Licensed Insurance Customer Service Representative

Job Description

Job Description

Overview :

We’re seeking a licensed Insurance Customer Service Representative (CSR) to provide exceptional support to clients and help ensure they fully understand their insurance options. This role focuses on relationship-building, problem-solving, and delivering outstanding service. Bilingual candidates are encouraged to apply.

Key Responsibilities :

• Maintain a consistently professional and courteous demeanor
• Understand client needs and provide personalized insurance solutions
• Clearly communicate policy options, coverage details, and benefits
• Stay up to date on insurance products, industry standards, and regulations
• Review renewal business and recommend appropriate follow-up actions
• Provide ongoing service, seek referrals, and identify cross-sell / up-sell opportunities
• Document all client interactions and actions taken
• Assist with annual reviews and prepare customized coverage recommendations
• Collaborate with team members and escalate complex issues when needed
• Monitor KPIs and support general customer service tasks as assigned

Skills & Qualifications :

Requirements :

What We Offer :

This position is perfect for someone looking to build a long-term career in insurance with a company that values growth, teamwork, and integrity.