Insurance Customer Service Representative (CSR)

Keith Phillips - State Farm Agency; Midlothian (VA); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

Paid vacation

Sick/personal leave

Career advancement opportunities

Supportive team environment

Job summary

The State Farm Independent Agent in Virginia is seeking a licensed Insurance Customer Service Representative (CSR) to deliver outstanding client service, answer policy questions, and assist clients in understanding their coverage.

In this full-time role, you will maintain licensing, handle billing and claims inquiries, perform policy reviews, and support day-to-day agency operations while building strong client relationships and ensuring regulatory compliance.

Qualifications

• Active Property & Casualty license required.
• Active Life & Health license required.
• Strong communication, organizational, and interpersonal skills.
• Detail-oriented with a commitment to top-tier customer service.

Responsibilities

• Answer client questions regarding policies, coverage options, billing, and claims processes.
• Build and maintain strong client relationships through effective communication and timely follow-up.
• Conduct needs-based policy reviews to ensure clients have appropriate insurance coverage.
• Assist with daily office operations and provide support to the agent and other team members.
• Stay informed about changes in insurance regulations, product offerings, and licensing requirements.

Skills

P&C license

Life & Health license

Communication

Customer service

Tools

CRM software

Job description

The Insurance Customer Service Representative (CSR) is a pivotal role within an independent insurance agency, responsible for delivering outstanding client service and supporting the daily operations of the agency. As a Licensed Insurance Customer Service Representative, you will use your expertise in Property & Casualty and Life & Health insurance to assist clients in understanding their policies, address their concerns, and ensure they have the right coverage for their needs. This full-time opportunity is ideal for individuals who are passionate about providing exceptional customer experiences and are dedicated to their professional growth within the insurance industry.

Working as an Insurance Customer Service Representative (CSR), you will interact directly with clients, answering inquiries, resolving issues, and guiding them through policy options and updates. Your ability to foster strong relationships and provide accurate, needs-based solutions will make a significant impact on client satisfaction and retention. You will also play a key role in supporting the agency's goals by collaborating with other team members and ensuring compliance with all licensing and regulatory requirements.

This position is suited for detail-oriented professionals who thrive in a dynamic, client-focused environment. Successful Insurance Customer Service Representatives (CSR) demonstrate excellent communication skills, a high degree of professionalism, and the capacity to stay current with industry trends and changes. Your daily responsibilities will include responding to customer questions about coverage, billing, and claims processes, conducting policy reviews, and assisting with a range of administrative and operational tasks. Your commitment to ongoing learning and maintaining active licenses is essential for continued success in this role.

The agency offers a supportive and collaborative work environment, where team members are encouraged to pursue professional development and growth opportunities. As an Insurance Customer Service Representative (CSR), you will benefit from competitive pay, paid vacation, and sick/personal leave, as well as the chance to advance your career in a reputable and stable industry.

Insurance Customer Service Representative (CSR) - Summary

• Serve as the primary point of contact for insurance clients, providing expert assistance with policy questions and service needs.
• Utilize active Property & Casualty and Life & Health licenses to support clients and agency operations.
• Contribute to a positive and professional team environment with opportunities for long-term career growth.

Duties & Responsibilities

• Answer client questions regarding insurance policies, coverage options, billing, and claims processes.
• Build and maintain strong client relationships through effective communication and timely follow-up.
• Conduct needs-based policy reviews to ensure clients have appropriate insurance coverage.
• Assist with daily office operations and provide support to the agent and other team members.
• Stay informed about changes in insurance regulations, product offerings, and licensing requirements.

Salary & Benefits

• Competitive hourly compensation reflecting industry standards for licensed professionals.
• Paid vacation and sick/personal leave to support work-life balance.
• Opportunities for career advancement and ongoing professional development.
• Supportive team atmosphere in a reputable independent insurance agency.

Qualifications & Requirements

• Active Property & Casualty insurance license required.
• Active Life & Health insurance license required.
• Strong communication, organizational, and interpersonal skills.
• Detail-oriented with a commitment to providing top-tier customer service.
• Proficiency with computers and standard office software systems.
• Dedication to upholding all licensing and training requirements.

Ideal Candidate Snapshot

• Licensed insurance professional passionate about helping clients protect what matters most.
• Customer-focused, reliable, and able to manage multiple priorities in a fast-paced setting.
• Motivated to pursue growth opportunities and contribute positively to a collaborative team.
• Exhibits professionalism, integrity, and a strong work ethic in all interactions.

Other Relevant Information

• This position is with an independent agent and not directly with the insurance company.
• Applicants must meet all licensing and training requirements as set forth by regulatory authorities.
• Working in this area offers a friendly, stable environment with strong community values and professional opportunities.
• The agency is committed to providing a workplace that fosters diversity, equity, and inclusion.
• This position is with a State Farm independent agent, not State Farm Insurance Companies. Employees must meet all licensing and training requirements.