Licensed Insurance Customer Service Representative (P&C/L&H)
Location: SAN CLEMENTE, CA
Job Type: fulltime
Company: Chris Dolkas - State Farm Agency
Salary: $46000.0 - $60000.0 per year
Category: Insurance
Job Description Apply Now
Are you a dedicated, licensed insurance professional seeking a dynamic opportunity in a reputable insurance agency? We are hiring a Licensed Insurance Customer Service Representative (P&C/L&H) for a full-time, in-office position in San Clemente, CA. This role requires strong communication skills, proactive relationship-building, and a passion for providing exceptional customer care within a fast-paced environment. As part of our team, you will leverage your active Property & Casualty license and either hold or be willing to obtain a Life & Health license to support our valued clients with their insurance needs.
Our agency values professionals who are detail-oriented, organized, and enjoy helping others. If you thrive on delivering friendly, accurate service and want to grow your career, we encourage you to apply for the Licensed Insurance Customer Service Representative (P&C/L&H) position. Working in San Clemente, CA offers a vibrant community atmosphere and an excellent place to develop your professional skills while contributing to our team’s success.
Licensed Insurance Customer Service Representative (P&C/L&H) - SummaryThe Licensed Insurance Customer Service Representative (P&C/L&H) is responsible for supporting clients with their insurance policies, answering inquiries, and assisting with policy changes and claims. This key team member helps build lasting relationships, ensures client satisfaction, and contributes to the agency’s reputation for outstanding service. The position is full-time and based in our San Clemente, CA office, requiring a current Property & Casualty license and the ability to obtain a Life & Health license within 60 days if not already held.
Duties & Responsibilities- Build and maintain strong, long-term relationships with clients through consistent, proactive communication and support.
- Respond promptly and accurately to client inquiries regarding policy coverages, billing, claims, and policy adjustments.
- Guide clients through insurance options using a needs-based, consultative approach to ensure their coverage aligns with their requirements.
- Document client interactions and follow up on outstanding issues to provide seamless service and organized support.
- Meet daily, weekly, and monthly goals by maintaining a strong work ethic and positive attitude.
- Collaborate with team members to maximize client satisfaction and agency performance.
- Stay up-to-date with insurance products, industry trends, and continuing education requirements to maintain licensure and professional expertise.
- Competitive base pay with bonus and commission earning potential.
- Comprehensive benefits package including health, dental, life insurance, and retirement plan.
- PTO for vacation, personal, and sick days to support work-life balance.
- Opportunities for career advancement and professional growth within the agency.
- Valuable on-the-job experience in a highly respected insurance agency environment.
- Active Property & Casualty insurance license (required).
- Life & Health license (or ability to obtain within 60 days of hire).
- Bilingual Spanish language skills are a plus but not required.
- Strong verbal and written communication skills to interact effectively with clients and team members.
- Attention to detail, dependable, and able to multi-task efficiently in a busy office setting.
- Self-motivated with excellent problem-solving skills and a commitment to accuracy.
- Dedication to ongoing professional development and maintaining required licensing and product knowledge.
- Enthusiastic about helping others and providing high-quality customer service.
- Organized, reliable, and able to manage multiple priorities effectively.
- Enjoys working collaboratively in a supportive team environment.
- Motivated to achieve personal and team goals through consistent performance.
- Willing to stay current with continuing education and industry best practices.
- This position is offered by an independent contractor agent and not directly with the parent insurance company.
- Employment is with the agency and subject to its hiring policies and procedures.
- The agency is committed to providing equal employment opportunities to all qualified individuals regardless of race, color, religion, sex, national origin, age, disability, or any other legally protected status.
If you are eager to advance your career as a Licensed Insurance Customer Service Representative (P&C/L&H) in San Clemente, CA and are passionate about delivering outstanding customer experiences, we invite you to apply today by clicking the job application button. Join our team and make a meaningful impact in the lives of our clients!