insurance customer service

Carlos Cruz Agency - Farmers Insurance

<div><h2 class="jobSectionHeader">Job Overview</h2><div>
Job Overview
Are you ready to join one of the top-performing insurance agencies in the country?
If that sounds like you, keep reading.
Carlos Cruz Insurance Agency, based in San Antonio, TX, is one of the fastest-growing agencies nationwide &mdash; and we're looking for dedicated Customer Service Representatives to support our clients and help maintain our reputation for exceptional service.
Our office environment is energetic, collaborative, and fun.
Take a look at what we're all about &mdash; if it feels like a fit, we'd love to hear from you!
A Day in the Life of a Customer Service Representative<ul><li>
Start your morning with our Daily Team Huddle</li><li>
Assist existing clients with policy questions, updates, and service needs</li><li>
Provide clear, friendly, and solution-focused support over the phone</li><li>
Work closely with teammates to ensure every client receives top-tier service</li><li>
Help maintain strong client relationships that support long-term retention</li></ul>
Why We're One of the Best Workplaces in Texas
It's simple &mdash; we invest in our people.
1) Competitive Compensation
We believe great service deserves great pay. Our compensation plan rewards performance and gives you the opportunity to build a stable and rewarding career.
2) Amazing Team Culture
We're all about teamwork, accountability, and shared success. You'll be surrounded by supportive peers who want to see you grow.
3) Clear Career Growth
We're always developing future leaders. Every team member has the opportunity to advance within our organization. 
Frequently Asked Questions
1) What kind of training will I receive?
From day one, you'll receive hands-on product and service training designed to help you excel in your role and achieve your professional goals. 
2) Do I need prior insurance experience?
Not at all. No prior insurance experience is required &mdash; we'll train you from the ground up. 
3) Will I be responsible for sales?
This is primarily a service-focused role. While you may assist with simple policy updates or coverage recommendations once licensed, your main responsibility is supporting existing clients. 
4) What's the company culture like?
We thrive on collaboration, accountability, and fun. Our culture encourages personal growth, teamwork, and excellence. 
5) What's the career path?
Customer Service Representatives can grow into senior service roles, team leads, or management positions within the agency. 
6) Is this commission-only?
No &mdash; this role includes a strong base salary with opportunities for bonuses. 
Salary Range: $45,000.00 - $65,000.00 per year</div>
<h2 class="jobSectionHeader">Benefits</h2><div>
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO) 
Dental Insurance 
Vision Insurance 
Health Insurance 
Hands on Training 
Mon-Fri Schedule 
</div><h2 class="jobSectionHeader">
Requirements</h2><div><ul><li>
Ability to quickly learn product knowledge to assist clients effectively</li><li>
Passion for helping clients find solutions that meet their needs</li><li>
Strong commitment to accuracy and protecting clients from risk</li><li>
Proven work ethic with high integrity</li><li>
Positive, resilient attitude with success in a fast-paced call environment</li><li>
Ability to build trust and rapport with clients over the phone</li><li>
Desire for continuous personal and professional development</li><li>
Flexibility to adapt as business needs evolve</li></ul>
About Us
Farmers Insurance &ndash; Carlos Cruz Agency is a vibrant team of agents and staff dedicated to providing tailored coverage solutions to protect families and their assets. We take pride in delivering exceptional customer service that exceeds client expectations.</div>
<h2 class="jobSectionHeader">Responsibilities</h2><div><ul><li>
Assisting clients with policy changes, billing questions, and coverage explanations</li><li>
Advocating for clients by asking the right questions to understand their needs</li><li>
Resolving client issues using our carrier resources and internal tools</li><li>
Recommending suitable solutions once licensed</li><li>
Supporting a team-based environment focused on exceeding expectations</li><li>
Participating in our merit-based performance culture</li><li>
Completing special projects as assigned</li></ul>
Compensation &amp; Benefits
Competitive Base Salary $39,520 + Bonus Opportunities
Paid Time Off (PTO)
Dental and Vision Insurance
Comprehensive Training and Ongoing Development
Monday&ndash;Friday Schedule (Evenings Off)
Career Advancement Opportunities
Paid Holiday
Company Trips &amp; Incentives</div><h2 class="jobSectionHeader">
About Us</h2><div>
Since 2013, the Carlos Cruz Insurance Agency has proudly served individuals, families, and businesses across Texas and Oregon, delivering high-quality, affordable insurance solutions backed by one of the most trusted names in the industry&mdash;Farmers Insurance.
Based in Northeast San Antonio, our agency is committed to providing exceptional service, personalized coverage options, and expert guidance to help protect what matters most.
As a part of the Farmers Insurance Group, one of the largest and most respected insurance carriers in the country since 1928, we bring our clients the strength of a nationally recognized brand combined with the personal touch of a local agency.
Our experienced team specializes in a full range of insurance products&mdash;including auto, home, life, commercial, and more&mdash;ensuring our clients have the right protection at every stage of life.
At Carlos Cruz Insurance Agency, we don&rsquo;t just sell policies&mdash;we build lasting relationships based on trust, service, and results.</div></div>

Insurance Customer Service (2+yrs Sales Exp. Required)

Gelfand Insurance

Job DescriptionWe&rsquo;re looking for an experienced, detail-oriented, and dependable individual to join our team as an Assistant Customer Service Representative. This role is ideal for a licensed insurance agent or experienced CSR who enjoys servicing clients and supporting an agency, without the pressure of sales.Position OverviewThis position focuses on servicing existing clients, handling policy changes, and supporting daily agency operations. The ideal candidate is comfortable working in a fast-paced environment and has prior experience in insurance or customer service.Responsibilities<ul><li>Assist clients with policy servicing (changes, updates, billing questions, etc.)</li><li>Answer and route incoming calls professionally</li><li>Respond to client emails and service requests</li><li>Process endorsements, certificates, and policy documents</li><li>Support agents with day-to-day account management</li><li>Maintain accurate client records and data entry</li><li>Help ensure a smooth and positive client experience</li></ul>Qualifications<ul><li>Prior experience in insurance or customer service (required)</li><li>Insurance license preferred (or willingness to obtain)</li><li>Strong communication and organizational skills</li><li>Comfortable with agency management systems and basic computer tools</li><li>comfortable working independently</li><li>Detail-oriented and able to multitask</li><li>Reliable and professional</li><li>Bilingual is a plus, but not required.</li></ul>What Makes This Role a Good Fit<ul><li>Perfect for an agent who prefers servicing over sales</li><li>No sales quotas or production pressure</li><li>Supportive team environment</li><li>Opportunity to grow within the agency</li></ul>Benefits<ul><li>Paid time off</li><li>Retirement plan</li></ul>Supplemental Pay:<ul><li>Bonus opportunities</li></ul>About UsWe&rsquo;re a fast-paced, fun, and friendly team that takes pride in delivering old-school customer service while helping clients with their insurance and financial needs. As a smaller office, we value strong relationships, teamwork, and attention to detail, and we&rsquo;re looking for the right person to grow with us and make a real impact.Job Type: Full-timePay: $16.30 - $23.00 per hourBenefits:<ul><li>401(k)</li><li>Paid time off</li></ul>Experience:<ul><li>Office: 2 years (Preferred)</li><li>Customer Service: 3 years (Preferred)</li></ul>Ability to Commute:<ul><li>West Linn, OR 97068 (Required)</li></ul>Ability to Relocate:<ul><li>West Linn, OR 97068: Relocate before starting work (Preferred)</li></ul>Work Location: In person

Insurance Assistant Customer Service Representative

Qatar Insurance Company

Qatar Insurance Company (QIC) is the largest insurance provider in Qatar and one of the leading insurers in the MENA region, founded in 1964. It provides: General insurance, Motor insurance, Medical insurance, Property &amp; engineering insurance, Marine &amp; liability insurance, Reinsurance and international operations.Customer Service / Call Center staff in QIC handle customer interactions related to insurance products (motor, health, travel, etc.), ensuring fast, accurate, and professional service. You will act as the first point of contact, supporting customers through inquiries, claims, and policy-related concerns.Key Responsibilities:1. Customer Interaction (Inbound &amp; Outbound)2. Insurance Support &amp; Assistance3. Complaint Handling &amp; Issue Resolution4. CRM &amp; Documentation5. Sales &amp; Customer Retention (Optional)Required Skills &amp; Qualifications:Bachelor&rsquo;s degree or diploma (Business, Finance, or related field preferred)1&ndash;3 years experience in customer service or call center (insurance/banking preferred)Strong communication skills (English required, Arabic preferred)Good knowledge of CRM systems and Microsoft OfficeAbility to handle high call volumes and pressureAttention to detail and problem-solving skillsنوع الوظيفة: دوام كاملالراتب المدفوع: QAR٥٬٥٠٠٫٠٠&nbsp;لكل شهرموقع العمل: بشكل شخصي

Customer Service / Call Center Roles – Qatar Insurance Company (QIC)

Senior Life Insurance Company

Senior Life Insurance Company is looking for a compassionate and dependable Customer Service Representative to support our policyholders, agents, and internal teams. This role is essential to delivering exceptional service to every policyholder and their families while maintaining accuracy and compliance in every interaction.Responsibilities:Answer inbound calls and respond to customer inquiries with care and professionalismAssist policyholders with policy information, billing questions, and basic claims supportProcess policy updates, beneficiary changes, and account requestsAccurately document customer interactions in company systemsFollow insurance regulations and company procedures at all timesEscalate complex issues and follow through to resolutionRequirements and Qualifications:High school diploma or equivalent1+ year of customer service experience (insurance or call center preferred)Strong communication and listening skillsBasic computer skills and ability to navigate multiple systemsPatient, reliable, and customer-focused approachWhy Join Senior Life Insurance Company:Mission-driven organization serving seniors and familiesSupportive team culture with strong trainingStable, growing company in the insurance industryOpportunity to make a meaningful difference every dayBenefits:Health, Dental and Vision401(K) with company matchPaid holidaysWeekly PayJob Type: Full-timeApply today or message us to learn more.Pay: $15.00 - $20.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Referral program</li><li>Vision insurance</li></ul>Work Location: In person

Customer Service Representative

Diversified Insurance Group

<div><h2 class="jobSectionHeader">Job Overview</h2><div>
BNC Insurance Agency provides a comprehensive range of insurance solutions, including Commercial and Personal Lines, Property and Casualty Insurance. We specialize in offering services to individuals, companies, Vendors, and realtors, catering to Michigan and extending beyond. Our team is dedicated to delivering tailored solutions to meet the needs of diverse clients. With a strong commitment to excellence, we aim to provide seamless service and reliable insurance products. 
 
Salary Range: $30,000.00 - $40,000.00 per year</div>
<h2 class="jobSectionHeader">Benefits</h2><div>
Annual Base Salary Based on Experience
Paid Time Off (PTO) 
Hands on Training 
Mon-Fri Schedule 
Career Growth Opportunities 
</div><h2 class="jobSectionHeader">
Requirements</h2><div>
Skills &amp; Qualifications 
 
Strong customer service and communication skills 
 
Excellent organization and attention to detail 
 
Ability to multitask and manage multiple requests simultaneously 
 
Basic computer proficiency and ability to learn agency management systems 
 
Professional demeanor when communicating with clients and coworkers 
 
Ability to work collaboratively within a team environment
</div><h2 class="jobSectionHeader">Responsibilities</h2><div>
Role Summary: 
 
The Customer Service Representative provides administrative and client service support to ensure the efficient daily operation of the agency. This role assists clients with policy servicing needs, processes administrative tasks, maintains accurate client records, and supports agents with customer communication and account management. The position requires strong organizational skills, attention to detail, and a commitment to providing excellent customer service while representing the agency in a professional manner. 
 
Primary Responsibilities 
 
Client Service &amp; Communication 
 
Answer incoming calls using the agency's standard greeting, assist clients with routine inquiries, and direct calls to the appropriate team member when necessary. 
 
Monitor voicemail messages and return calls within 24 hours or forward messages to the appropriate employee for follow-up. 
 
Respond to client email inquiries, assist customers when possible, and forward coverage-related questions to licensed agents. 
 
Address customer questions, concerns, or complaints professionally and escalate issues to appropriate personnel when necessary. 
 
Build and maintain positive relationships with clients to support customer satisfaction and retention. 
 
Refer customers to licensed agents when initiating new policies or when coverage upgrades or changes are needed. 
 
Policy Servicing 
 
Access and review customer accounts and policies through HawkSoft and carrier websites. 
 
Process approved non-coverage policy changes (e.g., placing vehicles in or out of storage) in accordance with agency procedures. 
 
Generate and provide proof of insurance through HawkSoft or carrier systems. 
 
Assist clients with billing inquiries and payment plan questions when applicable. 
 
Process client payments and apply payments directly through carrier websites when required. 
 
Claims Assistance 
 
Assist clients with reporting insurance claims to the appropriate carrier. 
 
Monitor claim notifications received from carriers and attach claim documentation to the appropriate client file within HawkSoft. 
 
Notify the agent responsible when a claim has been reported so they may follow up with the client. 
 
Administrative &amp; System Management 
 
Maintain accurate customer and prospect records within HawkSoft. 
 
Create prospect profiles and collect information for potential new business leads. 
 
Manage email communications, flagging items that require follow-up, and attaching correspondence to client files. 
 
Monitor and follow up on all open suspense items and task reminders daily. 
 
Use RSign for electronic document signatures when needed. 
 
Send and receive documents via fax when necessary. 
 
Office &amp; Operational Support 
 
Open, sort, and process incoming mail, including scanning documents into HawkSoft or delivering materials to appropriate staff members. 
 
Prepare and mail policy documents and client correspondence. 
 
Assist with marketing mailings and agency outreach initiatives. 
 
Communicate availability with team members using internal messaging systems when away from the desk (e.g., lunch, breaks, errands). 
 
Perform general administrative and clerical tasks to support agency operations. 
 
Assist in maintaining a clean and organized office environment. 
 
Additional Responsibilities 
 
Develop and maintain a working knowledge of the agency's insurance products and carrier guidelines. 
 
Promote the agency's services to existing and prospective clients when appropriate. 
 
Perform other related duties as assigned.
</div><h2 class="jobSectionHeader">About Us</h2><div><div>
Our local insurance agency is located in Lansing, MI in the Stadium District. Our team takes pride in providing each and every client with exceptional customer service while delivering them insurance products that best suit their needs. We are constantly growing and adding talent to our well established agency. If you are looking for a rewarding career in the insurance industry, then we encourage you to apply to our team today!</div></div></div>

Hermes Insurance

Insurance Customer Service Representative Hermes Insurance Solutions is a Independent Insurance Agency in Sanger, Texas looking for a full time CSR to perform the essential function of supporting the service needs of our clients. This is an in office position, Monday thru Friday 8am to 5pm.Responsibilities and Duties:<ul><li>Answering phone calls and greeting customers with a positive attitude</li><li>Provide excellent customer service to existing clients which include- billing inquiries, policy changes, claim submissions, and more.</li><li>Gather information needed to provide insurance quotes to prospects and work with customers during the sale while informing and educating on insurance coverage needs.</li><li>Keep record of all customer interactions, update customer accounts and file documents in management system</li><li>Identify new business opportunities for both new customers and existing customers</li><li>Actively seeking referrals and rounding out current business</li></ul>Qualifications and Skills:<ul><li>Previous customer service experience required, minimum of 2 years.</li><li>Must have General Lines Property and Casualty license or obtain it within 90 days of employment.</li><li>Exceptional communication and interpersonal skills</li><li>Strong organizational and time management skills</li><li>Ability to provide customer service and maintain positive relationships with clients</li><li>Must pass background check</li><li>Must be reliable and punctual</li><li>Strong moral ethics</li><li>Proficiency in MS Office Suite (including Word and Outlook)</li><li>High School degree or equivalent</li></ul>Job Type: Full-timePay: From $40,000.00 per yearBenefits:<ul><li>On-the-job training</li><li>Paid time off</li></ul>Shift:<ul><li>8 hour shift</li></ul>Work Location: In person

State Farm

<div><div><div>Benefits:</div>
<ul><li>Company parties</li>
<li>Competitive salary</li>
<li>Free food &amp; snacks</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Paid time off</li>
</ul></div><div><div>ROLE DESCRIPTION:</div>
<div>
 
 You will need Property &amp; Casualty and Life &amp; Health Licensing before beginning employment. 
 
As our new Customer Relations Representative, you will be the first face people see when they walk through our doors. A warm smile, cheerful disposition, and enthusiastic attitude go a long way in your success in this role. Throughout your work day you will perform activities such as answering calls, taking payments, making policy changes, and creating conversation with our existing clients, finding unrecognized needs and offering appropriate products to solve those needs. You are a problem-solver. You must be willing to get personal with people about life and finances. You must be willing to ask about life insurance. It is one of the most important services we provide. 
 
Here's what we bring you: 
We are a small and very successful team that has grown our business 150% in the last 5 years. We are thrilled to have an incredible client base that has rated us a 5-Star business and we take our customer service personally. We work hard together, have fun together, travel together, and eat together. We are drama-free.</div><div> 
</div>
<div> We anticipate internal growth opportunities for especially driven and sales-minded candidates. If you have goals to be a business owner and open your own State Farm agency, we can start your path here. We look forward to connecting with you if you are the goal-driven and customer-oriented team member we are searching for.
 
 
Property and Casualty as well as Life and Health licenses are required for this position and must be obtained prior to starting. If you do not currently possess licensing, it will be quite challenging to be eligible for this round of hiring.</div> 
<div> 
</div><div>RESPONSIBILITIES:</div>
<ul><li>Establish customer relationships and follow up with customers as needed.</li>
<li>Propose new lines of insurance including life insurance and disability insurance to new and existing customers.</li>
<li>Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.</li>
<li>Use a customer-focused, needs-based review process to educate customers about insurance options and make appropriate recommendations for other lines of insurance.</li>
<li>Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.</li>
<li>Establish new customer contact and acquire new business.</li></ul> 
<div> 
</div><div>QUALIFICATIONS:</div>
<ul><li>Dedicated to customer service</li>
<li>Cheerful disposition</li>
<li>Understanding the nature of a professional work environment</li>
<li>Able to effectively relate to a customer, answer their questions, and anticipate their needs.</li>
<li>Excellent communication skills to assist customers and coordinate with other agency team members</li>
<li>Proactive in problem-solving</li>
<li>You are committed to your team and will support them tirelessly</li>
<li>You seek out the next challenge</li></ul> 
<div> 
</div><div>BENEFITS:</div>
<ul><li>Salary pay plus commission/bonus</li>
<li>Growth potential/Opportunity for advancement within my office</li>
<li>Paid time off (vacation and personal/sick days)</li>
<li>Health benefits</li>
<li>Valuable career-building experience</li></ul></div></div>

Customer Relations Representative - State Farm Agent Team Member

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