Licensed Insurance Customer Service Representative

Keith Hargrove - State Farm Agency; Lakeland (FL); Presencial; USD 40.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

License reimbursement for qualified

Health insurance options

Simple IRA retirement plan

Paid time off

Flexible scheduling

Training and development opportunities

Descripción de la vacante

gobravvo in Lakeland, FL is seeking a Licensed Insurance Customer Service Representative (CSR) to join our team on a full-time basis. The role requires an active 2-15 license and focuses on supporting and retaining policyholders, handling policy management, and guiding customers through the claims process.

You will work in-office with a collaborative team, receive comprehensive training, and have opportunities for advancement within the agency.

Formación

• Active 2-15 Florida insurance license required.
• Excellent written and verbal communication and strong customer-service skills.
• Detail-oriented with ability to multitask and maintain confidentiality.

Responsabilidades

• Answer customer questions regarding insurance products, policies, and coverage options.
• Make policy changes and process updates accurately and in a timely manner.
• Assist clients with insurance claims, including follow-up communications and documentation.
• Document and track all customer interactions and transactions with attention to detail.
• Support the agency’s retention initiatives through proactive customer engagement.
• Collaborate with the team to deliver a seamless and positive customer experience.
• Maintain a thorough understanding of agency products, procedures, and compliance standards.
• Participate in ongoing training and professional development opportunities.

Conocimientos

Customer service

Communication

Attention to detail

Multitasking

Descripción del empleo

Licensed Insurance Customer Service Representative (CSR)

We are seeking a dedicated and licensed Insurance Customer Service Representative (CSR) to join our team on a full-time basis. This is an excellent opportunity for an individual who holds an active 2-15 insurance license and is passionate about providing exceptional customer service within the insurance industry. In this role, you will be instrumental in supporting and retaining existing policyholders, assisting with policy management, and guiding customers through the claims process. As a Licensed Insurance Customer Service Representative, you will play a pivotal part in delivering reliable and informed support that enhances the customer experience and strengthens client relationships.

Our agency is committed to helping individuals and families with their auto, home, life insurance, and retirement planning needs. We are proud to offer a collaborative work environment with opportunities for professional growth and development. Working as a Licensed Insurance Customer Service Representative, you will benefit from comprehensive training and be encouraged to pursue advancement within the organization. You’ll have the chance to make a positive impact by ensuring customers receive attentive, knowledgeable, and timely service in every interaction.

Located in Lakeland, FL, our office provides a welcoming and supportive atmosphere where employees are valued for their contributions. The city of Lakeland offers a vibrant community, making it a great place to grow your career and connect with clients from diverse backgrounds. Our agency values integrity and excellence, and we welcome candidates who share these principles and are eager to make a difference in the lives of our clients.

As a Licensed Insurance Customer Service Representative, your primary responsibilities will include addressing customer inquiries, processing policy updates, assisting with claims, and maintaining accurate records of all client interactions. You will work closely with both the agency team and clients to ensure insurance needs are met efficiently and with a high degree of professionalism.

Licensed Insurance Customer Service Representative - Summary

• Provide exceptional customer service and support to insurance policyholders
• Serve as the primary point of contact for policy changes, claims assistance, and customer inquiries
• Utilize your insurance licensing and knowledge to ensure clients’ needs are met
• Work collaboratively in an in-office setting within a supportive agency environment

Duties & Responsibilities

• Answer customer questions regarding insurance products, policies, and coverage options
• Make policy changes and process updates accurately and in a timely manner
• Assist clients with insurance claims, including follow-up communications and documentation
• Document and track all customer interactions and transactions with attention to detail
• Support the agency’s retention initiatives through proactive customer engagement
• Collaborate with the team to deliver a seamless and positive customer experience
• Maintain a thorough understanding of agency products, procedures, and compliance standards
• Participate in ongoing training and professional development opportunities

Salary & Benefits

• Competitive salary structure
• Performance-based bonuses available
• License reimbursement for qualified candidates
• Simple IRA retirement plan
• Comprehensive health insurance options
• Paid time off and flexible scheduling
• Training, development, and advancement opportunities within the agency

Qualifications & Requirements

• Active 2-15 insurance license required (valid in the state of Florida)
• Proven customer service skills, with strong verbal and written communication
• Detail-oriented with the ability to multitask and manage priorities effectively
• Previous experience in a customer service or insurance environment preferred
• Commitment to maintaining confidentiality and professionalism in all client matters

Ideal Candidate Snapshot

• Motivated and customer-focused with a desire to provide excellent service
• Adaptable, able to work efficiently both independently and within a team
• Shows initiative and seeks opportunities for personal and professional growth
• Values accuracy, accountability, and a collaborative work environment

Other Relevant Information

• Agency supports clients with a variety of insurance products, including auto, home, life, and retirement planning
• Growth opportunities are available for high-performing team members
• State Farm agents are independent contractors who hire their own employees. Employees are not employees of State Farm.

If you are ready to take on the role of Licensed Insurance Customer Service Representative and bring your expertise to a thriving agency, we look forward to considering your qualifications and welcoming you to our team!