Licensed Insurance Customer Service Representative
Location: Cedar Park, TX
Job Type: fulltime
Company: STATE FARM AGENCY, Lakeway, TX
Salary: $50000.0 - $75000.0 per year
Category: Insurance
Job Description Apply Now
Licensed Insurance Customer Service Representative
Are you a proactive professional with a passion for delivering exceptional customer service in the insurance industry? We are seeking a Licensed Insurance Customer Service Representative (CSR) to join a dynamic team supporting a leading insurance agency. As a Licensed Insurance Customer Service Representative, you will play a crucial role in fostering strong relationships with clients, ensuring their insurance needs are met, and contributing to the overall growth and reputation of the agency. This is an excellent opportunity for individuals with active Property and Casualty as well as Life and Health licenses who are committed to providing remarkable service and value-based guidance to clients.
The Licensed Insurance Customer Service Representative position offers a rewarding environment where customer satisfaction, professionalism, and expertise are highly valued. Working within a supportive team, you will engage directly with policyholders, respond to inquiries, and provide guidance on policy options in a manner that builds trust and loyalty. Your ability to communicate clearly, solve problems proactively, and maintain detailed records will be essential to your success in this role.
As a Licensed Insurance Customer Service Representative, you will have the chance to make a significant impact by helping clients navigate insurance processes, educating them on coverage choices, and ensuring their experiences exceed expectations. The role is designed for those who thrive in a fast-paced, client-focused setting and are eager to advance their knowledge and skills within the insurance sector.
Licensed Insurance Customer Service Representative - Summary- Client-facing role requiring active Property and Casualty, and Life and Health insurance licenses
- Focus on delivering high-quality customer service and policy education
- Integral part of a successful insurance agency’s team
- Opportunities for career growth and skill development
- Establish and nurture positive relationships with clients by providing ongoing support and communication
- Deliver prompt, accurate, and friendly service in response to inquiries related to insurance availability, eligibility, policy changes, transfers, billing, and claims
- Utilize a needs-based approach to educate customers about available insurance products and coverage options
- Follow up with clients as necessary to ensure satisfaction and address any outstanding issues
- Maintain a strong work ethic and a commitment to achieving daily and long-term goals
- Prepare and submit thorough reports and activity updates to agency management
- Stay current with product changes, licensing requirements, technical advancements, and ongoing professional education
- Work collaboratively with team members to achieve agency objectives and maintain a positive work environment
- Demonstrate attention to detail and accuracy in all customer interactions and documentation
- Manage multiple tasks efficiently while prioritizing customer needs
- Competitive base salary with potential for bonus incentives
- PTO, including vacation and personal/sick days
- On-the-job experience and skill development
- Opportunities for advancement and growth within the agency
- Active Property and Casualty insurance license (required)
- Active Life and Health insurance license (required)
- Excellent interpersonal skills and a customer-first mindset
- Strong written, verbal, and listening communication abilities
- Demonstrated organizational skills and attention to detail
- Self-motivated and proactive approach to problem-solving
- Ability to work effectively in a team environment
- Comfort with learning and utilizing agency computer systems and software
- Commitment to ongoing professional development and staying current with industry trends
- Licensed professional with a passion for helping others navigate insurance options
- Strong commitment to delivering outstanding customer experiences
- Ability to handle multiple priorities with accuracy and efficiency
- Adaptable, coachable, and eager to learn new concepts
- Collaborative team player dedicated to meeting and exceeding agency goals
- This position is with an independent contractor agent, not with the parent insurance company
- Employment is contingent upon successful completion of all licensing and training requirements
- All employees must adhere to agency policies and uphold industry standards for ethical conduct
- The agency is committed to providing an inclusive, supportive, and growth-oriented workplace
If you are a motivated, licensed insurance professional who is ready to take the next step in your career, we invite you to apply for the Licensed Insurance Customer Service Representative position. Click the job application button to join a team that values your expertise and commitment to customer service. Take this opportunity to grow your career in a supportive and dynamic environment. We look forward to receiving your application and discussing your potential to contribute to our agency’s success.
Legal Disclaimer: This position is with an independent contractor agent, not with the parent insurance company. Employees of agents must be able to successfully complete any applicable licensing requirements and training programs. Agents are independent contractors who hire their own employees. Agent employees are not employees of the parent insurance company.