Customer Service Representative (CSR)

Matt Sipowski Ins. Inc.; Boca Raton (FL); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

PTO

Career growth

Job summary

gobravvo in Boca Raton, FL is seeking a dedicated Customer Service Representative (CSR) to manage high-volume client interactions, educate on insurance options, and ensure prompt, friendly service. You will be part of a collaborative team focused on client satisfaction and ongoing growth within the insurance field.

Ideal candidates communicate clearly, are proactive problem-solvers, and thrive in a fast-paced environment.

Qualifications

• Reliable transportation to the Boca Raton, FL location.
• Preferred: Sales experience (inside/outside/telemarketing).
• Exceptional written, verbal, and listening communication skills.
• Self-motivated and detail-oriented with strong organizational skills.
• Proactive approach to problem-solving and customer service.
• Ability to work collaboratively in a team environment.
• Strong aptitude for assessing customer needs and conducting effective interviews.
• Ability to relate to customers and build rapport quickly.
• Must be able to obtain the Florida 4-40 Customer Service Representative license.

Responsibilities

• Respond to high-volume phone calls, greet clients, and serve as the first point of contact.
• Develop and maintain strong customer relationships by following up and addressing client needs.
• Provide prompt, accurate, and friendly service, including inquiries about insurance products, eligibility, coverage, and billing.
• Educate clients about available insurance options and guide their decision-making.
• Document all customer interactions accurately in the agency management system.
• Support agency marketing initiatives with outbound telemarketing as needed.
• Collaborate with team members to resolve client issues and ensure a seamless experience.
• Assist with administrative duties, such as processing paperwork and maintaining records.
• Stay current on insurance products, regulations, and agency procedures through training.

Skills

Exceptional communication skills

Self-motivated

Detail-oriented

Proactive problem solving

Team player

Job description

Are you passionate about helping others and skilled at building strong customer relationships? We are seeking a dedicated Customer Service Representative (CSR) to join our team and deliver exceptional service experiences. This Customer Service Representative (CSR) position offers the opportunity to work with a well-established insurance agency, providing vital support to customers and contributing to the overall success of the organization. Located in Boca Raton, FL, this full-time role is ideal for individuals with a commitment to client satisfaction and a desire to grow their careers in the insurance industry.

As a Customer Service Representative (CSR) in Boca Raton, FL, you will play a key role in managing high-volume customer interactions, supporting a diverse range of client needs, and helping educate customers about insurance options. You will become an integral part of a supportive team, working collaboratively to ensure that every client receives prompt, accurate, and friendly service. This role is perfect for someone who enjoys problem-solving, has a proactive attitude, and is excited by the prospect of continuous professional development.

The Customer Service Representative (CSR) position offers a unique blend of telemarketing and customer support responsibilities. You will be the first point of contact for new and existing clients, handling inquiries, resolving concerns, and ensuring a seamless client experience. Working in Boca Raton, FL, you’ll benefit from being part of a vibrant local community while developing valuable skills in a dynamic and growing field. If you’re ready to take the next step in your customer service career and want to make a tangible impact, this opportunity is for you.

Customer Service Representative (CSR) - Summary

• Full-time position supporting insurance clients as a Customer Service Representative (CSR).
• Located in Boca Raton, FL, offering opportunities to work in a professional, client-focused environment.
• Ideal for individuals with strong communication skills and a customer-centric mindset.
• Opportunities for career growth and advancement within the agency.

Duties & Responsibilities

• Respond to high-volume phone calls, warmly greet clients, and serve as the first point of contact.
• Develop and maintain strong customer relationships by following up and addressing client needs as required.
• Provide prompt, accurate, and friendly service, including answering inquiries about insurance products, eligibility, coverage, policy changes, transfers, claim submissions, and billing questions.
• Use a customer-focused, needs-based approach to educate clients about available insurance options and guide them through the decision-making process.
• Document all customer interactions accurately in the agency management system.
• Support agency marketing initiatives by participating in outbound telemarketing efforts as needed.
• Collaborate with team members to resolve client issues and ensure a seamless customer experience.
• Assist with administrative duties, such as processing paperwork, maintaining records, and managing correspondence.
• Stay current on insurance products, industry regulations, and agency procedures through ongoing training.

Salary & Benefits

• Competitive base salary for the Customer Service Representative (CSR) role.
• PTO (paid time off) including vacation and personal/sick days.
• Valuable experience in the insurance industry, enhancing your professional development.
• Opportunities for career growth and advancement within the agency.

Qualifications & Requirements

• Reliable transportation to the agency location in Boca Raton, FL.
• Preferred: Sales experience (inside sales, outside sales, retail sales associate, or telemarketing).
• Exceptional communication skills—written, verbal, and listening.
• Self-motivated and detail-oriented with strong organizational skills.
• Proactive approach to problem-solving and customer service.
• Ability to work collaboratively in a team environment.
• Strong aptitude for assessing customer needs and conducting effective interviews.
• Ability to relate to customers and build rapport quickly.
• Must be able to obtain the Florida 4-40 Customer Service Representative license.

Ideal Candidate Snapshot

• Thrives in a fast-paced, client-facing environment and enjoys helping others.
• Demonstrates professionalism, empathy, and a genuine desire to assist clients.
• Eager to learn and grow within the insurance field.
• Comfortable adapting to new technologies and procedures.
• Seeks to contribute positively to a supportive and collaborative team atmosphere.

Other Relevant Information

• This Customer Service Representative (CSR) position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
• Employees of State Farm agents must successfully complete applicable licensing requirements and training programs.
• State Farm agents are independent contractors who hire their own employees; their employees are not employees of State Farm.
• The agency values diversity and is committed to providing an inclusive, professional work environment.
• Working in Boca Raton, FL, offers access to a vibrant local business community and opportunities for professional networking and development.