Licensed Customer Service Representative

Description

State Farm agency experience is preferred and overall compensation will be based on overall experience in the insurance field. You must have and active insurance license or obtain licensing in Property and Casualty to be considered for the role.

We are looking for Licensed Insurance Sales and Customer Service professionals to take care of our current customers in a service capacity. You must love people and be able to solve problems quickly!

If you are a motivated self-starter then this is your opportunity for a rewarding career with excellent income and growth potential. As a Customer Relations Representative, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit.

You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We have available positions in both Sales and Service roles.

• Includes a monthly bonus plan, 401k plus match, ability to earn a paid trip for you plus one, flexible schedule, paid time off, insurance stipend, training & development, opportunities for advancement, PTO, health insurance available.
• Fun, positivity-forward work culture. We enjoy helping people, and it shows!
• Office outings several times per year, including office lunches, etc.
• Our agency is also deeply rooted in the community, partnering with select nonprofits and hosting financial wellness workshops. We are proud of our award-winning office culture—one that emphasizes growth, positive team chemistry, and high expectations.

• Manage inbound and outbound calls to address customer inquiries and concerns.
• Provide accurate information regarding products and services while maintaining high standards of phone etiquette.
• Perform data entry tasks to update customer records and track interactions.
• Analyze customer feedback and provide insights for service improvement.
• Assist customers with troubleshooting issues and provide effective solutions.
• Collaborate with team members to enhance overall customer satisfaction.
• Maintain a professional demeanor while handling challenging situations.

Property and Casualty License (Life and Health preferred as well)

• State Farm experience preferred, insurance experience is a bonus.
• Must be able to solve problems quickly and be good with basic computer functions as this role has a lot of note taking!
• Excellent communication skills - written, verbal and listening
• Self‑motivated
• Ability to multi‑task
• Ability to effectively relate to a customer
• Ability to work in a fast‑paced, team friendly environment
• Must have the ability to carry out daily responsibilities without supervision
• Dedicated to customer service
• Able to effectively relate to a customer, answer their questions, and anticipate their needs.
• Excellent communication skills to assist customers and coordinate with other agency team members

If you’re driven to make an impact and grow alongside a committed team, we’d love to hear from you! We will follow up with you on the next steps in the interview process.