Insurance Customer Service Representative

Job Overview

Who we are

We are a busy, established Farmers Insurance agency looking for an experienced, California-licensed Personal Lines Account Manager to join our team!

This is primarily a personal-lines account management/customer service position with some light commercial service support. This position is service based primarily. It is ideal for someone who genuinely enjoys helping people, communicates confidently, and knows how to keep insurance service work organized and moving forward.

You will manage client needs, follow up on underwriting requirements, review policies, and help ensure nothing falls through the cracks. We are looking for someone who takes ownership of their work, provides excellent service, and enjoys being part of a supportive, results-driven team.

Salary Range: $27.00 - $30.00 per hour

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Career Growth Opportunities

Mon-Fri Schedule

Health Insurance

Retirement Plan

Requirements

What We're Looking For

Active California Property & Casualty insurance license required

At least two years of insurance agency experience strongly preferred

Personal-lines servicing and quoting experience preferred

Commercial servicing or certificate experience is a plus, but not required

Confident, professional telephone and client communication skills

Strong organization, follow-through, and attention to detail

Comfortable managing multiple priorities in a busy office

Positive, dependable, and willing to take ownership of responsibilities

Life insurance license is a plus but not required

If you are licensed, experienced, and looking for a stable position where your work is valued, we would love to hear from you!!

To apply, please submit your résumé and include a short note describing your insurance agency experience and the types of policies you have serviced or quoted.

Responsibilities

What You'll Do

Manage agency alerts, follow-ups, and assigned client service tasks

Assist clients with billing questions, policy changes, missing documents, and underwriting requirements

Monitor renewals and alerts for both Farmers and brokered policies

Review client coverages and identify gaps or cross-sell opportunities

Quote and present personal-lines insurance options to clients

Answer incoming calls and provide friendly, professional assistance

Maintain accurate documentation and detailed notes in our CRM

Follow up consistently with clients, carriers, and underwriting

Provide light commercial service support, including:

Assisting clients with commercial policy payments

Managing commercial policy document alerts

Processing certificates of insurance as needed

Support the Office Manager and service team with day-to-day account needs