Insurance CSR/Sales

Company: Denise Cosgrove-Farmers Insurance Agency
Location: Brentwood
Posted on: February 22, 2026

Job Description:

Job Description Job Description 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. Benefits Annual Base Salary Commission Paid Time Off (PTO) Work from Home Mon-Fri Schedule Responsibilities 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 Requirements 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)

Keywords: Denise Cosgrove-Farmers Insurance Agency, San Ramon , Insurance CSR/Sales, Sales , Brentwood, California