Insurance Customer Service Representative

gobravvo; Fort Lauderdale (FL); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Health allowance

Job summary

State Farm in Ft. Lauderdale, FL seeks an Insurance Customer Service Representative to handle client inquiries, educate customers on coverages, and support policy changes and claims with professionalism.

The role emphasizes building trust, delivering accurate information, and maintaining organized records while collaborating with a team to meet service and sales goals and drive agency growth.

Qualifications

• Excellent written, verbal, and listening communication skills.
• Self-motivated, detail-oriented, and proactive in problem solving.
• Ability to work collaboratively within a team.
• Willingness to obtain Property & Casualty and Life & Health licenses as required.
• Bilingual fluency in Spanish and English is a plus.

Responsibilities

• Answer incoming calls and greet clients in a professional and friendly manner.
• Establish and nurture ongoing customer relationships, providing follow-up as necessary.
• Deliver prompt, accurate, and courteous service for a variety of insurance-related needs, including policy questions, changes, billing explanations, and claims support.
• Educate clients using a needs-based review process to ensure they understand available insurance products and make informed coverage choices.
• Maintain detailed records of client interactions, service requests, and outcomes.
• Collaborate with team members to achieve agency service and sales goals.
• Identify opportunities for cross-selling or upselling additional insurance products, when appropriate.
• Assist clients through the claims process, providing information and support as needed.

Skills

Communication skills

Customer service

Sales experience

Team collaboration

Job description

The Insurance Customer Service Representative position offers a dynamic career opportunity for individuals passionate about delivering exceptional service and support within the insurance industry. At a well-established insurance agency in Ft. Lauderdale, FL, this full-time role focuses on serving clients by addressing their insurance-related inquiries, ensuring a positive experience, and supporting the agency's growth. As an Insurance Customer Service Representative, you will be at the forefront of client communication, handling inquiries both over the phone and in-person, and ensuring that each customer interaction is handled with professionalism and attention to detail. This role is essential for building trust and loyalty with clients while contributing to the ongoing success of the agency.

The Insurance Customer Service Representative position is ideal for individuals who excel in a fast-paced, client-focused environment. You will be responsible for providing prompt, accurate, and friendly customer service, responding to questions about insurance coverage, policy changes, claim submissions, and billing clarification. This position requires excellent communication skills and a customer-centric mindset, as you will be educating clients on available insurance options and helping them make informed decisions. Working as part of a collaborative team, you will also have opportunities for career growth and advancement within the agency.

Insurance Customer Service Representative - Summary

• Engage with clients to address their insurance questions, policy updates, claims, and coverage options.
• Serve as the first point of contact for customer inquiries, both via phone and in-person.
• Promote a strong agency-client relationship by consistently providing excellent service.
• Support agency operations by maintaining accurate records and following up with clients as needed.
• Benefit from a supportive team environment and opportunities for career development.

Duties & Responsibilities

• Answer incoming calls and greet clients in a professional and friendly manner.
• Establish and nurture ongoing customer relationships, providing follow-up as necessary.
• Deliver prompt, accurate, and courteous service for a variety of insurance-related needs, including policy questions, changes, billing explanations, and claims support.
• Educate clients using a needs-based review process to ensure they understand available insurance products and make informed coverage choices.
• Maintain detailed records of client interactions, service requests, and outcomes.
• Collaborate with team members to achieve agency service and sales goals.
• Identify opportunities for cross-selling or upselling additional insurance products, when appropriate.
• Assist clients through the claims process, providing information and support as needed.
• Participate in ongoing training and licensing requirements as mandated by the agency and regulatory authorities.

Salary & Benefits

• Competitive base salary with the opportunity to earn commission and bonuses based on performance.
• Paid time off, including vacation and personal/sick days.
• Health allowance to support your well-being.
• Gain valuable industry experience in a reputable insurance agency.
• Opportunities for advancement and professional growth within the agency.

Qualifications & Requirements

• Previous sales experience (including inside or outside sales, retail, or telemarketing) is preferred but not required.
• Excellent written, verbal, and listening communication skills.
• Self-motivated, detail-oriented, and proactive in problem solving.
• Ability to work collaboratively within a team environment.
• Strong skills in assessing customer needs and conducting effective interviews.
• Demonstrated ability to build rapport and relate to a diverse customer base.
• Willingness and ability to obtain Property & Casualty and Life & Health insurance licenses as required by the agency.
• Bilingual fluency in Spanish and English is a plus, though not mandatory.

Ideal Candidate Snapshot

• Enthusiastic about helping clients and building lasting relationships.
• Comfortable in a client-facing, service-oriented environment.
• Quick learner who adapts well to changing client needs and agency processes.
• Demonstrates integrity, reliability, and professionalism in all interactions.
• Goal-oriented with a drive to achieve agency objectives and personal career growth.

Other Relevant Information

• Working in Ft. Lauderdale, FL offers the advantage of joining a vibrant business community with excellent opportunities for professional networking and career advancement.
• 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.