Licensed Insurance Customer Service Representative

The ideal candidate is someone who enjoys helping people, takes pride in providing excellent customer service, and is comfortable working in a fast-paced insurance agency environment.

This position is responsible for assisting customers with their insurance needs, servicing existing policies, answering questions, processing policy changes, and working with insurance companies to resolve issues. We are looking for someone who is knowledgeable, organized, and able to work independently while being a supportive member of our team.

Responsibilities

• Provide friendly, professional, and responsive customer service to our policyholders.
• Answer incoming phone calls and assist customers with policy questions, payments, billing inquiries, and general service requests.
• Process policy changes, endorsements, renewals, cancellations, and other policy servicing transactions accurately and efficiently.
• Assist customers with obtaining insurance documents, including declarations pages, certificates, and proof of coverage.
• Communicate with insurance carriers to resolve billing, underwriting, and policy-related issues.
• Maintain accurate customer records and document all interactions in the agency management system.
• Follow agency procedures for handling customer requests and processing transactions.
• Work collaboratively with other team members to ensure customers receive timely and consistent service.

Qualifications

• Active Florida 4-40 Customer Representative License or 2-20 General Lines License required.
• Previous experience working in a property and casualty insurance agency preferred.
• Knowledge of personal lines insurance, including homeowners, auto, and flood insurance, is a plus.
• Strong communication, organization, and customer service skills.
• Ability to multitask, prioritize requests, and maintain attention to detail.
• Comfortable working with computers, agency management systems, and multiple insurance carrier websites.
• Reliable, professional, and able to work well independently and as part of a team.

Pay: $35,000.00 - $42,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Paid time off

License/Certification:

• 2-20 or 4-40 insurance license (Required)

Work Location: In person