Insurance Customer Service Representative (P&C Licensed)

gobravvo; Austin (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

State Farm agent in Lakeway, TX is seeking an Insurance Customer Service Representative (P&C Licensed) to join a high-performing team. The role focuses on servicing clients, educating them on coverage options, and supporting agency growth with a customer-centric approach.

The ideal candidate will hold active P&C and Life/Health licenses, possess strong communication skills, and thrive in a collaborative, fast-paced office environment.

Qualifications

• Must hold active Property & Casualty license.
• Must hold active Life and Health license.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Self-motivated with proactive problem-solving.
• Team player with collaborative approach.
• Proficient with computers and quick to learn new software.
• Commitment to delivering exceptional customer service.
• Willingness to participate in ongoing training and development.

Responsibilities

• Establish and nurture customer relationships with consistent communication.
• Respond promptly to client inquiries about policies, coverage, billing, and claims.
• Guide customers in understanding their insurance needs and options.
• Maintain detailed and accurate records of client interactions.
• Participate in team meetings and contribute ideas for process improvement.
• Support growth initiatives through high-quality customer engagement.
• Stay current with industry changes and licensing requirements.

Skills

Interpersonal and writtencommunication

Customer service mindset

Team collaboration

Problem-solving

Detail-oriented

Computer literacy

Self-motivation

Willingness to training

Communication proficiency

Job description

Position Overview

We are seeking a dedicated Insurance Customer Service Representative (P&C Licensed) to join a high-performing insurance team. This role is ideal for motivated professionals with active Property and Casualty (P&C) and Life and Health insurance licenses who are passionate about delivering outstanding customer service and contributing to business growth. As an Insurance Customer Service Representative (P&C Licensed), you will be responsible for maintaining and strengthening client relationships by providing prompt, accurate, and reliable service to policyholders. This full-time position offers a valuable opportunity to work in a supportive environment and gain meaningful experience within the insurance industry.

As an Insurance Customer Service Representative (P&C Licensed), you will play a key role in supporting clients through value-based conversations, answering inquiries regarding insurance products, and ensuring clients understand the coverage options available to them. You will be joining a collaborative team where your efforts directly impact customer satisfaction and the success of the agency. If you are committed to exceptional service and eager to advance your insurance career, this is an excellent opportunity to take the next step.

Key Responsibilities

• Build and maintain strong customer relationships by providing timely follow-up and support as needed.
• Deliver prompt, accurate, and friendly customer service, including responding to inquiries about insurance policies, eligibility, coverages, policy changes, claims, transfers, and billing questions.
• Educate clients on insurance options using a customer-focused, needs-based review process to ensure they are informed and confident in their insurance decisions.
• Demonstrate a strong work ethic, consistently striving for success and excellence in daily responsibilities.
• Collaborate with team members and agency leadership to ensure a seamless customer experience and contribute to overall agency goals.
• Generate and provide timely activity reports to the agent or agency manager as required.
• Remain informed about product changes, licensing updates, technical advancements, and continuing education requirements to maintain compliance and expertise.

Insurance Customer Service Representative (P&C Licensed) - Summary

• Full-time position supporting insurance clients and agency operations.
• Focus on customer service, relationship management, and insurance education.
• Opportunities for professional growth and career advancement.

Duties & Responsibilities

• Establish and nurture customer relationships through consistent communication and follow-up.
• Respond promptly to client inquiries regarding insurance products, policy changes, claims, and billing matters.
• Guide customers in understanding their insurance needs and available coverage options.
• Maintain detailed and accurate records of client interactions and transactions.
• Participate in team meetings and contribute ideas for process improvement.
• Support the agency's business growth initiatives through high-quality customer engagement.
• Stay current with industry developments and maintain all necessary licenses.

Salary & Benefits

• Competitive salary with bonus potential.
• Paid time off, including vacation and personal/sick days.
• Valuable hands-on experience in the insurance field.
• Opportunities for internal growth and advancement within the agency.

Qualifications & Requirements

• Active Property & Casualty insurance license (required).
• Active Life and Health insurance license (required).
• Strong interpersonal and communication skills, both written and verbal.
• Organizational skills and attention to detail.
• Self-motivated and proactive in problem-solving.
• Ability to work collaboratively within a team environment.
• Proficiency with computers and ability to learn new software functions.
• Commitment to providing exceptional customer service.
• Willingness to participate in ongoing training and professional development.

Ideal Candidate Snapshot

• Licensed professional with experience in customer service or insurance operations.
• Enthusiastic about building relationships and exceeding client expectations.
• Comfortable working in a dynamic, fast-paced office environment.
• Detail-oriented with a strong sense of accountability and professionalism.
• Goal-driven and eager to contribute to a successful team.

Other Relevant Information

• This position is with an independent contractor agent, not with the parent insurance company. Employees of independent agents are not employees of the parent insurance company.
• Applicants must successfully complete all applicable licensing and training requirements.
• The agency values a collaborative, inclusive, and high-integrity workplace.
• Working in Lakeway, TX, provides access to a supportive local community and a positive work-life balance.

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.