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Licensed Insurance Customer Service Representative

Stephen Conway-Farmers Insurance Agency
Castro Valley, CA Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 12/31/2025

Job description

We seek a in-office (no remote at start) LICENSED P&C and Life/Health/Accident insurance specialist with at least three years of insurance experience (Salary pay rate corresponds to related experience). If you have experience in the insurance industry, Stephen Conway-Farmers Insurance Agency invites you to apply for this position. We challenge you to strive to meet your potential and are looking for someone who has the ambition to thrive. We seek a Customer Sales and Support Representative (CSSR) to join our team! This is an in-office position and you must provide exceptional customer service to our current clients and new prospects, process policy change requests, maintain knowledge of our products, and answer any questions our clients may have. We seek a in-office (no remote at start) LICENSED P&C and Life/Health/Accident licensed insurance specialist with at least three years of insurance experience. Farmers Insurance experience is a bonus (Salary pay rate corresponds to related experience).


Benefits

Annual Base Salary Based on Experience

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Hands on Training


Responsibilities

Position Details below include but are not limited to:

Responsibilities:

  • Answer phones for customers and ensure positive experience with every interaction.
  • Prospect current and potential customers to generate new business (referrals/cross-sells).
  • Coordinate daily appointments, phone meetings, annual policy reviews for agent.
  • Resolve customer inquiries and complaints.
  • Maintain required insurance licenses in good standing.
  • Assess client needs and advise clients on coverages and quoted products.
  • Develop and maintain relationships with clients and business partners in community.
  • Pivot service requests to sell company products / services and follow-up routinely with clients.

Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Be a great self-starter with a sense of urgency.
  • Career minded vision.
  • Great Customer Service and Listening Skills.
  • Problem-Solving Capabilities.

Salary : $35,000 - $55,000

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