Licensed Insurance Customer Service

AJ Abdelkhalek - State Farm Agency; Pleasanton (CA); On-site; USD 52,000 - 68,000; Full time

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

Licensed Insurance Customer Service

AJ Abdelkhalek - State Farm Agency PLEASANTON, California, United States

About this position

Licensed Insurance Customer Service

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Licensed Customer Service Representative - State Farm Agent Team Member. Active Property and Casualty license is required.

Only candidates who meet the following criteria will be considered for this role:

• Must have an active Property and Casualty insurance license.
• Must be able to make the commute to our agency location in Pleasanton, CA. This is an in-office position.

Responsibilities

• Establish customer relationships and follow up with customers, as needed
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Maintain a strong work ethic with a total commitment to success each and every day

Compensation and Benefits

• Base Salary
• Paid Time Off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my office

Requirements

• Property & Casualty license (required)
• Life and Health license (required)
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Pride in getting work done accurately and timely
• Ability to work in a team environment
• Ability to multi-task
• Provide timely and thorough activity reports to agent
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education

We are an Equal Opportunity Employer and encourage applications from individuals of all backgrounds and experience levels. #SMA

Salary Information

FIRST NAME: LAST NAME:

EMAIL:

PHONE: +1