We are a small, established insurance agency seeking a licensed Insurance Customer Service Representative (CSR) who can confidently service existing clients, identify cross-sell opportunities, and assist with life insurance appointment setting.

This role is ideal for someone who enjoys autonomy, client relationships, and working in a professional, low-bureaucracy environment. The CSR must be comfortable working alone in the office on some occasions.

Salary Range: $50,000.00 - $75,000.00 per year

Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Work from Home

Mon-Fri Schedule

Active California Property & Casualty license (required)

Insurance agency experience preferred

Comfortable discussing coverage and asking discovery questions

Strong communication and organizational skills

Self-motivated and dependable

Comfortable working alone in an office environment

Basic computer skills (agency management systems, email, texting)

Service existing personal and commercial insurance clients

Process policy changes, endorsements, billing questions, and coverage reviews

Identify cross-sell opportunities and introduce additional lines of coverage

Set and confirm life insurance appointments

Conduct outbound follow-ups on coverage opportunities

Maintain accurate client records and documentation

Provide prompt, professional, and friendly customer service

Work independently in the office when scheduled

Denise Cosgrove-Farmers Insurance Agency is a dynamic and professional team dedicated to protecting what matters most. We're seeking energetic individuals to join our thriving insurance agency, where we empower clients and foster a supportive, growth-oriented environment. Join us in making a real impact!