Return To Search
Licensed Insurance Customer Service Representative (CSR)
Location: ANDERSON, SC
Job Type: fulltime
Company: Terence Hassan - State Farm Agency
Salary: $40000.0 - $65000.0 per year
Category: Insurance
The role of Licensed Insurance Customer Service Representative (CSR) is essential for supporting the operations of a successful insurance agency. As a Licensed Insurance Customer Service Representative (CSR), you will use your active Property and Casualty license, and ideally your Life and Health license, to deliver exemplary customer service and help clients understand their insurance needs. This full-time position offers you the chance to join a dedicated, professional team, where your commitment to outstanding customer service and your drive to help others will be highly valued. By engaging in value-based conversations and ensuring a remarkable customer experience, you become a key contributor to the agency’s success and growth.
In this Licensed Insurance Customer Service Representative (CSR) position, you will establish and nurture relationships with clients, providing ongoing support and expert guidance to ensure their insurance needs are met accurately and efficiently. You will respond to inquiries about insurance products, clarify policy details, and assist with claims, policy changes, and billing questions. Your role will also involve educating clients on available insurance options through a customer-focused and needs-based review process, helping them make informed decisions to protect their assets and loved ones. With your strong communication and organizational skills, you’ll serve as a reliable point of contact for customers, delivering prompt and friendly assistance in every interaction.
The agency values a proactive approach to client service, and as a Licensed Insurance Customer Service Representative (CSR), you will be expected to maintain a high work ethic and a commitment to daily success. You’ll also be encouraged to keep up with product changes, technical developments, and continuing education, ensuring you remain at the forefront of industry best practices. This position offers a supportive environment where you can gain valuable experience, enjoy opportunities for advancement, and contribute meaningfully to the agency’s mission. If you are motivated, detail-oriented, and passionate about delivering remarkable customer experiences, this role is an excellent step in your insurance career. Take the next step by clicking the job application button and start building your future as a Licensed Insurance Customer Service Representative (CSR).
Licensed Insurance Customer Service Representative (CSR) - Summary
- Deliver exceptional customer service as a Licensed Insurance Customer Service Representative (CSR) within a dynamic insurance agency.
- Utilize your Property and Casualty license, and ideally your Life and Health license, to address client needs and inquiries.
- Support business growth by engaging in value-based conversations and building strong client relationships.
Duties & Responsibilities
- Establish and maintain customer relationships, providing ongoing support and follow-up as needed.
- Respond promptly and accurately to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Educate customers about insurance options using a needs-based review process.
- Demonstrate a strong work ethic with a daily commitment to achieving results.
- Provide timely and thorough activity reports to agency leadership.
- Stay current with changes in insurance products, licensing requirements, and technical developments through ongoing education.
- Work collaboratively with team members to ensure customer satisfaction and agency success.
Salary & Benefits
- Competitive base salary with opportunities for bonus and commissions.
- PTO including paid vacation and personal/sick days.
- Retirement plan to help you secure your financial future.
- Valuable hands-on experience in the insurance industry.
- Potential for growth and advancement within the agency.
Qualifications & Requirements
- Active Property & Casualty Insurance license required.
- Life and Health Insurance license preferred.
- Excellent interpersonal, written, and verbal communication skills.
- Strong organizational skills and attention to detail.
- Ability to proactively solve problems and manage multiple tasks effectively.
- Self-motivated, people-oriented, and dedicated to delivering outstanding customer service.
- Proficiency with computer functions and agency management systems.
- Ability to work collaboratively in a team environment.
- Pride in accurate and timely completion of work assignments.
Ideal Candidate Snapshot
- Holds an active Property and Casualty license (Life and Health license is a plus).
- Demonstrates strong communication, organizational, and problem-solving skills.
- Has a customer-focused mindset with a passion for helping others.
- Thrives in a fast-paced, team-oriented environment.
- Is detail-oriented, proactive, and motivated to achieve daily success.
- Shows a willingness to pursue ongoing professional development.
Other Relevant Information
- This position is with an independent insurance agency contractor and not with the parent insurance company.
- Employees must successfully complete all applicable licensing requirements and training programs.
- Agency employees are not employees of the parent insurance company.
- The agency offers a supportive work environment with opportunities for professional growth and advancement.
- Apply now by clicking the job application button to take the next step in your insurance career as a Licensed Insurance Customer Service Representative (CSR).
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.