Insurance Customer Service Representative Fort Lee, NJ | No License Required to Apply

The Carballo Financial Group

Fort Lee, NJ

JOB DETAILS
SALARY
$57,000–$62,000 Per Year
SKILLS
Administrative Skills, Billing, Cold Calling Skills, Cross-Selling, Customer Relations, Customer Support/Service, Documentation, English Language, Financial Services, Insurance, Insurance Documentation, Licensing, Marketing, Multilingual, Reimbursement, Resolve Customer Issues, Retirement Plan, Sales, Sales Prospecting, Spanish Language, Team Player, Underwriting
LOCATION
Fort Lee, NJ
POSTED
3 days ago

New to Insurance? We'll Help You Get Licensed.

Most agencies won't look at you without a license already in hand. We're different. If you have the right service instincts, a professional attitude, and the drive to pass the Property & Casualty exam on your own, we'll give you the opportunity and reimburse your licensing expenses. You just need to earn it before your first day.

This isn't a "we'll train you from scratch on everything" situation. We're looking for people with real customer service or sales experience who want to build a career in insurance not someone looking for any job that'll take them.

We're hiring a Customer Service Representative for our Fort Lee office to support our existing personal lines clients auto, home, umbrella, and related coverages. Your day is built around taking care of people: handling policy changes, renewals, billing questions, coverage reviews, and making sure clients feel taken care of every time they call.

There's a cross-sell component when you're helping a client and notice they're missing coverage, flagging it is part of doing the job well. But this is not a cold-calling or commission-only sales role. You'll have a base salary, benefits, and a structured Monday-through-Friday schedule.

How the Licensing Works:


You apply and we interview you based on your experience, attitude, and fit

If we extend an offer, it's contingent on you earning your New Jersey P&C license

You self-study and take the exam most candidates complete this in 2-3 weeks

We reimburse your exam and licensing expenses

Your first day in the office is the day you're licensed and ready to work


Compensation: Base salary plus monthly service-related commissions ($57,000$62,000 expected first year), 401(k) with company match, health insurance, paid time off, paid continuing education and license renewal, exam and licensing costs reimbursed.

About The Carballo Agencies: We're an established Allstate agency at 897 Palisade Ave in Fort Lee, serving Bergen County families with auto, home, and personal lines coverage. Our agents bring over 45 years of combined experience in licensed financial services, and we've built our reputation on doing right by our clients and taking the work seriously. We invest heavily in marketing to generate business, and we back our team up with ongoing training and carrier support because your growth is our growth.

Salary Range: $57000.00 - $62000.00 per year


Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan


Responsibilities

  • Service existing personal lines clients by phone, email, and in person
  • Process policy changes, endorsements, and renewals
  • Handle billing inquiries and payment issues
  • Conduct coverage reviews and identify cross-sell opportunities
  • Prepare and issue certificates of insurance and proof-of-insurance documents
  • Work with Allstate underwriters and service teams to resolve client issues
  • Maintain accurate documentation in the agency management system

Requirements
  • Minimum 2 years of customer service, sales, or client-facing experience
  • Professional phone presence and written communication
  • Comfortable in a structured office environment
  • Motivated enough to self-study and pass the P&C exam within 2-3 weeks of offer
  • Reliable, punctual, and team-oriented
  • Bilingual English/Spanish a strong plus
  • Prior insurance experience a plus but not required

About the Company

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The Carballo Financial Group