Licensed Insurance Customer Service Representative

Gary Bock - State Farm Agency; Waterloo (IA); Presencial; USD 42.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Personal/sick days

Hands-on experience in insurance

Growth opportunities

Descripción de la vacante

gobravvo is seeking a Licensed Insurance Customer Service Representative (CSR) for a full-time, in-office position in Iowa. The role requires active Property and Casualty and Life and Health licenses and focuses on delivering exceptional customer service, educating clients about insurance options, and supporting policy management.

The CSR will operate within a collaborative team, contributing to client satisfaction and agency growth while maintaining high standards of accuracy and

Formación

• Active Property and Casualty license required.
• Active Life and Health license required.
• Excellent interpersonal and communication skills.

Responsabilidades

• Establish and maintain customer relationships through attentive service and follow-up.
• Respond to inquiries about insurance availability, coverage, changes, transfers, claims and billing.
• Use a needs-based review to recommend appropriate insurance options.
• Provide timely activity reports to the agent.
• Stay current with product changes and licensing requirements.

Conocimientos

Property and Casualty license

Life and Health license

Descripción del empleo

Licensed Insurance Customer Service Representative (CSR) - Full-Time

Are you a licensed professional eager to deliver remarkable customer experiences while building a rewarding career in the insurance industry? As a Licensed Insurance Customer Service Representative (CSR), you will play a central role in supporting clients, ensuring their insurance needs are met with expertise, care, and efficiency.

This full-time opportunity positions you as an integral member of a high-performing team dedicated to fostering customer satisfaction and business growth.

Working as a Licensed Insurance Customer Service Representative (CSR), you will utilize your Property and Casualty, as well as Life and Health licenses, to address client inquiries, educate customers about insurance products, and assist with policy management.

This role is ideal for individuals who thrive in a team-oriented environment, possess strong communication skills, and demonstrate a commitment to service excellence.

The position requires in-office attendance, offering a supportive work setting focused on collaboration and professional development.

Our agency values proactive individuals who are detail-oriented, highly organized, and passionate about making a positive impact through each client interaction.

Licensed Insurance Customer Service Representative - Summary

• Full-time, in-office opportunity supporting a leading independent insurance agency
• Utilize active Property and Casualty, as well as Life and Health insurance licenses
• Deliver exceptional customer service and build lasting client relationships
• Engage in value-based conversations to educate customers about insurance products
• Contribute to agency growth and a positive team environment

Duties & Responsibilities

• Establish and maintain customer relationships through attentive service and follow-up
• Respond promptly and accurately to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claims, and billing
• Utilize a needs-based review process to recommend appropriate insurance options
• Maintain a high standard of work ethic and daily commitment to success
• Provide timely and thorough activity reports to the agent
• Stay current with product changes, licensing requirements, technical developments, and continuing education
• Work collaboratively within a team environment and support office operations as needed

Salary & Benefits

• Competitive base salary with bonus opportunities
• Paid time off, including vacation and personal/sick days
• Valuable hands-on experience within a reputable insurance agency
• Potential for growth and advancement within the organization

Qualifications & Requirements

• Active Property and Casualty insurance license (required)
• Active Life and Health insurance license (required)
• Excellent interpersonal and communication skills (written, verbal, and listening)
• Strong organizational abilities and attention to detail
• Self-motivated and proactive in problem-solving
• Demonstrated commitment to customer service excellence
• Ability to learn and navigate computer systems
• Ability to multi-task and manage competing priorities effectively
• Ability to work as part of a cohesive team

Ideal Candidate Snapshot

• Holds both required insurance licenses and is committed to ongoing professional development
• Thrives in a customer-focused, team-oriented environment
• Exhibits strong work ethic and pride in delivering accurate, timely service
• Embraces opportunities to learn and grow within the insurance field
• Communicates clearly and listens actively to understand client needs
• Demonstrates integrity, professionalism, and reliability in all interactions

Other Relevant Information

This position is with an independent contractor insurance agent, not with State Farm Insurance Companies. Employment is contingent upon successfully completing all applicable licensing requirements and training programs. Employees of independent agents are not employees of State Farm. The agency is committed to providing a supportive work environment that encourages career development and professional growth. Applicants must be able to work in-office as required.