Licensed Insurance Customer Service Representative

gobravvo; Edmond (OK); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k)

PTO & holidays

Training & coaching

Job summary

gobravvo is seeking a Licensed Insurance Customer Service Representative in Edmond, OK. This full-time role supports clients, services policies, and ensures clear communication to maintain coverage and satisfaction.

Hybrid work arrangement combines in-office support with remote flexibility. You will review policies, process changes, handle licensing requirements, and build lasting relationships with clients while upholding regulatory standards.

Qualifications

• Active Property & Casualty insurance license required.
• Life & Health insurance license required or willingness to obtain as a condition of employment.
• Clear and effective communication by phone and in person.
• Confidentiality and compliance with insurance regulations.
• Willingness to complete all required training and licensing programs.

Responsibilities

• Assist clients with questions about their insurance policies, delivering clear information.
• Service existing policies, including coverage changes and updates.
• Initiate outbound calls to express appreciation for customers' business and reinforce relationships.
• Conduct policy reviews to ensure customers maintain the protection they need and understand their coverage options.
• Collaborate with team members and management to resolve customer issues promptly and professionally.
• Maintain accurate and up-to-date customer records in compliance with agency standards and industry regulations.
• Participate in ongoing training and coaching to stay current with insurance products, agency procedures, and industry best practices.
• Uphold the agency's commitment to ethical practices and exemplary customer service at all times.

Skills

Communication skills

Customer service

Organization

Attention to detail

Education

Property & Casualty license

Life & Health license (or willingness to obtain)

Job description

The Licensed Insurance Customer Service Representative (CSR) plays a vital role in fostering positive relationships between clients and the insurance agency. As a key point of contact, the Licensed Insurance Customer Service Representative ensures clients receive timely assistance with their insurance needs, supporting policy management and promoting ongoing customer satisfaction. This full-time opportunity offers the chance to work with a reputable insurance agency, leveraging both in-office support and remote flexibility to deliver an exceptional client experience. Join a team dedicated to professional growth, comprehensive benefits, and advancing your insurance career.

Licensed Insurance Customer Service Representative - Summary

As a Licensed Insurance Customer Service Representative, you will provide essential support to clients by addressing inquiries, servicing existing insurance policies, and ensuring customers understand and maintain adequate coverage. This role is instrumental in strengthening client retention and satisfaction by delivering clear communication and dependable service in the insurance sector. The position is ideal for individuals passionate about helping others and skilled in navigating the complexities of insurance products. Working as part of an independent insurance agency team, you will collaborate with professionals committed to client care and continuous improvement.

Duties & Responsibilities

• Assist clients with questions and concerns about their insurance policies, delivering clear and accurate information.
• Support customers in servicing existing policies, including processing coverage changes and policy updates.
• Initiate outbound calls to express appreciation for customers' business and reinforce client relationships.
• Conduct policy reviews to ensure customers maintain the protection they need and understand their coverage options.
• Collaborate with team members and management to resolve customer issues promptly and professionally.
• Maintain accurate and up-to-date customer records in compliance with agency standards and industry regulations.
• Participate in ongoing training and coaching to stay current with insurance products, agency procedures, and industry best practices.
• Uphold the agency's commitment to ethical practices and exemplary customer service at all times.

Salary & Benefits

• Competitive guaranteed base salary with opportunities for commission and bonuses based on performance.
• Comprehensive benefits package, including medical, dental, vision, and life insurance options.
• 401(k) retirement savings plan to support your long-term financial goals.
• Paid time off (PTO) and paid holidays to encourage work-life balance.
• Access to ongoing training and professional coaching for career development within the insurance industry.

Qualifications & Requirements

• Active Property & Casualty insurance license required.
• Life & Health insurance license required or willingness to obtain as a condition of employment.
• Demonstrated ability to communicate clearly and effectively with clients by phone and in person.
• Patient, positive demeanor with a genuine desire to assist and support customers.
• Strong attention to detail and ability to manage multiple client requests efficiently.
• Commitment to upholding confidentiality and maintaining compliance with insurance regulations and agency standards.
• Willingness to complete all required training and licensing programs as determined by the agency.

Ideal Candidate Snapshot

• Experienced in customer service, preferably within the insurance or financial services sector.
• Thrives in a team-oriented environment and is eager to contribute to agency success.
• Adaptable to changing client needs and able to handle sensitive situations with professionalism.
• Motivated by opportunities to learn and grow in the insurance field.
• Excels in building long-term client relationships and delivering a high standard of care.

Other Relevant Information

• This position is with an independent contractor agent for a prominent national insurance brand.
• Employees in this role are not employed by the national insurance company but by the independent agency.
• All employees must successfully complete applicable licensing requirements and training programs as mandated by the agency and relevant authorities.
• Enjoy the benefits of working in a supportive, growth-focused environment with a commitment to professional excellence.
• The local area offers a welcoming community and a positive atmosphere for personal and professional fulfillment.