Licensed Insurance Customer Service Representative (P&C)
Location: MILWAUKEE, WI
Job Type: fulltime
Company: Diana Kostal - State Farm Agency
Salary: $42000.0 - $60000.0 per year
Category: Insurance
Job Description Apply Now
The Licensed Insurance Customer Service Representative (P&C) is a critical member of an insurance agency team, dedicated to delivering outstanding client support and fostering long-term relationships with policyholders. This full-time position is ideal for candidates with recent State Farm experience who hold active Property & Casualty and Life & Health insurance licenses. As a Licensed Insurance Customer Service Representative (P&C), you will play a pivotal role in providing exceptional service to clients while supporting the growth and operational success of the agency.
In this role, you will use your expertise in insurance products and agency operations to handle client inquiries, resolve issues, and proactively identify opportunities to better serve customers. Your responsibilities will include engaging with both existing and prospective clients, educating them about insurance options, and ensuring their needs are met with professionalism and care. The Licensed Insurance Customer Service Representative (P&C) position requires a high degree of integrity, discretion, and a genuine commitment to customer satisfaction. Your ability to manage sensitive and confidential information, maintain meticulous records, and collaborate effectively with team members will be key to your success in this dynamic environment.
As part of a reputable independent insurance agency, you will benefit from a supportive work culture, access to continuous learning opportunities, and the potential for career advancement. The agency values team members who are self-motivated, detail-oriented, and proactive in problem-solving. If you are passionate about helping others, skilled in communication, and eager to contribute to a thriving agency, the Licensed Insurance Customer Service Representative (P&C) role is an excellent fit for you.
Licensed Insurance Customer Service Representative (P&C) - Summary- Client-facing role supporting the delivery of insurance services and solutions
- Requires active Property & Casualty and Life & Health licenses
- Ideal for candidates with recent prior State Farm agency experience
- Contributes to agency growth through exceptional customer service and relationship management
- Establish and nurture client relationships, providing follow-up as needed to ensure satisfaction and retention
- Deliver prompt, accurate, and friendly customer service to all policyholders and prospects
- Utilize a needs-based review process to educate clients about available insurance options and recommend appropriate coverage
- Maintain a strong work ethic and demonstrate commitment to agency success daily
- Identify and develop new service opportunities with both current clients and prospective customers
- Handle sensitive and confidential information with the highest level of discretion
- Provide timely and thorough activity reports to the agency principal or manager
- Remain current on product changes, licensing requirements, technical developments, and continuing education
- Competitive base salary with bonus and commission opportunities
- PTO including personal, sick, and vacation days
- Valuable hands-on experience in a dynamic insurance agency setting
- Opportunities for professional growth and advancement within the agency
- Recent prior experience with State Farm or a related insurance agency (required)
- Active Property & Casualty license (required)
- Active Life & Health license (required)
- Excellent interpersonal, written, verbal, and listening skills
- Strong organizational skills and attention to detail
- Demonstrated self-motivation and proactive approach to problem-solving
- Ability to work collaboratively within a team environment
- Proficiency in learning and using agency management software and computer functions
- Dedication to providing outstanding customer service
- Ability to manage multiple tasks and prioritize effectively
- Licensed insurance professional passionate about customer service
- Proven experience in a State Farm agency or similar insurance setting
- Detail-oriented, self-driven, and eager to contribute to agency success
- Adaptable to evolving insurance products and regulatory requirements
- Strong communicator who thrives on building relationships and solving problems
- This position is with an independent contractor agent, not with State Farm Insurance Companies
- Selected candidates must complete all applicable licensing and training requirements
- Agency employees are independent from State Farm Insurance Companies
- The agency is committed to equal opportunity employment and does not discriminate based on any protected characteristic
- Working in this area offers a supportive and collaborative environment for professional growth
If you are motivated to succeed and see yourself thriving as a Licensed Insurance Customer Service Representative (P&C), we encourage you to apply by clicking the job application button today. Take the next step in your career and join a team committed to excellence in customer service and insurance solutions.