Insurance Customer Service Representative (Licensed)

gobravvo; Port Allen (LA); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Paid time off

Retirement plan options

Commission opportunities

Growth opportunities

Job summary

gobravvo is seeking an Insurance Customer Service Representative (Licensed) to engage with clients across property, casualty, life, and health products. You will build relationships, educate clients on coverage options, and support claims and policy changes in a fast-paced, compliant setting.

The role leverages a licensed background, CRM proficiency (Salesforce), and a dedication to exceptional service. Independent contractor agency structure with licensing and development opportunities are

Qualifications

• Customer service experience preferred.
• Experience with Salesforce or similar CRM preferred.
• Excellent communication skills (written, verbal, listening).
• Active Property & Casualty license required.
• Life and Health license required (or must be obtained within 3–6 months).

Responsibilities

• Establish and nurture customer relationships, providing follow-up support as necessary.
• Deliver prompt, accurate, and friendly customer service by responding to inquiries about insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing.
• Conduct needs-based reviews to educate customers on insurance options, ensuring solutions are tailored to their individual circumstances.
• Maintain a strong work ethic and a total commitment to daily success and agency objectives.
• Support the agency’s growth by identifying opportunities to recommend additional products and services aligned with customer needs.
• Utilize CRM tools such as Salesforce to document customer interactions and maintain accurate records.
• Collaborate with colleagues to ensure a seamless client experience and consistent service delivery.

Skills

Customer service

Sales experience

Excellent communication

Self-motivated

Detail-oriented

Interviewing needs

Relationship building

Education

Active Property & Casualty license

Life and Health license (or within 3–6 months)

Tools

Salesforce

Job description

The role of an Insurance Customer Service Representative (Licensed) offers dynamic engagement in the insurance industry, focusing on delivering exceptional customer service within a fast-paced environment. As a crucial team member in a respected insurance agency, the Insurance Customer Service Representative (Licensed) is responsible for supporting clients with their property, casualty, and life insurance needs. This position emphasizes relationship-building, comprehensive product knowledge, and a dedication to customer satisfaction. The Insurance Customer Service Representative (Licensed) ensures that clients receive timely, accurate service and are educated on coverage options to protect the things that matter most to them.

Working as an Insurance Customer Service Representative (Licensed) means joining a team that values integrity, professionalism, and growth. The role calls for a motivated, licensed individual with a strong work ethic who can thrive in a collaborative atmosphere. The Insurance Customer Service Representative (Licensed) is responsible for maintaining customer accounts, processing policy changes, handling claims inquiries, and guiding customers through complex insurance choices. If you are enthusiastic about helping others, have a customer-centric mindset, and are interested in building a long-term career in the insurance sector, this opportunity is designed for you.

As an Insurance Customer Service Representative (Licensed), you will play a key part in the agency's mission to provide value-based insurance solutions. Your day-to-day tasks will include fostering trusting relationships with clients, responding promptly to questions about policy coverage, and supporting customers through the claims process. The Insurance Customer Service Representative (Licensed) role requires excellent communication, organization, and analytical skills to assess client needs and recommend effective solutions. The position is ideal for self-starters who are detail-oriented and proactive in resolving client issues.

The Insurance Customer Service Representative (Licensed) position offers a platform for career advancement and professional development. Employees are encouraged to grow within the organization, with opportunities for increased responsibility and leadership. If you are ready to take the next step in your insurance career and are committed to delivering a remarkable customer experience, apply today by clicking the application button below!

The Insurance Customer Service Representative (Licensed) position offers a platform for career advancement and professional development. Employees are encouraged to grow within the organization, with opportunities for increased responsibility and leadership. If you are ready to take the next step in your insurance career and are committed to delivering a remarkable customer experience, apply today by clicking the application button below!

Insurance Customer Service Representative (Licensed) - Summary

• Serve as the primary point of contact for clients seeking assistance with property, casualty, life, and health insurance products.
• Build and maintain positive relationships with clients through effective communication and personalized service.
• Utilize your insurance licensing credentials to address client needs and support the agency’s growth goals.
• Engage in ongoing professional development within the insurance field.

Duties & Responsibilities

• Establish and nurture customer relationships, providing follow-up support as necessary.
• Deliver prompt, accurate, and friendly customer service by responding to inquiries about insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing.
• Conduct needs-based reviews to educate customers on insurance options, ensuring solutions are tailored to their individual circumstances.
• Maintain a strong work ethic and a total commitment to daily success and agency objectives.
• Support the agency’s growth by identifying opportunities to recommend additional products and services aligned with customer needs.
• Utilize CRM tools such as Salesforce to document customer interactions and maintain accurate records.
• Collaborate with colleagues to ensure a seamless client experience and consistent service delivery.

Salary & Benefits

• Competitive hourly wage based on licensing and experience.
• Commission opportunities for licensed staff.
• Paid time off, including vacation and personal/sick days.
• Retirement plan options.
• Valuable on-the-job experience and exposure to the insurance industry.
• Growth potential and advancement opportunities within the agency.

Qualifications & Requirements

• Customer service experience preferred.
• Experience with Salesforce or similar CRM platforms preferred.
• Excellent communication skills (written, verbal, and listening).
• Strong self-motivation and the ability to work independently and as part of a team.
• Keen attention to detail and organizational skills.
• Proactive approach to problem-solving and client engagement.
• Ability to assess customer needs and conduct effective interviews to determine suitable insurance solutions.
• Demonstrated ability to relate effectively to customers from diverse backgrounds.
• Active Property & Casualty license required.
• Life and Health license required (or must be obtained within 3-6 months of hire).

Ideal Candidate Snapshot

• Motivated self-starter with a passion for helping clients achieve peace of mind through insurance solutions.
• Adaptable and resilient in a fast-paced, team-oriented environment.
• Displays a customer-first attitude and is eager to learn and grow professionally.
• Skilled at identifying customer needs and recommending tailored insurance products.
• Possesses integrity, reliability, and a commitment to excellence in all interactions.

Other Relevant Information

• This position is with an independent contractor agent of a major insurance brand and not with the parent company itself.
• Employees must complete all applicable licensing requirements and training programs as determined by the agency and regulatory authorities.
• Agency employees are not employees of the insurance parent company; instead, they are hired by the agency operator/owner.
• The agency fosters an inclusive, supportive work environment that values diversity and equal opportunity for all applicants and team members.