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Insurance Customer Service Representative Jobs in California

We are a Farmers Insurance Agency looking for an excellent new Customer Service Rep to help keep all our existing clients happy. If you are ready to join this exciting team that is growing rapidly ...

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Insurance Customer Service Representative information

See California salary details

$25.7K

$47.8K

$72K

How much do insurance customer service representative jobs pay per year?

As of Aug 6, 2026, the average yearly pay for insurance customer service representative in California is $47,775.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $54,300.00 per year, depending on experience, location, and employer.

What does an insurance customer service representative do?

An Insurance Customer Service Representative assists clients with their insurance policies by answering questions, processing policy changes, and resolving issues. They act as a liaison between customers and insurance companies, helping clients understand their coverage options and claims process. These representatives may also handle billing inquiries, provide quotes, and maintain accurate records. Their goal is to ensure customer satisfaction and support overall client retention.

What are some common challenges faced by insurance customer service representatives and how can they be managed?

Insurance Customer Service Representatives often encounter challenges such as handling complex policy inquiries, managing high call volumes, and addressing upset or anxious clients. Success in this role involves strong communication skills, patience, and the ability to quickly learn and navigate insurance products and systems. Building rapport with clients and collaborating closely with underwriters and claims adjusters can also help resolve issues efficiently. Most organizations provide ongoing training and support to help representatives stay updated on products and best practices.

What are the key skills and qualifications needed to thrive as an insurance customer service representative?

To thrive as an Insurance Customer Service Representative, you need strong communication skills, attention to detail, and a basic understanding of insurance products, often supported by a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, insurance databases, and sometimes state insurance licensing is typically required. Patience, problem-solving abilities, and empathy help representatives effectively address client concerns and build positive relationships. These skills ensure accurate policy management and high levels of customer satisfaction in a competitive service industry.

What is the difference between Insurance Customer Service Representative vs Insurance Claims Adjuster?

AspectInsurance Customer Service RepresentativeInsurance Claims Adjuster
Required credentialsHigh school diploma; sometimes insurance-specific trainingHigh school diploma; often requires licensing and certifications
Work environmentOffice settings, call centers, customer support centersField and office work, inspecting claims, interviewing claimants
Employer and industry usageInsurance companies, agencies, brokeragesInsurance companies, third-party claims organizations
Common search and comparison intentCustomer support, policy inquiries, billing issuesClaim investigation, damage assessment, settlement processing

While both roles are integral to the insurance industry, Insurance Customer Service Representatives primarily handle customer inquiries and policy support, whereas Insurance Claims Adjusters focus on investigating and settling claims. Understanding these differences helps job seekers find the right career path within the insurance sector.

What are the most commonly searched types of Insurance Customer Service Representative jobs in California? The most popular types of Insurance Customer Service Representative jobs in California are:
What cities in California are hiring for Insurance Customer Service Representative jobs? Cities in California with the most Insurance Customer Service Representative job openings:
Infographic showing various Insurance Customer Service Representative job openings in California as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 100% In-person job distribution, with an average salary of $47,775 per year, or $23 per hour.

Health Insurance Customer Service Representative (Bilingual in Chinese)

Transglobal Services

Diamond Bar, CA โ€ข On-site

$23.08 - $28/hr

Other

Medical

Posted 3 days ago

New


Job description

Health Insurance Customer Service Representative (Bilingual in Chinese)

The Health Insurance Customer Service Representative (CSR) is responsible for providing exceptional customer support to clients by assisting with health insurance inquiries, policy servicing, and claims resolution. This role requires strong communication skills, attention to detail, and the ability to prioritize tasks effectively. The ideal candidate has group health insurance experience and can quickly learn and adapt to new processes.

Part-time candidates welcome. Requires a minimum of 20 hours per week.

Major Duties and Responsibilities

Client Support & Policy Servicing

  • Assist clients with health insurance inquiries, including plan details, benefits, and policy changes.
  • Provide guidance on group health insurance policies, including employee enrollments, renewals, and coverage updates.
  • Address billing questions, claims issues, and ID card requests, ensuring prompt resolution.
  • Follow up with clients and carriers to ensure timely policy approvals and documentation updates.
  • Educate clients on open enrollment (OE) processes, renewal options, and policy compliance.

Administrative Support & Task Management

  • Maintain accurate client records, update CRM systems, and ensure proper documentation of service requests.
  • Process policy changes, enrollments, terminations, and premium adjustments accurately.
  • Prioritize and manage multiple tasks to ensure efficient workflow and timely customer responses.
  • Assist with routine communications, emails, and service requests in a timely manner.

Collaboration & Continuous Learning

  • Work closely with internal teams, agents, and carriers to resolve client issues efficiently.
  • Attend training sessions and carrier webinars to stay updated on health insurance products and industry changes.
  • Adapt quickly to new procedures, software, and insurance regulations to enhance job performance.
  • Support cross-departmental projects and initiatives to improve overall customer experience.

Other Duties

  • Perform other tasks as assigned to support departmental and organizational goals.
Basic Qualifications
  • Preferred experience in group health insurance, benefits administration, or customer service.
  • Strong communication and interpersonal skills to effectively assist clients.
  • Ability to prioritize tasks, manage time efficiently, and handle multiple responsibilities.
  • Detail-oriented with excellent organizational skills.
  • Fast learner with the ability to adapt to new processes and insurance guidelines.
  • Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM systems is a plus.
  • Bilingual in Mandarin.
  • High school diploma or equivalent required; bachelor's degree preferred.

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

Why Join Us
  • Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
  • Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
  • Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
  • Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
  • Impactful Work: Help individuals and families achieve financial security and generational wealth.
What We Offer
  • Competitive salary and benefits package.
  • Pay starts at $23.08 โ€“ $28 per hour, based on experience.
  • Opportunity to work in a collaborative and innovative environment.
  • Professional development and growth opportunities.