Licensed Insurance CSR — In-Office Growth & Service

AJ Abdelkhalek - State Farm Agency

Pleasanton (CA)

On-site

USD 52,000 - 68,000

Full time

3 days ago

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Benefits offered by this job

Base Salary

PTO (vacation and personal/sick days)

Valuable experience

Growth potential/Advancement within my

Job summary

AJ Abdelkhalek - State Farm Agency in Pleasanton, CA is seeking a Licensed Customer Service Representative to join the local team. The ideal candidate holds an active Property & Casualty license and will handle inquiries, policy changes, billing questions, and claims support with a customer-focused approach.

This in-office role emphasizes relationship-building, multitasking, and timely reporting to the agent. The position offers base salary, PTO, and opportunities for growth within the office.

Qualifications

Must hold active Property & Casualty license.
Must hold Life and Health license.
Excellent interpersonal and communication skills.
Ability to work in an in-office team environment.

Responsibilities

Establish customer relationships and follow up with customers.
Provide prompt, accurate, and friendly customer service for inquiries about insurance, coverages, policy changes, transfers, claims, and billing.
Educate customers about insurance options using a needs-based review process.
Maintain a strong work ethic and commitment to success.

Skills

Interpersonal skills

Communication skills

Teamwork

Self-motivation

Detail oriented

Education

Active Property & Casualty license

Life and Health license

Tools

CRM basics

Job description

This in-office role emphasizes relationship-building, multitasking, and timely reporting to the agent. The position offers base salary, PTO, and opportunities for growth within the office.

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