Licensed Insurance Customer Service Representative
Location: Charlotte, NC
Job Type: fulltime
Company: Wil Brooks StateFarm
Salary: $52000.0 - $60000.0 per year
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative
As a Licensed Insurance Customer Service Representative, you will play a vital role in delivering exceptional service and support to clients within a reputable insurance agency environment. This full-time position is ideal for an individual who possesses a valid Property and Casualty license and is eager to support customers' insurance needs in a dynamic, client-focused setting. Our agency values team members who are driven to help others, enjoy pursuing solutions, and aspire to develop a rewarding career in the insurance industry.
As a Licensed Insurance Customer Service Representative, you will be the primary point of contact for policyholders, assisting them with a variety of needs ranging from policy inquiries to claims processing. You will help foster lasting relationships by providing clear communication, thorough policy education, and prompt responses to customer requests. This position offers an excellent opportunity for motivated individuals who are interested in developing their insurance expertise, growing within the organization, and making a positive impact on clients' lives.
Our team is committed to maintaining a high standard of service, professionalism, and integrity. Working in this role provides valuable exposure to the insurance industry and a pathway for advancement and personal growth. You will benefit from comprehensive training, hands-on experience, and the opportunity to build your professional skills in a supportive environment. As part of a dedicated team, you will collaborate with colleagues to achieve shared goals and contribute to the overall success of the agency.
Working in this area provides the advantage of being part of a thriving local community, allowing you to build meaningful connections with policyholders and local businesses. The agency environment is fast-paced and rewarding, with an emphasis on teamwork, continuous learning, and career development. If you are committed to excellence and passionate about customer service, we encourage you to apply and take the next step in your insurance career.
Licensed Insurance Customer Service Representative - Summary- Primary contact for clients regarding insurance inquiries, policy changes, and claims.
- Requires an active Property and Casualty license; Life and Health license to be obtained within 60 days of hire.
- Opportunity to develop expertise in insurance products and customer service best practices.
- Full-time role with comprehensive training and advancement potential.
- Establish and maintain strong relationships with clients through proactive communication and follow-up.
- Deliver prompt, accurate, and friendly service in response to client inquiries related to insurance products, policy eligibility, coverage options, policy changes, transfers, claims, and billing.
- Educate customers on available insurance options using a customer-focused needs assessment process.
- Demonstrate a strong work ethic and commitment to achieving daily operational goals.
- Support agency growth through value-based conversations and outstanding customer experiences.
- Document client interactions and provide thorough activity reports to the agent.
- Stay informed about product updates, licensing requirements, and technical developments through continuous education.
- Collaborate with team members to ensure a seamless customer experience and achieve agency objectives.
- Competitive base salary with additional bonus opportunities.
- Paid time off, including vacation and personal/sick days.
- Comprehensive training programs upon hire.
- Valuable insurance industry experience and skill development.
- Growth potential and opportunities for advancement within the agency.
- Active Property & Casualty license required at the time of hire.
- Ability to obtain Life and Health license within 60 days of employment.
- Excellent interpersonal, written, and verbal communication skills.
- Strong organizational skills and detail-oriented work style.
- Self-motivated, people-oriented, and proactive in problem-solving.
- Ability to work effectively in a team-oriented environment and handle multiple tasks simultaneously.
- Bilingual language skills are a plus.
- Commitment to maintaining up-to-date knowledge of industry changes and continuing education requirements.
- Proficiency with computer systems and ability to learn new technologies quickly.
- Motivated self-starter who thrives in a fast-paced, team-driven environment.
- Dedicated to delivering exceptional customer service and building long-term client relationships.
- Strong sense of accountability and pride in producing accurate, timely work.
- Keen interest in developing a rewarding career in the insurance sector.
- This position is with an independent contractor insurance agent, not directly with the insurance company.
- Employment is contingent upon successful completion of all applicable licensing and training requirements.
- Team members are expected to uphold the agency's standards of professionalism and client service at all times.
- We value diversity and are committed to creating an inclusive workplace environment.
If you are ready to take the next step in your insurance career as a Licensed Insurance Customer Service Representative, we invite you to apply today by clicking the job application button to join our dedicated team and make a difference for our clients.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. 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.