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Insurance licensed only Customer Service Representative

MA FORMICO INSURANCE AGENCY
San Jose, CA Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/12/2025

Benefits :

Bonus based on performance

Competitive salary

Training & development

Must have your Property and Casualty license for this position. This position is ONLY if you are licensed.

Benefits / Perks

Competitive Pay

Professional Development

Job Stability in a growing industry

Job Description We are seeking a professional and personable Licensed Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products. Must have high school diploma. Must have Property and Casualty License or a life license preferred,

Responsibilities

Answer customer questions via phone, email, and in-person

Assist clients with new quotes, updating policies, payments, and other services

Schedule appointments and maintain calendar

Maintain detailed records of client interactions

Review audits and / or policies

Collaborate with colleagues to provide comprehensive customer service

Qualifications

Knowledge of insurance products

High school diploma / GED required, Bachelor’s degree preferred

Excellent customer service skills

Highly organized with strong time management skills

Familiarity with Microsoft Office and other software applications

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