Licensed Insurance Customer Service Representative (CSR)
Location: Tulsa, OK
Job Type: fulltime
Company: Cathy Warren - State Farm Agency
Salary: $30000.0 - $55000.0 per year
Category: Insurance
Job Description Apply Now
The role of Licensed Insurance Customer Service Representative (CSR) is a key position within an insurance agency, focused on providing outstanding customer support to clients while ensuring their insurance needs are met efficiently and professionally. As a Licensed Insurance Customer Service Representative (CSR), you will work closely with both clients and team members to foster strong relationships, answer inquiries, assist with policy updates, and support the overall mission of the agency. This full-time opportunity is ideal for individuals who thrive in a customer-centric environment, excel at multitasking, and are eager to grow within the insurance field.
As a Licensed Insurance Customer Service Representative (CSR), you will serve as the primary point of contact for clients, handling a wide range of service-related tasks. Your responsibilities will include responding to client questions about insurance products, processing policy changes, and assisting with claims. You will work collaboratively with other team members, including part-time associates, to ensure clients receive timely and accurate information. This role offers a unique opportunity to learn from experienced professionals and to develop your skills in a supportive and dynamic workplace.
Clients rely on the expertise of a Licensed Insurance Customer Service Representative (CSR) to guide them through policy details, coverage options, billing inquiries, and claim procedures. Your ability to communicate clearly and to provide value-based recommendations is essential to delivering a high-quality customer experience. The agency values individuals who demonstrate a strong work ethic, attention to detail, and a proactive approach to problem-solving. You will be expected to maintain thorough knowledge of insurance products and to remain current with industry developments, licensing requirements, and technical advancements.
In addition to delivering exceptional service, the Licensed Insurance Customer Service Representative (CSR) role includes administrative tasks such as generating reports, updating records, and supporting office operations. You may also have opportunities to engage in sales-related activities, contributing to the agency’s growth and success. Advancement within the agency is possible for individuals who consistently demonstrate commitment, initiative, and professionalism. If you are motivated to succeed, dedicated to helping others, and looking for a rewarding career in the insurance industry, apply now to join our team as a Licensed Insurance Customer Service Representative (CSR).
Licensed Insurance Customer Service Representative (CSR) - Summary- Provide customer service and support for insurance clients
- Communicate policy details, coverage options, and respond to inquiries
- Assist with policy changes, claims, billing, and eligibility questions
- Collaborate with team members to ensure seamless service
- Maintain up-to-date knowledge of insurance products and industry standards
- Establish and maintain strong customer relationships through regular follow-up
- Deliver prompt, accurate, and friendly service to all clients
- Educate clients about available insurance options using a customer-focused approach
- Process policy changes, transfers, and claim submissions efficiently
- Clarify billing statements and resolve client concerns
- Support front desk and receptionist duties as needed
- Generate timely and thorough activity reports for management
- Participate in continuing education and stay current with licensing and product updates
- Demonstrate commitment to organizational goals and customer satisfaction
- Work collaboratively with part-time associates and step in to assist clients when required
- Competitive salary with potential for bonuses
- PTO including vacation, personal, and sick days
- Paid major holidays
- Opportunities for professional growth and advancement within the agency
- Valuable hands-on experience in the insurance industry
- Active Property & Casualty insurance license required
- Must pass a background check
- High school diploma or GED; candidates must be at least 18 years old
- Excellent interpersonal and communication skills (written, verbal, listening)
- Strong organizational skills and attention to detail
- Self-motivated, proactive, and able to work both independently and as part of a team
- Ability to multitask and manage competing priorities
- Proficiency with computer programs such as Microsoft Word, Excel, Outlook; experience with Enterprise Customer Relationship Management (ECRM) systems and Policy Center is a plus
- Dedication to providing exceptional customer service
- Commitment to accuracy and timely completion of tasks
- Licensed professional with a passion for customer service
- Thrives in a fast-paced, dynamic environment
- People-oriented and dedicated to helping others
- Detail-driven and committed to high standards of accuracy
- Resilient, adaptable, and eager to embrace new challenges
- Demonstrates initiative and a proactive approach to solving problems
- Collaborative team player who supports colleagues and clients alike
- This position is with an independent insurance agency and not directly with the parent insurance company.
- Employment is contingent upon meeting all applicable licensing requirements and completing required training programs.
- The agency provides a supportive environment for professional development and skill enhancement.
- Applicants who are motivated and ready to make a positive impact are encouraged to apply by clicking the job application button.
If you are enthusiastic about delivering quality service and are interested in a rewarding career as a Licensed Insurance Customer Service Representative (CSR), we invite you to submit your application and take the next step toward joining our team!
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. Employees of agents are not employees of the parent insurance company.