Licensed Insurance Customer Service & Retention Representative (CSSR)

Onsite$45,000 - $60,000/yrPosted 1 week ago

Job details

Location
Norman, Oklahoma
Work type
Onsite
Compensation
$45,000 - $60,000/yr
Posted
1 week ago
Apply on
app.idealtraits.com

About this role

Licensed Insurance Customer Service & Retention Representative (CSSR)

Job Overview

Quiñónez Agency is seeking a licensed insurance service professional who understands that excellent service protects client relationships and agency growth.

This role focuses on client retention, policy service, renewal support, and identifying opportunities for licensed producers to help clients with additional coverage. The ideal candidate is proactive, organized, and comfortable handling client conversations independently within their authority.

Salary Range: $45,000.00 - $60,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Mon-Fri Schedule

Career Growth Opportunities

Requirements
  • Active Property & Casualty insurance license in Oklahoma, or ability to obtain it before performing activities requiring the license.
  • Prior insurance agency customer service or account management experience preferred.
  • Strong knowledge of personal lines; commercial lines experience is a plus.
  • Excellent phone, writing, problem-solving, and client relationship skills.
  • Organized, responsive, and capable of managing multiple priorities.
  • Comfortable with agency management systems, carrier portals, and CRM software.
  • Strong spoken and written English; Spanish is a plus.
Responsibilities
  • Handle routine client policy service requests and questions.
  • Assist with policy changes, billing questions, documentation, and renewal follow-up.
  • Support retention by identifying cancellation risks and contacting clients as appropriate.
  • Process or coordinate certificates of insurance and other documentation within authorized procedures.
  • Review renewal information and identify accounts that need additional attention.
  • Recognize cross-sell opportunities and refer them to the appropriate producer.
  • Maintain accurate client records and follow up on open service tasks.
  • Communicate professionally with clients, carriers, and agency team members.
  • Follow carrier requirements, agency procedures, and applicable insurance regulations.
Remote Type: No
Job Type: Full-Time
Job Category: Sales
Location: 2424, Springer Drive Ste 202,Norman,OK,73069,US

About Us

Farmers Insurance - Jonathan Quinonez is a high-performing company home based in Norman, Oklahoma. With a commitment to excellence and a passion for serving our community, we specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. Our team of dedicated professionals brings years of experience and expertise to the table, ensuring that our clients receive the highest level of service and support. Allowing us to service not just only Oklahoma but an additional 11 states across the country.

At Jonathan Quinonez Insurance Agency, we understand that insurance can be complex and overwhelming. That's why we strive to simplify the process for our clients, offering clear guidance and expert advice every step of the way. Whether you're in need of auto, home, life, or business insurance, you can trust us to find the right coverage options to protect what matters most to you.

Why Join Us

Joining Farmers Insurance - Jonathan Quinonez means becoming part of a winning team dedicated to excellence and success. Here are a few reasons why you should consider joining us:

  1. Opportunity for Growth: We believe in investing in our team members and providing opportunities for professional growth and advancement. Whether you're just starting your career or looking to take the next step, we'll support you every step of the way.
  2. Positive Work Environment: At Jonathan Quinonez Insurance Agency, we foster a positive and inclusive work environment where teamwork and collaboration are encouraged. We value diversity and celebrate the unique contributions of each team member.
  3. Commitment to Excellence: As a high-performing agency, we hold ourselves to the highest standards of excellence in everything we do. When you join our team, you'll be part of a company that is committed to delivering exceptional service and exceeding client expectations.
  4. Competitive Compensation: We offer competitive compensation packages, including base salary, bonuses, and incentives, to reward our team members for their hard work and dedication.
  5. Make a Difference: By joining Jonathan Quinonez Insurance Agency, you'll have the opportunity to make a difference in the lives of our clients every day. You'll play a vital role in helping them protect what matters most to them, giving them peace of mind for the future.

If you're ready to take your career to the next level and join a winning team, we want to hear from you. Apply now to become part of the family and start making a difference today!

Ready to apply?
ApplyBolt finds matching jobs, tailors your resume, and submits applications for you.

About Farmers Insurance - Jonathan Quinonez