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First Team Professional Resources

Licensed Insurance Customer Service Representative (4-40)

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What they do

An Insurance Customer Service Representative responds to customer inquiries about insurance, provides information about insurance products and services, and reports insurance claims. May explain insurance coverage or assist customers with adding or changing coverage. Handles or resolves customer complaints. Keeps records of customer communications and transactions.

$43,693 / year median in Florida

-7% projected decline

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Job Description

4-40 Licensed Insurance Agent / Customer Service Representative (CSR) About Jensen Beach Insurance Jensen Beach Insurance is a trusted Florida-based independent insurance agency with 25+ years of experience helping individuals, families, and businesses find customized coverage solutions. Through a network of top-rated insurance carriers, we provide personalized service, expert guidance, and insurance options tailored to each client's unique needs and budget. We are committed to delivering exceptional customer service and helping our clients protect what matters most. Position Summary Jensen Beach Insurance is seeking a customer-focused and detail-oriented 4-40 Licensed CSR to join our team. The ideal candidate will have at least one year of insurance experience, preferably in an independent insurance agency environment, and a passion for helping clients protect what matters most. In this role, you will serve as a trusted resource for clients by delivering exceptional service, supporting their insurance needs, and building long-term relationships. The successful candidate will thrive in a fast-paced environment, possess strong communication and organizational skills, and contribute to the agency's continued growth and commitment to personalized service. Compensation $19.23 per hour (equivalent to 40,000 annually) $2,000 - $10,000+ annual cross-selling potential commission Responsibilities Service existing accounts and respond to client inquiries Process endorsements, renewals, cancellations, and policy changes Review coverage options and provide recommendations based on client needs Follow up on quote opportunities and agency leads Cross-sell and round out accounts when appropriate Maintain accurate client records and documentation Work with multiple insurance carriers to secure competitive coverage options Deliver outstanding customer service while building long-term client relationships
Qualifications Required:
Active Florida 4-40 Customer Representative License Minimum 1 year of insurance agency experience Strong communication and customer service skills Proficiency with agency management systems and Microsoft Office Excellent organizational and multitasking abilities
Preferred:
Experience working for an independent insurance agency Knowledge of personal lines insurance products Applied Epic experience a plus What We Offer Competitive salary Medical, dental, and vision coverage 401(k) with company participation Employer-paid group life insurance Paid time off and holidays Gym membership reimbursement Employee referral bonus program Supportive team environment Opportunity for professional growth and development Established agency with a strong reputation in the community If you're a licensed insurance professional who enjoys helping clients find the right coverage and building lasting client relationships, we'd love to hear from you. Join Jensen Beach Insurance and become part of a respected independent agency dedicated to delivering exceptional service and protecting what matters most.
Pay:
$19.23 per hour
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Application Question(s): Do you have an active Florida 4-40 Customer Representative License? How many years experience working in an insurance agency do you have? Do you have experience quoting personal lines insurance policies with multiple carriers?
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Fitness Centers/Gyms