Position Overview
We are seeking a Licensed Insurance Customer Service Representative to join a high-performing insurance team. This role is ideal for an energetic professional who is passionate about providing outstanding customer experiences and helping individuals find insurance solutions tailored to their needs. As a Licensed Insurance Customer Service Representative, you will play a pivotal role in building lasting client relationships, supporting their insurance needs, and contributing to the agency’s growth. This opportunity offers a rewarding career path, valuable industry experience, and advancement potential.
Working as a Licensed Insurance Customer Service Representative within a supportive agency environment provides a chance to interact with customers, address their inquiries, and ensure they receive prompt and accurate service. This is a great role for motivated self-starters who thrive in fast-paced, service-driven settings.
Licensed Insurance Customer Service Representative - Summary
- Serve as a primary contact for customers, addressing their insurance inquiries and service needs.
- Support agency growth through value-based conversations and remarkable customer experiences.
- Utilize strong communication and interpersonal skills to educate customers about insurance products and services.
- Maintain a high standard of professionalism and ethical conduct in every customer interaction.
Duties & Responsibilities
- Establish and maintain strong customer relationships, following up as needed to ensure satisfaction and loyalty.
- Respond promptly and accurately to customer inquiries regarding insurance coverage, eligibility, policy changes, claims, billing, and service options.
- Educate customers through a needs-based review process, helping them understand their options for auto, fire, life, and health insurance.
- Process policy changes, transfers, claim submissions, and provide billing clarification as requested by clients.
- Maintain detailed and timely activity reports for the agent, ensuring transparency and accountability in all tasks.
- Collaborate with team members to deliver exceptional customer service and meet agency goals.
- Stay informed about product changes, industry developments, licensing requirements, and participate in ongoing education and training programs.
- Demonstrate a strong work ethic and unwavering commitment to success on a daily basis.
Salary & Benefits
- Base pay with additional commission opportunities based on performance.
- Paid time off and vacation benefits to support work-life balance.
- Health benefits to promote physical and financial well-being.
- Retirement plan with employer matching to support long-term financial goals.
- Opportunities for professional growth and advancement within the agency.
- Gain valuable insurance industry experience and build a foundation for a lasting career.
Qualifications & Requirements
- Active licenses in Auto, Fire, Life, and Health insurance (required).
- Excellent communication skills, both written and verbal, with the ability to listen and respond effectively.
- Strong interpersonal skills and a people-oriented approach to service.
- Demonstrated organizational skills, attention to detail, and the ability to multi-task efficiently.
- Self-motivated, proactive, and committed to providing outstanding customer service.
- Ability to learn and navigate computer systems and insurance software.
- Proven ability to work collaboratively in a team environment.
- Commitment to accuracy, timely completion of tasks, and professional pride in work quality.
- Willingness to remain updated on product changes, licensing requirements, and participate in required continuing education.
Ideal Candidate Snapshot
- Licensed in Auto, Fire, Life, and Health insurance lines.
- Enthusiastic about helping others and delivering value-based service.
- Thrives in a fast-paced, dynamic work environment.
- Exhibits a positive, self-starting attitude with a drive for excellence.
- Possesses a strong sense of responsibility and commitment to personal and professional growth.
Other Relevant Information
- This position is with an independent insurance agency and not directly with the insurance company.
- Candidates must successfully complete all applicable licensing requirements and training programs as set by the agency and state regulations.
- Employees are hired by independent contractors, not by the insurance carrier directly.
- Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.