From CSR to Licensed Insurance Advisor

Insurewaunakee; Waunakee (WI); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Licensing Costs Reimbursed

Commissions

Simple IRA matching

Opportunity for advancement

Paid time off

Benefit Stipend

Job summary

John Jensen - State Farm in Waunakee, WI is seeking a Customer Service Representative to learn the insurance business from the ground up and grow into a licensed sales position. If you’re organized, personable, and seeking a career, this role offers licensing support and advancement opportunities.

You will handle calls, process policy updates, and assist with life events while building product knowledge for cross-selling and future licensing.

Qualifications

• Excellent communication on phone and in writing.
• Attention to detail across multiple conversations.
• Interest in learning a regulated insurance business.

Responsibilities

• Handle customer calls and inquiries, policy questions, coverage changes, claims follow-up.
• Process endorsements and policy updates accurately.
• Maintain clean, detailed records of every customer interaction.
• Identify opportunities for reviews or upsell and flag to the agent.
• Support the team during life-event moments (new home, car, child, job).

Skills

Strong communicator

Detail-oriented

Curious about people

Coachable

Job description

John Jensen - State Farm in Waunakee, WI is seeking a Customer Service Representative to learn the insurance business from the ground up and grow into a licensed sales position. If you’re organized, personable, and seeking a career, this role offers licensing support and advancement opportunities.

You will handle calls, process policy updates, and assist with life events while building product knowledge for cross-selling and future licensing.