Licensed Insurance Customer Service Representative (CSR)
Location: GLENDALE, CA
Job Type: fulltime
Company: Alan Schultz - State Farm Agency
Salary: $43200.0 - $54000.0 per year
Category: Customer Service
Job Description Apply Now
Are you a motivated professional with a passion for delivering exceptional service and building lasting customer relationships? We are seeking a Licensed Insurance Customer Service Representative (CSR) to join our team and contribute to our ongoing growth and success. As a customer-focused team member, you will play a pivotal role in providing support, guidance, and education to clients regarding their insurance needs. This is an outstanding opportunity for individuals who are detail-oriented, dedicated to customer service, and eager to advance their insurance career in a supportive and rewarding environment.
As a Licensed Insurance Customer Service Representative (CSR), you will be responsible for managing client relationships, assisting with insurance inquiries, and providing prompt and accurate information to ensure a positive customer experience. Your primary focus will be to address customer questions related to insurance availability, eligibility, coverage options, policy changes, transfers, claim processes, and billing inquiries. This role requires a strong work ethic, excellent communication abilities, and a proactive approach to solving customer problems while meeting the highest standards of service excellence.
Our office fosters a collaborative and inclusive culture where every team member is valued and encouraged to reach their full potential. This is a full-time position with opportunities for professional development, advancement, and meaningful contributions to the success of our agency. If you possess the required licenses or are willing to obtain them, and you are driven to excel in a dynamic, client-centered environment, we encourage you to apply today by clicking the job application button and taking the next step in your career journey.
Licensed Insurance Customer Service Representative (CSR) - Summary- Serve as the primary point of contact for clients seeking assistance with insurance-related questions and concerns.
- Utilize a needs-based approach to educate and inform clients about available insurance products and options.
- Ensure timely, accurate, and courteous responses to all client inquiries, fostering trust and satisfaction.
- Support the agency’s mission to provide outstanding service and value to every customer interaction.
- Work collaboratively with colleagues in a positive, team-oriented office environment.
- Establish and nurture customer relationships, following up as needed to maintain satisfaction and retention.
- Provide prompt, accurate, and friendly assistance to clients regarding insurance policy changes, eligibility, coverage, transfers, claims, and billing.
- Educate customers about insurance products using a consultative, value-driven approach.
- Maintain a consistently strong work ethic and commitment to achieving daily, monthly, and annual success metrics.
- Stay up-to-date with product changes, licensing requirements, technical advancements, and ongoing education in the insurance industry.
- Generate and submit thorough activity reports to management on a regular basis.
- Demonstrate a proactive and solution-oriented approach to addressing customer issues.
- Support team members and contribute to a positive office culture through effective communication and collaboration.
- Competitive hourly pay structure.
- Monthly sales production bonuses for high achievers.
- Annual appreciation bonus recognizing outstanding performance.
- Paid vacation to support work-life balance.
- Comprehensive major medical insurance coverage.
- Profit Sharing Retirement Plan, fully funded by the agency.
- Valuable on-the-job experience and opportunities for professional growth.
- Potential for advancement within the agency based on performance and commitment.
- Property & Casualty insurance license (or ability to obtain as a condition of employment).
- Life and Health insurance license (or willingness to pursue upon hire).
- Bilingual proficiency is a plus; English/Armenian preferred but not required.
- Outstanding interpersonal and communication skills (written, verbal, and listening).
- People-oriented with a strong customer service mindset.
- Excellent organizational skills and attention to detail.
- Self-motivated and proactive in identifying and solving problems.
- Ability to work independently and as part of a collaborative team.
- Proficient in using computer systems and learning new technologies.
- Demonstrated ability to multitask and prioritize tasks effectively.
- Commitment to ongoing professional development and staying current with industry standards.
- Licensed or willing to become licensed in Property & Casualty and Life & Health insurance.
- Enjoys engaging with clients, providing solutions, and building long-term relationships.
- Thrives in a fast-paced, customer-driven environment.
- Detail-oriented, highly organized, and dependable.
- Demonstrates a collaborative spirit and positive attitude.
- Open to ongoing learning and growth within the insurance sector.
- This position is part of an independent contractor agency and not directly employed by the parent insurance company.
- All employees must successfully complete all licensing and training requirements as outlined by the agency and regulatory bodies.
- The agency is committed to creating a diverse and inclusive workplace, welcoming applicants from all backgrounds and experiences.
- Employees have access to ongoing training, mentorship, and resources to help them achieve their career goals.
- Applicants are encouraged to apply by clicking the job application button and taking the first step toward joining our dynamic team.
Equal Opportunity Employer Statement: This position is with an independent contractor agent, not with the parent insurance company. Employees must be able to successfully complete any applicable licensing requirements and training programs. Independent contractor agents hire their own employees, and their employees are not employees of the parent company.