate commitment to daily success
- Maintain accurate records and provide timely activity reports to the agent
- Stay informed about industry changes, licensing updates, and continuing education requirements
- Competitive salary structure with bonus opportunities
- PTO for vacation and personal or sick days
- Valuable hands-on experience in the insurance industry
- Growth potential and advancement opportunities within the agency
- Active Property & Casualty license (required)
- Active Life and Health license (required)
- Excellent interpersonal, written, verbal, and listening skills
- Strong organizational skills and attention to detail
- Demonstrated self-motivation and proactive problem-solving abilities
- Ability to learn and use agency computer systems effectively
- Team-oriented with the capability to multi-task efficiently
- Commitment to delivering exceptional customer service
- Bilingual (Spanish/English) skills are preferred
- Licensed professional with a passion for customer service and relationship building
- Detail-oriented, accurate, and committed to timely follow-through
- Thrives in a collaborative environment and is proactive in identifying solutions
- Dedicated to continuous learning and industry compliance
- Values professional growth and advancement within the insurance sector
- This position is with an independent contractor agent, not with the parent insurance company
- All employees must meet applicable licensing and training requirements
- Agency team members are not employees of the parent insurance company
- The agency values diversity and fosters an inclusive work environment
If you are ready to advance your career and deliver exceptional service as a Licensed Insurance Customer Service Representative, click the apply button and take your next step today.