Licensed Insurance Customer Service Representative

gobravvo; Cedar Park (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

PTO

On-the-job training

Career growth

Job summary

gobravvo is seeking a Licensed Insurance Customer Service Representative to join a dynamic team supporting a leading insurance agency. The CSR will interact directly with policyholders, respond to inquiries, and guide clients through policy options while maintaining accurate records.

Ideal candidates hold active Property & Casualty and Life & Health licenses and possess strong communication and problem-solving skills.

Qualifications

• Strong interpersonal skills and a customer-first mindset.
• Clear written, verbal, and listening communication abilities.
• Demonstrated organizational skills and attention to detail.
• Self-motivated and proactive approach to problem-solving.

Responsibilities

• Establish and nurture positive relationships with clients by providing ongoing support and communication.
• Deliver prompt, accurate, and friendly service in response to inquiries related to insurance availability, eligibility, policy changes, transfers, billing, and claims.
• Utilize a needs-based approach to educate customers about available insurance products and coverage options.
• Follow up with clients as necessary to ensure satisfaction and address any outstanding issues.
• Maintain a strong work ethic and a commitment to achieving daily and long-term goals.
• Prepare and submit thorough reports and activity updates to agency management.
• Stay current with product changes, licensing requirements, technical advancements, and ongoing professional education.
• Work collaboratively with team members to achieve agency objectives and maintain a positive work environment.
• Demonstrate attention to detail and accuracy in all customer interactions and documentation.
• Manage multiple tasks efficiently while prioritizing customer needs.

Skills

Customer service

Communication

Problem solving

Organization

Job description

Licensed Insurance Customer Service Representative

Are you a proactive professional with a passion for delivering exceptional customer service in the insurance industry? We are seeking a Licensed Insurance Customer Service Representative (CSR) to join a dynamic team supporting a leading insurance agency. As a Licensed Insurance Customer Service Representative, you will play a crucial role in fostering strong relationships with clients, ensuring their insurance needs are met, and contributing to the overall growth and reputation of the agency. This is an excellent opportunity for individuals with active Property and Casualty as well as Life and Health licenses who are committed to providing remarkable service and value-based guidance to clients.

The Licensed Insurance Customer Service Representative position offers a rewarding environment where customer satisfaction, professionalism, and expertise are highly valued. Working within a supportive team, you will engage directly with policyholders, respond to inquiries, and provide guidance on policy options in a manner that builds trust and loyalty. Your ability to communicate clearly, solve problems proactively, and maintain detailed records will be essential to your success in this role.

As a Licensed Insurance Customer Service Representative, you will have the chance to make a significant impact by helping clients navigate insurance processes, educating them on coverage choices, and ensuring their experiences exceed expectations. The role is designed for those who thrive in a fast-paced, client-focused setting and are eager to advance their knowledge and skills within the insurance sector.

Licensed Insurance Customer Service Representative - Summary

• Client-facing role requiring active Property and Casualty, and Life and Health insurance licenses
• Focus on delivering high-quality customer service and policy education
• Integral part of a successful insurance agency's team
• Opportunities for career growth and skill development

Duties & Responsibilities

• Establish and nurture positive relationships with clients by providing ongoing support and communication
• Deliver prompt, accurate, and friendly service in response to inquiries related to insurance availability, eligibility, policy changes, transfers, billing, and claims
• Utilize a needs-based approach to educate customers about available insurance products and coverage options
• Follow up with clients as necessary to ensure satisfaction and address any outstanding issues
• Maintain a strong work ethic and a commitment to achieving daily and long-term goals
• Prepare and submit thorough reports and activity updates to agency management
• Stay current with product changes, licensing requirements, technical advancements, and ongoing professional education
• Work collaboratively with team members to achieve agency objectives and maintain a positive work environment
• Demonstrate attention to detail and accuracy in all customer interactions and documentation
• Manage multiple tasks efficiently while prioritizing customer needs

Salary & Benefits

• Competitive base salary with potential for bonus incentives
• PTO, including vacation and personal/sick days
• On-the-job experience and skill development
• Opportunities for advancement and growth within the agency

Qualifications & Requirements

• Active Property and Casualty insurance license (required)
• Active Life and Health insurance license (required)
• Excellent interpersonal skills and a customer-first mindset
• Strong written, verbal, and listening communication abilities
• Demonstrated organizational skills and attention to detail
• Self-motivated and proactive approach to problem-solving
• Ability to work effectively in a team environment
• Comfort with learning and utilizing agency computer systems and software
• Commitment to ongoing professional development and staying current with industry trends

Ideal Candidate Snapshot

• Licensed professional with a passion for helping others navigate insurance options
• Strong commitment to delivering outstanding customer experiences
• Ability to handle multiple priorities with accuracy and efficiency
• Adaptable, coachable, and eager to learn new concepts
• Collaborative team player dedicated to meeting and exceeding agency goals

Other Relevant Information

• This position is with an independent contractor agent, not with the parent insurance company
• Employment is contingent upon successful completion of all licensing and training requirements
• All employees must adhere to agency policies and uphold industry standards for ethical conduct
• The agency is committed to providing an inclusive, supportive, and growth-oriented workplace

Legal Disclaimer: This position is with an independent contractor agent, not with the parent insurance company. Employees of agents must be able to successfully complete any applicable licensing requirements and training programs. Agents are independent contractors who hire their own employees. Agent employees are not employees of the parent insurance company.