Licensed Insurance Customer Service Representative

gobravvo; Huntington Beach (CA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Commission-based pay

Bonus potential

Paid time off

Travel opportunities

Professional development

Job summary

State Farm in Huntington Beach seeks a Licensed Insurance Customer Service Representative to support policyholders, explain coverage options, and guide clients through changes and claims. This in-office role requires strong communication, attention to detail, and a client-focused mindset.

The position emphasizes relationship-building, professional development, and delivering value-based service with a team-driven approach in a reputable insurance agency.

Qualifications

• Active Property & Casualty insurance license required.
• Life and Health license preferred.
• Experience in customer service within insurance is a plus.
• Strong written, verbal, and listening communication skills.

Responsibilities

• Respond to policy inquiries and service requests from policyholders.
• Explain coverage options and policy changes to clients.
• Assist with claims, billing inquiries, and policy updates.
• Maintain accurate activity and case notes for management review.
• Collaborate with team to deliver high-quality customer experiences.

Skills

Customer service

Communication skills

Attention to detail

Multitasking

Team-oriented

Job description

The role of Licensed Insurance Customer Service Representative is a dynamic and client-focused opportunity designed for individuals who hold active insurance licenses and are passionate about delivering exceptional customer experiences. As a key member of a reputable insurance agency, you will be responsible for supporting policyholders by addressing their inquiries, providing detailed policy information, and ensuring seamless service throughout every interaction. This position is ideal for professionals who thrive in fast-paced environments and are committed to fostering positive client relationships within the insurance sector.

The Licensed Insurance Customer Service Representative position involves working closely with clients to understand their insurance needs and guiding them through the available coverage options. The role requires a high level of attention to detail, excellent communication skills, and the ability to manage multiple tasks efficiently. Whether responding to questions about policy changes, assisting with claims, or educating customers about different insurance solutions, you will play an essential part in building trust and loyalty among clients.

Licensed Insurance Customer Service Representative - Summary

• Support clients with insurance inquiries and policy servicing as a Licensed Insurance Customer Service Representative.
• Work on-site in a professional insurance agency setting, engaging with clients and team members daily.
• Contribute to the agency’s success by delivering value-based customer interactions and maintaining high service standards.
• Opportunity for career growth and professional development within a respected insurance agency.

Duties & Responsibilities

• Establish and maintain strong customer relationships through proactive communication and follow-up.
• Provide accurate, prompt, and friendly customer service regarding policy availability, eligibility, coverage options, policy changes, claim submissions, and billing inquiries.
• Utilize a needs-based consultative approach to educate clients about insurance products and recommend appropriate coverage solutions.
• Demonstrate a strong work ethic and commitment to daily success and client satisfaction.
• Prepare thorough activity reports and communicate progress to agency management.
• Stay current with product updates, insurance regulations, and industry developments to ensure clients receive informed and compliant service.
• Collaborate effectively with team members to achieve agency goals and deliver a seamless client experience.

Salary & Benefits

• Competitive base salary complemented by an attractive commission program.
• Bonus potential for top-performing representatives.
• Paid time off for personal days and recognized holidays.
• Travel opportunities associated with professional development and agency events.
• Opportunities for advancement and growth within the agency for dedicated professionals.

Qualifications & Requirements

• Active Property & Casualty insurance license required; Life and Health license preferred.
• Proven ability to provide exceptional service and build rapport with diverse clients.
• Outstanding written, verbal, and listening communication skills.
• Strong organizational capabilities and attention to detail.
• Self-motivated and proactive in problem-solving and task completion.
• Proficiency with computer systems and ability to learn new software applications.
• Team-oriented mindset and ability to multitask effectively in a collaborative environment.
• Commitment to ongoing professional development, including continuing education and staying up-to-date with industry standards and licensing requirements.

Ideal Candidate Snapshot

• Licensed in Property & Casualty insurance and ideally Life and Health insurance.
• Detail-oriented, highly organized, and dedicated to exceeding client expectations.
• Communicates clearly and professionally in both written and verbal formats.
• Proactive, self-driven, and adept at managing multiple priorities in a fast-paced setting.
• Thrives as part of a team while also taking initiative independently.
• Demonstrates pride in work and a commitment to the agency’s mission and values.

Other Relevant Information

• This is an in-office role, requiring reliable transportation to the agency location in Huntington Beach, CA.
• Employees of State Farm agents must successfully complete all applicable licensing and training requirements.
• This position is with an independent State Farm contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents are not employees of State Farm.
• The agency supports an inclusive, diverse, and equitable workplace, complying with all EEOC and professional standards.