Licensed Insurance Customer Service Representative
Location: White Settlement, TX
Job Type: fulltime
Company: Gary Gilmore - State Farm Agency
Salary: $30000.0 - $46000.0 per year
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative positions are ideal for individuals who are passionate about delivering exceptional service within the insurance sector. As a Licensed Insurance Customer Service Representative (CSR), you will play a crucial role in supporting both clients and the agency team, ensuring all customer needs are addressed professionally and efficiently. This full-time opportunity offers the chance to work in a dynamic office environment, collaborating with a team dedicated to providing value-based insurance solutions and outstanding customer experiences.
Working as a Licensed Insurance Customer Service Representative offers a rewarding path for individuals who possess an active Property and Casualty insurance license and a Life and Health insurance license. These credentials are essential for handling inquiries related to insurance coverage, claims, policy changes, and billing. The position calls for proactive problem solvers who thrive in a customer-focused environment, excelling at building strong client relationships and supporting business growth through attentive service and product education.
Being a Licensed Insurance Customer Service Representative means you are often the first point of contact for clients, responsible for responding to questions about insurance availability, eligibility, coverages, and claims. You will utilize your expertise to guide customers through the process of selecting the right insurance products, scheduling appointments, and identifying solutions to meet their unique needs. Your day-to-day activities will include lead development, customer education, and providing timely, accurate information to support both customers and the agency’s operational goals.
This role requires a high level of organization, attention to detail, and commitment to excellence. You will be expected to manage multiple tasks efficiently, maintain thorough records, and provide consistent feedback to agency leadership. Ongoing professional development is encouraged, with opportunities to stay current on product changes, regulatory updates, and technical advancements in the insurance industry. The agency fosters an environment of growth, offering valuable training, advancement potential, and recognition for outstanding performance.
Located in White Settlement, TX, this agency offers a collaborative atmosphere and a positive work culture. Working in this area provides employees with convenient access to local amenities and a supportive community. The agency is committed to equal employment opportunities and compliance with all regulatory standards, ensuring a fair and inclusive workplace for all team members.
Licensed Insurance Customer Service Representative - Summary- Full-time position supporting an independent insurance agency specializing in Property and Casualty, as well as Life and Health insurance products.
- Requires active Property and Casualty license and Life and Health license.
- Primary focus on providing superior customer service, building strong client relationships, and supporting agency growth through consultative interactions.
- Involves collaboration with agency team members and ongoing professional development opportunities.
- Establish and nurture customer relationships, ensuring follow-up as needed to address client needs.
- Deliver prompt, accurate, and friendly service to customers regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing questions.
- Utilize a customer-focused, needs-based review process to educate clients about insurance options and recommend suitable products.
- Develop leads, schedule appointments, and identify opportunities to market appropriate products and services.
- Maintain a strong work ethic and demonstrate a commitment to achieving success daily.
- Prepare and provide timely, detailed activity reports to agency leadership.
- Remain current with product changes, licensing requirements, technical developments, and ongoing education.
- Base salary with potential for sales bonuses.
- Paid time off, including vacation and personal/sick days.
- Paid holidays.
- Retirement plan options.
- Comprehensive training provided.
- Opportunities for valuable experience and career advancement within the agency.
- Active Property & Casualty insurance license (required).
- Active Life and Health insurance license (required).
- Excellent interpersonal, written, verbal, and listening skills.
- Strong organizational abilities and attention to detail.
- Self-motivated with a proactive approach to problem solving.
- Dedication to customer service and professionalism in all client interactions.
- Ability to learn and utilize computer functions relevant to the position.
- Demonstrated ability to work collaboratively in a team environment and manage multiple tasks efficiently.
- Commitment to ongoing professional development and continuing education.
- Licensed professional with a passion for the insurance industry and a drive to help clients find the best solutions for their needs.
- People-oriented, detail-focused, and organized, with a positive, proactive attitude.
- Thrives in a fast-paced office setting and adapts easily to changing priorities.
- Strong communicator who enjoys consultative conversations and building rapport with clients.
- Committed to personal and professional growth within a supportive team environment.
- This position is with an independent contractor agent, not with the parent insurance company. Employees of agents must be able to complete all applicable licensing and training programs.
- Agency employees are not employees of the parent insurance company but work for the independent agency owner.
- Equal Opportunity Employer: The agency is committed to providing equal employment opportunity in all aspects of employment.
If you are motivated to succeed and envision yourself thriving in the Licensed Insurance Customer Service Representative role, we encourage you to apply by clicking the job application button. Take the next step in your insurance career and become a valued member of our professional team today.