Licensed Insurance Customer Service Representative
Location: PLEASANTON, CA
Job Type: fulltime
Company: AJ Abdelkhalek - State Farm Agency
Salary: $52000.0 - $72000.0 per year
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative (P&C, Life & Health)
Are you a Licensed Insurance Customer Service Representative seeking an opportunity to make a difference in a dynamic insurance agency environment? Our team is looking for a motivated and detail-oriented professional with active Property and Casualty (P&C) and Life and Health licenses to provide exceptional customer service and contribute to our agency’s continued growth and success. This position offers a robust career path for individuals passionate about helping clients protect what matters most.
As a Licensed Insurance Customer Service Representative, you will play a vital role in supporting our agency’s mission by delivering a remarkable customer experience, ensuring prompt and accurate service, and maintaining compliance with industry standards. This full-time position requires on-site presence and offers an engaging team environment where your expertise and customer-focused approach will be highly valued. The role is ideal for individuals with a strong work ethic, commitment to professional development, and a genuine interest in insurance services.
Working in Pleasanton, CA, you will benefit from the area's vibrant community and supportive business atmosphere, enhancing your day-to-day professional experience. Our agency fosters a collaborative setting where growth potential and advancement are integral to our culture. You will have the opportunity to utilize your skills, build lasting customer relationships, and contribute to the agency's positive reputation in the insurance industry.
In this role, you will be responsible for managing client interactions, responding to insurance inquiries, processing policy changes, and providing comprehensive support on insurance products. You will educate customers on available coverage options, assist with claims and billing questions, and proactively address client needs. Your ability to communicate effectively, analyze customer requirements, and maintain detailed records will ensure a seamless service experience for every client you interact with.
We are committed to providing our team members with the resources and support needed for professional growth. You will receive a competitive base salary, paid time off for vacation and personal days, and access to valuable training and development opportunities. Our agency values employees who are dedicated to ongoing learning, technical advancement, and staying informed about industry changes and product updates.
To excel as a Licensed Insurance Customer Service Representative, you must hold active Property and Casualty as well as Life and Health insurance licenses. Strong interpersonal and communication skills, organizational abilities, and a high level of motivation are essential for success in this position. We seek candidates who are detail-oriented, proactive problem solvers, and thrive in a team environment. Experience with customer service, insurance software, and multi-tasking in a fast-paced setting is highly beneficial.
If you are ready to advance your insurance career and contribute to a leading agency, we encourage you to apply today by clicking the job application button. Join our team and become an integral part of an organization dedicated to delivering outstanding service and value to our clients.
Licensed Insurance Customer Service Representative - Summary- Provide excellent customer service for Property & Casualty and Life & Health insurance products
- Build and maintain strong client relationships through effective communication and follow-up
- Support agency growth by identifying client needs and offering appropriate insurance solutions
- Maintain compliance with licensing requirements and industry regulations
- Collaborate with team members to achieve agency goals
- Establish and nurture customer relationships with timely follow-up
- Respond to inquiries regarding coverage options, policy changes, billing, claims, and eligibility
- Use a needs-based review process to educate clients about insurance products
- Ensure prompt, accurate, and friendly service at all times
- Provide thorough and timely activity reports to agent
- Remain informed about product changes, licensing, and continuing education
- Competitive base salary
- PTO, including vacation and personal/sick days
- Opportunities for professional growth and advancement within the agency
- Supportive team environment and valuable industry experience
- Active Property & Casualty license (required)
- Active Life and Health license (required)
- Excellent written, verbal, and listening communication skills
- Strong organizational and interpersonal skills
- Ability to multi-task and prioritize in a fast-paced environment
- Detail-oriented and proactive in problem solving
- Experience working in a team setting
- Commitment to ongoing professional development
- Motivated and energetic insurance professional
- People-oriented with a passion for customer service
- Dependable, self-motivated, and goal-driven
- Pride in delivering work accurately and on time
- Eager to learn and adapt to new challenges
- This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
- Employees must meet all applicable licensing and training requirements.
- State Farm agents are independent contractors and hire their own employees.
- Employees of State Farm agent offices are not employees of State Farm Insurance Companies.
- We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.
Take the next step in your insurance career and apply now to become a valued member of our agency team!