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Licensed Insurance Customer Service Representative
Location: RALEIGH, NC
Job Type: fulltime
Company: Lindsey Weaver - State Farm Agency
Salary: $40000.0 - $60000.0 per year
Category: Insurance
The role of Licensed Insurance Customer Service Representative is an essential position within the insurance industry, focusing on delivering outstanding service to clients and supporting agency growth. As a Licensed Insurance Customer Service Representative, you will leverage your active Property & Casualty (P&C) and Life & Health licenses to provide personalized insurance solutions, handle inquiries, and maintain strong client relationships. This position is a key point of contact for customers, ensuring their needs are met efficiently and professionally while upholding compliance with regulatory standards.
Joining an established insurance agency, you will contribute to the overall success of the team through your expertise, dedication to excellent customer service, and proactive approach to problem-solving. The agency offers a supportive and structured environment, with opportunities for ongoing training and career advancement. Working as a Licensed Insurance Customer Service Representative in this agency provides a rewarding path for those passionate about helping others protect what matters most.
Your primary mission will be to engage with clients, understand their unique insurance needs, and deliver accurate, timely information about insurance products and policies. You will be responsible for responding to customer inquiries, processing policy changes, assisting with claims, and clarifying billing concerns. The role requires a blend of technical knowledge, strong interpersonal skills, and the ability to work collaboratively within a dynamic team environment.
As a Licensed Insurance Customer Service Representative, you will be expected to stay current with product changes, industry developments, and licensing requirements. The agency supports continuous learning and encourages its team members to pursue professional growth. With a focus on delivering value-based conversations and remarkable customer experiences, you will help drive the agency’s reputation for reliability and trustworthiness in the insurance market.
If you are a motivated professional seeking a fulfilling career in the insurance sector, this Licensed Insurance Customer Service Representative position presents an excellent opportunity to make a positive impact. Click the application button to take the next step in your career and join a team committed to excellence and customer satisfaction.
Licensed Insurance Customer Service Representative - Summary
- Serve as the primary point of contact for insurance customers, addressing their needs and providing comprehensive service.
- Utilize Property & Casualty and Life & Health licenses to offer accurate insurance guidance and support.
- Contribute to agency growth through value-driven conversations and exceptional customer experiences.
- Work within a collaborative, professional environment with opportunities for ongoing development and advancement.
Duties & Responsibilities
- Establish and maintain strong customer relationships, providing follow-up as necessary to ensure customer satisfaction.
- Deliver prompt, accurate, and friendly service, including responding to inquiries about insurance availability, eligibility, coverage, policy changes, transfers, claims, and billing.
- Utilize a customer-focused, needs-based approach to educate clients on insurance options and recommend appropriate solutions.
- Maintain a high level of professionalism and work ethic in all interactions, demonstrating commitment to the agency’s success.
- Process policy changes, document customer interactions, and provide thorough activity reports to agency leadership.
- Assist with claim submissions, resolve customer concerns, and ensure all service requests are handled efficiently.
- Stay current with product updates, licensing requirements, and industry best practices through ongoing education and training.
- Collaborate with team members to enhance operational effectiveness and deliver a seamless customer experience.
Salary & Benefits
- Competitive base salary with performance-based commission opportunities.
- Paid time off, including vacation, personal time, sick days, and holidays.
- Comprehensive health benefits package.
- Access to a structured training program and ongoing mentorship.
- Opportunities for career growth and advancement within the agency.
Qualifications & Requirements
- Active Property & Casualty license (required).
- Active Life and Health license (required).
- Strong interpersonal and communication skills, including written, verbal, and listening abilities.
- People-oriented, with a passion for delivering quality customer service.
- Excellent organizational skills, attention to detail, and ability to multi-task.
- Self-motivated with a proactive approach to problem-solving.
- Demonstrated ability to work collaboratively within a team environment.
- Proficient in learning and utilizing computer functions relevant to the role.
- Commitment to accuracy, timely completion of tasks, and continual professional development.
Ideal Candidate Snapshot
- Licensed professional with a background in insurance customer service.
- Demonstrates initiative, resourcefulness, and a dedication to helping clients achieve peace of mind through proper insurance coverage.
- Thrives in a fast-paced, team-oriented environment where adaptability and a positive attitude are valued.
- Values integrity, reliability, and a customer-first mindset in all professional interactions.
Other Relevant Information
- This position is with an independent contractor agent, not with the parent insurance company.
- Employment is contingent on successful completion of applicable licensing requirements and training programs.
- Employees of independent contractor agents are not employees of the parent insurance company.
If you are ready to advance your career as a Licensed Insurance Customer Service Representative, apply now by clicking the job application button. Take the next step in joining a team dedicated to delivering exceptional insurance solutions and outstanding customer experiences.