Customer Service Representative -Insurance

Position:
Customer Service Representative – Insurance (Licensed)

Location:
San Diego, CA (In-Office)

Pay:
Competitive Hourly Bonus Opportunities (Based on Experience)

Overview:
We are a busy, well-established Farmers Insurance agency looking for a reliable, detail-oriented Customer Service Representative to join our team full-time!

This role is the backbone of our office. You’ll be supporting both our clients and the agent directly—handling day-to-day service needs, keeping policies accurate, and making sure everything runs smoothly behind the scenes. If you enjoy helping people, staying organized, and being part of a tight-knit team, this is a great opportunity to step into a stable and important role.

What You’ll Do:

• Process policy changes, billing inquiries, coverage updates, and claims support
• Assist with applications, renewals, and day-to-day servicing for both personal and commercial lines
• Cross-sell additional coverages when appropriate to better support clients
• Handle requests for Certificates of Insurance (COIs) accurately and efficiently
• Maintain and update agency systems to ensure all client and policy information is current
• Support the agent with administrative and operational tasks to keep the office running smoothly

What We’re Looking For:

• Active Insurance License (Required)
• Prior insurance experience strongly preferred (Farmers systems experience is a big plus)
• Familiarity with Guidewire, billing systems, and quoting tools
• Experience with personal and commercial lines carriers (e.g., CA Fair Plan, surplus lines, etc.)
• Strong understanding of Acord forms, COIs, applications, and invoices
• Comfortable using tools like Adobe, DocuSign, and standard office systems
• Detail-oriented, dependable, and able to manage multiple tasks throughout the day
• Strong communication skills and a customer-first mindset

We are looking forward to meeting You!