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Customer Sales & Service Representative (CSSR) - Insurance Agency (Woodland, CA)
Customer Sales & Service Representative (CSSR) - Insurance Agency (Woodland, CA)Denise Ibsen-Farmers Insurance Agency • Woodland, CA, US
Customer Sales & Service Representative (CSSR) - Insurance Agency (Woodland, CA)

Customer Sales & Service Representative (CSSR) - Insurance Agency (Woodland, CA)

Denise Ibsen-Farmers Insurance Agency • Woodland, CA, US
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Job Description

Job Description

Are you looking for a career not just another job? Do you want to be part of a growing industry where you can build long-term success, develop new skills, and make a real impact on clients lives?

If so, the Denise Ibsen Farmers Insurance Agency is looking for you to join our team in Woodland, CA as a Customer Sales & Service Representative (CSSR) !

About the Role

This is primarily a customer service and support position, focused on helping clients understand their coverage, handle policy changes, and provide excellent service.

While sales is an important part of the role, its not your main focus. You'll occasionally identify opportunities to recommend additional coverage or products that genuinely benefit the client but your day-to-day work will center on building relationships, solving problems, and delivering outstanding client care.

Were looking for motivated professionals who enjoy helping others, want to learn new skills, and are eager to grow within a supportive, high-performing team.

What You'll Gain

  • Hands-on experience in both customer service and insurance fundamentals
  • Training and development opportunities to help you succeed and advance
  • A positive, team-oriented environment that encourages learning and growth
  • A meaningful career where you can make a real difference in peoples lives

If you're ready to expand your knowledge and build a rewarding career, this is the opportunity for you!

Why Join Us?

  • Health, dental, vision, and retirement benefits.
  • A supportive, fun, and competitive work environment.
  • Opportunities for career growth and development within the insurance industry.
  • Be part of a team that values professionalism, integrity, and long-term success .
  • How to Apply :

  • Submit your resume.
  • Complete the personality profile, problem-solving assessment, and short-answer responses (instructions provided after resume submission).
  • Schedule your phone interview via Calendly (link provided after assessment completion).
  • Call in at the scheduled time we cant wait to meet you!
  • This is a long-term career opportunity for driven individuals who want to grow in the insurance industry. If thats you, apply now!

    Benefits

    Annual Base Salary + Commission + Bonus Opportunities

    Paid Time Off (PTO)

    Health Insurance

    Dental Insurance

    Vision Insurance

    Mon-Fri Schedule

    Hands on Training

    Career Growth Opportunities

    Retirement Plan

    Evenings Off

    Responsibilities

  • Provide exceptional customer service while maintaining a positive and professional demeanor.
  • Assist clients with policy changes, coverage additions, and identifying gaps in coverage.
  • Engage in cross-sales and up-sales to help clients maximize their protection.
  • Communicate via phone, email, and text with customers while documenting interactions in our CRM systems ( strong typing and computer skills are essential ).
  • Build strong client relationships to drive retention and referrals .
  • Work in a team-oriented environment that values growth, competition, professional development and fun.
  • Continuously learn new things about insurance products, sales techniques, and customer service strategies .
  • Requirements

  • Career-focused individuals only we are looking for someone who wants to build a future in the insurance industry , not just another job.
  • California Property & Casualty Insurance License (must be obtained within 30 days of hire if not already licensed).
  • California Life, Health & Accident Insurance License (must be obtained within 60 days of hire if not already licensed).
  • Sales Mindset : This is not just a customer service role. You must be comfortable offering and closing sales opportunities.
  • Strong Office & Tech Skills : Prior office experience, strong computer proficiency , and familiarity with Microsoft 365.
  • Professionalism : You must carry yourself professionally in both appearance and communication .
  • Critical Thinking & Problem Solving : Ability to think on your feet , follow processes, and prioritize multiple tasks efficiently.
  • Coachability : Willingness to learn, take feedback, and grow with our agency.
  • Trustworthy & Ethical Behavior : We value honesty and integrity in everything we do.
  • Bilingual (English & Spanish) is a plus but not required.
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    Insurance Customer Service Representative • Woodland, CA, US