Insurance CSR: Growth, Training & Licensing

gobravvo; Yorba Linda (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Bonuses & commissions

Paid time off

Training program

Growth opportunities

Job summary

gobravvo in Yorba Linda, CA is seeking a Customer Service Representative (CSR) to join a dynamic insurance agency team. This full-time role focuses on delivering exceptional service, building client relationships, and guiding customers through insurance options.

You will receive comprehensive training, licensing support, and opportunities for advancement within the agency. The ideal candidate is proactive, detail-oriented, and capable of multi-tasking in a fast-paced environment, with a

Qualifications

• Excellent interpersonal and communication abilities with clients.
• Strong organizational skills and ability to manage multiple priorities.
• Self-motivated with proactive problem-solving and customer service focus.
• Detail-oriented, accurate, and timely in delivering work.
• Ability to work independently and in a team.
• Proficiency with computer functions and willingness to learn new software.
• Property & Casualty license (must be able to obtain).
• Life and Health license (must be able to obtain).

Responsibilities

• Establish and maintain strong customer relationships and follow-up as needed.
• Respond to inquiries about insurance products, coverage, policy changes, transfers, claims, and billing.
• Educate clients on options using a needs-based review process.
• Meet personal and team goals with strong work ethic.
• Provide timely activity reports to the agent and maintain communication.
• Stay updated on product changes, licensing, and industry developments.
• Collaborate with team members to ensure a seamless customer experience.
• Multitask efficiently while maintaining attention to detail.

Skills

Interpersonal skills

Communication skills

Organizational skills

Detail oriented

Teamwork

Tools

CRM software

Office software

Job description

gobravvo in Yorba Linda, CA is seeking a Customer Service Representative (CSR) to join a dynamic insurance agency team. This full-time role focuses on delivering exceptional service, building client relationships, and guiding customers through insurance options.

You will receive comprehensive training, licensing support, and opportunities for advancement within the agency. The ideal candidate is proactive, detail-oriented, and capable of multi-tasking in a fast-paced environment, with a