Licensed Insurance Customer Service Representative (P&C, Life & Health)
Location: Danville, CA
Job Type: fulltime
Company: State Farm Agency - Danville/Alamo
Salary: $65000.0 - $100000.0 per year
Category: Insurance
Job Description Apply Now
The role of Licensed Insurance Customer Service Representative (P&C, Life & Health) is central to delivering outstanding support and guidance to insurance clients. As a valued member of an independent insurance agency team, the Licensed Insurance Customer Service Representative (P&C, Life & Health) is responsible for fostering strong customer relationships, handling inquiries, and ensuring client satisfaction through exceptional service. Holding an active Property and Casualty license is essential, and candidates must either possess or be able to obtain a Life and Health insurance license. This position offers the opportunity to help clients understand their insurance options, address their coverage needs, and contribute to the agency’s growth by providing remarkable customer experiences. The Licensed Insurance Customer Service Representative (P&C, Life & Health) is an integral part of a supportive and dynamic team dedicated to serving the community with integrity and professionalism.
In this full-time position, the Licensed Insurance Customer Service Representative (P&C, Life & Health) plays a vital role in maintaining the agency’s reputation for excellence. The position calls for an energetic and proactive professional who thrives in a fast-paced environment, values accuracy, and enjoys working collaboratively. As a representative of a leading insurance provider, you will engage in value-based conversations, educate clients about policy coverage, and help them make informed decisions to protect their assets and loved ones. The Licensed Insurance Customer Service Representative (P&C, Life & Health) actively contributes to the agency’s success and supports the mission of providing personalized insurance solutions tailored to each customer’s needs.
The agency offers a supportive environment with opportunities for professional growth and advancement. As a Licensed Insurance Customer Service Representative (P&C, Life & Health), you will have access to valuable experience, training resources, and potential incentives for outstanding performance. The agency’s commitment to employee development ensures that each team member remains up-to-date with industry changes, technical developments, and licensing requirements. If you are dedicated to delivering exceptional customer service and eager to advance your insurance career, this opportunity as a Licensed Insurance Customer Service Representative (P&C, Life & Health) is an excellent fit.
Licensed Insurance Customer Service Representative (P&C, Life & Health) - Summary- Serve as a key point of contact for insurance clients, providing prompt and accurate support
- Utilize active Property and Casualty license, with Life and Health license required or obtainable
- Engage in value-based conversations and educate clients about insurance products and coverage options
- Support agency growth and client retention through exceptional customer service
- Establish and nurture customer relationships, providing ongoing support and follow-up as needed
- Respond to client inquiries regarding policy availability, eligibility, coverage, changes, claim submissions, and billing
- Conduct needs-based reviews to guide customers in selecting appropriate insurance solutions
- Maintain a customer-focused approach and strong work ethic, ensuring daily commitment to excellence
- Collaborate with team members to achieve agency goals and deliver seamless service
- Stay informed about product updates and industry trends through ongoing training and education
- Provide timely and comprehensive activity reports to the agency leadership
- Base salary with additional commission and/or bonus incentives for exceptional performance
- Paid time off, including vacation and personal/sick days
- Potential access to childcare, auto allowance, and medical benefits, depending on agency offerings
- Opportunity to gain valuable industry experience
- Growth and advancement potential within the agency
- Active Property & Casualty insurance license (required)
- Life and Health insurance license (required or ability to obtain promptly)
- Excellent interpersonal, written, verbal, and listening communication skills
- Strong people-oriented mindset with a commitment to customer satisfaction
- Exceptional organizational skills, attention to detail, and the ability to multi-task
- Self-motivated with proactive problem-solving abilities
- Ability to work effectively both independently and as part of a team
- Competence in learning and using computer systems relevant to the role
- Dedication to continuous professional development and compliance with licensing requirements
- Energetic and customer-focused, with a desire to help clients protect what matters most
- Detail-oriented and committed to delivering work accurately and efficiently
- Effective communicator, adept at building rapport and trust with diverse clientele
- Proactive, organized, and adaptable in a dynamic work environment
- Driven to succeed and contribute positively to the agency’s mission and culture
- This position is with an independent insurance agency, not with the parent insurance company
- Employment is contingent upon successful completion of applicable licensing requirements and training programs
- Agency employees are not employees of the parent insurance corporation
- The agency is an Equal Opportunity Employer and encourages applications from individuals of all backgrounds and experience levels
Take the next step in your insurance career by applying for the Licensed Insurance Customer Service Representative (P&C, Life & Health) position. Click the job application button to submit your resume and join a team dedicated to excellence and client satisfaction.