Customer Service Representative (CSR)

Gundie Bonner - State Farm Agency; Florida; On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

PTO (vacation and sick days)

On-the-job training

Career advancement opportunities

Job summary

State Farm independent contractor agent is seeking a Customer Service Representative (CSR) to deliver exceptional client service and support agency operations. You will handle inquiries about insurance products, guide clients through options, and help build lasting relationships with customers.

The role emphasizes a client-focused approach, teamwork, and ongoing training to stay current on product changes and licensing requirements. A positive attitude and strong communication are essential.

Qualifications

• Excellent interpersonal and communication skills.
• People-oriented with strong organizational and multi-tasking abilities.
• Self-motivated, detail-oriented, proactive problem-solving.
• Commitment to high-quality customer service and satisfaction.
• Ability to learn and use computer functions efficiently.
• State licenses: Property & Casualty and Life & Health or ability to obtain.

Responsibilities

• Establish and nurture client relationships with ongoing communication.
• Respond to inquiries about insurance availability, coverages, billing, and changes.
• Educate clients on insurance options using a needs-based approach.
• Provide timely activity reports to the agent.
• Stay current on product changes and licensing requirements.

Skills

Communication skills

Teamwork

Multi-tasking

Self-motivation

Detail-oriented

Education

State licenses: Property & Casualty, Life & Health

Job description

Customer Service Representative (CSR) Job Description

Are you looking for an engaging career that leverages your communication skills and passion for helping others? As a Customer Service Representative (CSR), you will play a pivotal role in providing exceptional service to clients and supporting the overall operations of a dynamic insurance agency. This full-time position offers a chance to develop valuable experience in the insurance industry while making a meaningful impact on customers’ lives through accurate information, timely assistance, and proactive problem-solving.

As a Customer Service Representative (CSR), you will be responsible for building and maintaining client relationships, responding to a range of inquiries, and guiding clients through insurance options. You will join a team committed to delivering a remarkable customer experience and fostering business growth through value-based conversations. Candidates will have the opportunity to gain exposure to multiple lines of insurance, including property, casualty, life, and health, and will benefit from career advancement opportunities within the agency.

Working as a Customer Service Representative (CSR) provides the chance to be part of a supportive team environment. You will benefit from training and ongoing professional development, enabling you to stay up to date with product changes, licensing requirements, and industry developments. If you thrive in a fast-paced, client-focused setting and are motivated by achieving success through teamwork and individual initiative, then this is the ideal role for you.

Customer Service Representative (CSR) - Summary

• Serve as the primary point of contact for clients, addressing questions and concerns related to insurance products and policies.
• Contribute to a positive customer experience by providing prompt, courteous, and accurate service.
• Support the agency’s mission to deliver value-based solutions and build lasting client relationships.
• Engage in a collaborative team environment with opportunities for professional growth.

Duties & Responsibilities

• Establish and nurture client relationships, ensuring ongoing communication and follow-up as needed.
• Respond to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing questions.
• Utilize a customer-focused, needs-based approach to educate clients about insurance options that best suit their needs.
• Maintain a strong work ethic and a consistent commitment to daily success.
• Collaborate with team members to support office operations and achieve business goals.
• Provide timely and thorough activity reports to the agent to ensure effective tracking of client interactions.
• Stay current on product changes, technical developments, and continuing education requirements.

Salary & Benefits

• Competitive base salary with potential for bonuses based on performance.
• PTO including vacation and personal/sick days for work-life balance.
• On-the-job training and valuable experience in the insurance industry.
• Career advancement and growth opportunities within the agency.

Qualifications & Requirements

• Excellent interpersonal and communication skills, including written, verbal, and listening abilities.
• People-oriented approach with strong organizational and multi-tasking skills.
• Self-motivated and detail-oriented with proactive problem-solving abilities.
• Commitment to delivering high-quality customer service and achieving client satisfaction.
• Ability to learn and utilize computer functions efficiently.
• Pride in completing work accurately and on time.
• Ability to work effectively within a team environment.
• Must possess or be able to obtain appropriate state insurance licenses: Property & Casualty (such as 440, 20-44, or equivalent) and Life and Health licenses.
• Willingness to stay updated on product, licensing, and technical changes through continuing education.

Ideal Candidate Snapshot

• Motivated self-starter who thrives in a fast-paced environment.
• Dedicated to continuous learning and professional growth.
• Consistently demonstrates a positive attitude and strong work ethic.
• Values teamwork and takes initiative to support business objectives.
• Enthusiastic about helping clients and enhancing their experience with the agency.

Other Relevant Information

• This position is with an independent contractor agent and not directly with an insurance company.
• Employees must successfully complete all required licensing and training programs.
• Opportunities for advancement are available based on performance and agency needs.
• Agency is committed to creating an inclusive, welcoming, and equitable work environment for all team members.
• EEO Statement: This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.