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Licensed Insurance Customer Service Representative
Location: Huntington Beach, CA
Job Type: fulltime
Company: Carl Ferraro - State Farm Agency
Salary: $60000.0 - $90000.0 per year
Category: Insurance
The role of Licensed Insurance Customer Service Representative is a dynamic and client-focused opportunity designed for individuals who hold active insurance licenses and are passionate about delivering exceptional customer experiences. As a key member of a reputable insurance agency, you will be responsible for supporting policyholders by addressing their inquiries, providing detailed policy information, and ensuring seamless service throughout every interaction. This position is ideal for professionals who thrive in fast-paced environments and are committed to fostering positive client relationships within the insurance sector.
The Licensed Insurance Customer Service Representative position involves working closely with clients to understand their insurance needs and guiding them through the available coverage options. The role requires a high level of attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently. Whether responding to questions about policy changes, assisting with claims, or educating customers about different insurance solutions, you will play an essential part in building trust and loyalty among clients.
This full-time opportunity offers a blend of administrative, consultative, and sales support duties, all centered around delivering outstanding customer service. The agency's collaborative atmosphere supports professional growth and career advancement for dedicated team members. The agency is located in the vibrant community of Huntington Beach, CA, which provides a supportive and energetic work environment for insurance professionals.
Licensed Insurance Customer Service Representative - Summary
- Support clients with insurance inquiries and policy servicing as a Licensed Insurance Customer Service Representative.
- Work on-site in a professional insurance agency setting, engaging with clients and team members daily.
- Contribute to the agency’s success by delivering value-based customer interactions and maintaining high service standards.
- Opportunity for career growth and professional development within a respected insurance agency.
Duties & Responsibilities
- Establish and maintain strong customer relationships through proactive communication and follow-up.
- Provide accurate, prompt, and friendly customer service regarding policy availability, eligibility, coverage options, policy changes, claim submissions, and billing inquiries.
- Utilize a needs-based consultative approach to educate clients about insurance products and recommend appropriate coverage solutions.
- Demonstrate a strong work ethic and commitment to daily success and client satisfaction.
- Prepare thorough activity reports and communicate progress to agency management.
- Stay current with product updates, insurance regulations, and industry developments to ensure clients receive informed and compliant service.
- Collaborate effectively with team members to achieve agency goals and deliver a seamless client experience.
Salary & Benefits
- Competitive base salary complemented by an attractive commission program.
- Bonus potential for top-performing representatives.
- Paid time off for personal days and recognized holidays.
- Travel opportunities associated with professional development and agency events.
- Opportunities for advancement and growth within the agency for dedicated professionals.
Qualifications & Requirements
- Active Property & Casualty insurance license required; Life and Health license preferred.
- Proven ability to provide exceptional service and build rapport with diverse clients.
- Outstanding written, verbal, and listening communication skills.
- Strong organizational capabilities and attention to detail.
- Self-motivated and proactive in problem-solving and task completion.
- Proficiency with computer systems and ability to learn new software applications.
- Team-oriented mindset and ability to multitask effectively in a collaborative environment.
- Commitment to ongoing professional development, including continuing education and staying up-to-date with industry standards and licensing requirements.
Ideal Candidate Snapshot
- Licensed in Property & Casualty insurance and ideally Life and Health insurance.
- Detail-oriented, highly organized, and dedicated to exceeding client expectations.
- Communicates clearly and professionally in both written and verbal formats.
- Proactive, self-driven, and adept at managing multiple priorities in a fast-paced setting.
- Thrives as part of a team while also taking initiative independently.
- Demonstrates pride in work and a commitment to the agency’s mission and values.
Other Relevant Information
- This is an in-office role, requiring reliable transportation to the agency location in Huntington Beach, CA.
- Employees of State Farm agents must successfully complete all applicable licensing and training requirements.
- This position is with an independent State Farm contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents are not employees of State Farm.
- The agency supports an inclusive, diverse, and equitable workplace, complying with all EEOC and professional standards.
If you are ready to take the next step in your insurance career, apply today for the Licensed Insurance Customer Service Representative role by clicking the job application button. Join a team that values your expertise and is committed to your professional growth!