Licensed Insurance Customer Service Representative

Jim Lacey State Farm Agency; Joliet (IL); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

PTO including vacation and sick days

Professional growth opportunities

Equal opportunity employer

Job summary

Gobravvo in Joliet, IL is seeking a Licensed Insurance Customer Service Representative to be the first point of contact for policyholders, delivering prompt, accurate insurance information and guiding clients through needs-based reviews.

This full-time, in-office role emphasizes licensing compliance, collaborative teamwork, and ongoing professional development within a reputable independent agency affiliated with a national provider.

Qualifications

• Active Property & Casualty license required.
• Active Life and Health license required.
• Strong communication and organizational skills.

Responsibilities

• Establish and nurture customer relationships, following up as necessary to ensure client satisfaction.
• Deliver prompt, accurate, and courteous service, including answering inquiries about insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing.
• Guide customers through a needs-based review process, providing education on insurance options tailored to their unique situations.
• Maintain a strong work ethic and demonstrate a consistent commitment to achieving daily and long-term goals.
• Remain current with product changes, licensing, technical developments, and ongoing education requirements.
• Provide timely and thorough activity reports to the agent to support business operations and client service excellence.
• Work effectively as part of a collaborative team, supporting colleagues and contributing to a positive workplace culture.

Skills

Communication skills

Teamwork

Problem-solving

Customer service

Education

Property & Casualty license

Life and Health license

Job description

Licensed Insurance Customer Service Representative

Licensed Insurance Customer Service Representative offers a dynamic opportunity to join a reputable insurance agency as a valued team member. This full‑time position is based in Joliet, IL, and requires in‑office presence to best serve policyholders and support agency operations. As a Licensed Insurance Customer Service Representative, you will engage with clients to establish and strengthen customer relationships, deliver prompt and accurate service, and educate policyholders on a range of insurance options. The agency values proactive professionals who are dedicated to achieving success, maintaining compliance, and upholding high standards of client care. If you are a motivated self‑starter who thrives in a fast‑paced environment and is committed to ongoing professional development, this role provides a platform for both personal satisfaction and career advancement.

Licensed Insurance Customer Service Representative - Summary

• Serve as the first point of contact for customers, providing knowledgeable assistance on insurance products and services.
• Utilize your Property & Casualty and Life & Health licenses to address client needs and ensure compliance with industry requirements.
• Work collaboratively within a supportive team environment, contributing to the agency’s success and growth in the Joliet, IL community.
• Demonstrate professionalism and attention to detail in every client interaction and administrative task.

Duties & Responsibilities

• Establish and nurture customer relationships, following up as necessary to ensure client satisfaction.
• Deliver prompt, accurate, and courteous service, including answering inquiries about insurance availability, eligibility, coverage, policy changes, transfers, claim submissions, and billing.
• Guide customers through a needs‑based review process, providing education on insurance options tailored to their unique situations.
• Maintain a strong work ethic and demonstrate a consistent commitment to achieving daily and long‑term goals.
• Remain current with product changes, licensing, technical developments, and ongoing education requirements.
• Provide timely and thorough activity reports to the agent to support business operations and client service excellence.
• Work effectively as part of a collaborative team, supporting colleagues and contributing to a positive workplace culture.

Salary & Benefits

• Competitive base salary with potential for performance‑based bonuses.
• PTO including vacation and personal/sick days.
• Opportunities for valuable industry experience and professional growth within the agency.
• Potential for advancement within the organization, allowing for career progression in the insurance sector.

Qualifications & Requirements

• Active Property & Casualty license (required).
• Active Life and Health license (required).
• Excellent interpersonal and communication skills, both written and verbal.
• Strong organizational abilities and attention to detail.
• Self‑motivated with a proactive approach to problem‑solving.
• Commitment to delivering outstanding customer service.
• Ability to learn and use agency computer systems efficiently.
• Demonstrated ability to work in a team environment and handle multiple tasks simultaneously.
• Professional pride in achieving accurate and timely results.
• Dedication to ongoing professional education and staying current with industry developments.

Ideal Candidate Snapshot

• Licensed insurance professional seeking a client‑facing role in a respected agency.
• Adaptable and resilient individual who excels in a dynamic, fast‑paced office setting.
• Passionate about helping clients understand and obtain appropriate insurance coverage.
• Highly organized, detail‑oriented, and committed to personal and professional growth.
• Values teamwork and takes initiative to support colleagues and clients alike.

Other Relevant Information

• This position is offered by an independent insurance agency affiliated with a national insurance provider.
• Employment is contingent upon successful completion of all necessary licensing requirements and agency training programs.
• Employees of agency owners are not employees of the national insurance provider; they are employed directly by the independent agency.
• The agency is committed to equal opportunity employment and maintains an inclusive, respectful workplace environment.
• Joliet, IL offers a vibrant setting with access to a diverse community and resources for professional advancement.