Licensed Insurance Customer Service
Insurance Agency - San Jose
•
San Jose, CA
Company
Insurance Agency - San Jose
Location
San Jose, CA
Type
Full Time
Job Description
Licensed Insurance Customer Service
Location:SAN JOSE, CA, 95125
Salary:$60000.0 - $80000.0/year
Experience:0 Year(s)
Local insurance agency l ocated in San Jose, CA, is seeking a motivated and detail-oriented individual to join our team as a Full-Time Licensed Property & Casualty (P&C) Client Service Representative. In this role, you will play a crucial part in providing excellent customer service and support to our clients.
Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. This position is perfect for someone looking to work Monday through Friday, from 9:00 AM to 5:00 PM, with the potential for growth and development within our company.
Responsibilities:
• Respond promptly and professionally to client inquiries regarding insurance policies, coverage, claims, and billing.
• Process policy changes accurately and efficiently.
• Assist clients in understanding their insurance needs and recommend appropriate coverage options.
• Maintain client records and ensure all documentation is complete and accurate.
• Collaborate with agents and underwriters to address client concerns and resolve issues promptly.
• Process daily alerts
• Handle all incoming claims calls from customers and follow-up
• Document each customer contact.Immediately greet all customers, entering the office in a friendly and helpful manner
•
Requirements:
• Minimum of 1 year of experience in a customer service or insurance-related role.
• Active Property & Casualty (P&C) required.
• Strong communication skills, both verbal and written.
• Excellent attention to detail and organizational abilities.
• Ability to work independently and as part of a team.
• Proficiency in basic computer applications and insurance management systems.
• Windows PC literate (Word, Outlook, Adobe DC)
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.Proficiency in multi-task, follow-thru and follow-up.
•
Benefits:
• Competitive hourly base.
• Quarterly Bonuses (based on new sales).
• Annual Bonus (based on overall job performance).
• Opportunities for career growth and professional development.
• Retirement plan available after probation period.Hands on Paid Training
•
How to Apply:
If you meet the qualifications and are interested in joining our team, please submit your resume and a cover letter outlining your relevant experience and why you are a good fit for this position. We look forward to hearing from you!
Company Overview:
We are an established agency with many years of experience to help our clients with a variety of services like, auto, home, commercial, and life insurance. As well as investments and retirement planning.
Equal Opportunity Employer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All qualified applicants will receive consideration for employment.
Job Type:Full-time
Annual Range:$60,000 - $80,000
License/Certification:
Property and Casualty insurance license
Ability to Commute:
San Jose, CA 95125 (Required)
Ability to Relocate:
San Jose, CA 95125: Relocate before starting work (Required)
Work Location:In person
PI277128141
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Company Info
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Date Posted
08/07/2025
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