Licensed Insurance Customer Service Representative

Bryan Smith - State Farm; Tulsa (OK); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Referral bonus: $500

Career advancement opportunities

Comprehensive training and development

Job summary

gobravvo is seeking a Licensed Insurance Customer Service Representative in Tulsa, OK to join our in-office agency team. The CSR will assist policyholders with Property & Casualty, Life and Health insurance needs, ensuring accurate, courteous, and prompt service as part of a growth-focused practice.

Ideal candidates hold active Property & Casualty and Life & Health licenses, excel in communication, and can manage multiple tasks while delivering exceptional customer experiences to the local Tulsa

Qualifications

• Active Property & Casualty license required.
• Active Life and Health license required.
• Strong interpersonal skills and ability to build rapport with clients.
• Excellent written, verbal, and listening communication abilities.
• Solid organizational skills and attention to detail.
• Demonstrated self-motivation and initiative.

Responsibilities

• Establish and nurture relationships with insurance customers to ensure ongoing satisfaction and retention.
• Respond promptly to inquiries about availability, coverages, changes, transfers, claims, and billing.
• Educate clients about insurance options using a needs-based review process.
• Maintain thorough documentation of client communications in agency systems.
• Collaborate with team to meet customer satisfaction and business objectives.
• Stay current on product changes, licensing requirements, and industry developments.
• Provide timely activity reports to the agency principal or agent.

Skills

Active Property & Casualty license

Active Life & Health license

Interpersonal skills

Communication (written/verbal/listen)

Organizational skills

Self-motivation

Customer service orientation

Agency management software

Tools

Agency management software

Job description

Licensed Insurance Customer Service Representative - Summary

The Licensed Insurance Customer Service Representative (CSR) plays a pivotal role in providing outstanding support and guidance to insurance clients. In this full‑time position based in Tulsa, OK, you will join a dedicated insurance agency team focused on delivering a remarkable customer experience. As a Licensed Insurance CSR, your primary responsibility will be ensuring policyholders receive prompt, accurate, and friendly assistance regarding their Property and Casualty, as well as Life and Health insurance needs. The ideal candidate will bring both active licensing credentials and a passion for customer service excellence, supporting the agency’s commitment to growth and client satisfaction. Working in Tulsa offers the unique opportunity to serve a diverse community while developing valuable skills in a thriving industry.

Duties & Responsibilities

• Establish and nurture strong relationships with insurance customers, following up as needed to ensure ongoing satisfaction and retention.
• Respond promptly, accurately, and courteously to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Utilize a customer-focused, needs-based review process to educate policyholders about a range of insurance options, helping clients make informed decisions.
• Maintain comprehensive documentation of client communications and follow-up actions within agency systems.
• Demonstrate a strong work ethic and total commitment to daily success and agency goals.
• Collaborate with agency team members to achieve customer satisfaction and business objectives.
• Stay current on product changes, licensing requirements, technical developments, and continuing education as required by industry standards.
• Provide timely and thorough activity reports to the agency principal or agent as part of ongoing performance evaluation.
• Engage proactively in problem-solving, identifying opportunities to enhance the customer experience.

Salary & Benefits

• Base salary with a competitive pay structure, commensurate with experience and qualifications.
• Performance-based incentives and opportunities for financial growth.
• Eligibility for a $500 referral bonus for successful candidate referrals (terms apply).
• Opportunities for career advancement within the insurance agency.
• Comprehensive training and support for professional development.

Qualifications & Requirements

• Active Property & Casualty insurance license (required).
• Active Life and Health insurance license (required).
• Excellent interpersonal skills with a proven ability to build rapport with clients.
• Strong written, verbal, and listening communication abilities.
• Organizational skills and attention to detail in all aspects of work.
• Demonstrated self-motivation and initiative in a professional setting.
• Dedication to providing exceptional customer service with a people-oriented approach.
• Proficient in learning and utilizing computer functions and agency management software.
• Ability to work collaboratively as part of a team and independently when required.
• Capacity to multi-task and adapt to changing priorities in a fast-paced environment.
• Commitment to ongoing learning and remaining current in industry trends, product changes, and licensing requirements.

Ideal Candidate Snapshot

• An energetic, licensed insurance professional seeking to grow within a reputable agency.
• Motivated by delivering value-based conversations and memorable customer experiences.
• Adaptable, proactive, and comfortable handling multiple responsibilities with accuracy.
• Open to continuous learning and career advancement within the insurance sector.
• Excited to work in an in-office setting and engage with clients in the local Tulsa community.

Other Relevant Information

• This position is with an independent insurance agency and not directly with any insurance carrier.
• All candidates must successfully complete applicable licensing requirements and agency training programs as a condition of employment.
• Agency employees are employed by the independent agent and not by any carrier or parent company.
• The agency is dedicated to equal employment opportunity and maintains an inclusive, non-discriminatory workplace in compliance with EEOC standards.

If you see yourself thriving in the role of Licensed Insurance Customer Service Representative and meet the qualifications listed above, we encourage you to take the next step in your career journey.