Customer Service Representative - Insurance Agency Full-Time | On-Site Position Florida 4-40 CSR License Required or Must Be Willing and Able to Obtain Bilingual (English/Spanish) is a plus, but not required. We are a growing independent insurance agency looking for a dependable, friendly, and detail-oriented Customer Service Representative to join our team. Insurance experience is not required. We are willing to train the right person. We place a high value on dependability, a positive attitude, good communication, attention to detail, follow-through, and the ability to learn. Our office has a friendly, team-oriented environment. We work hard, take care of our customers, help each other, and enjoy working together.
Schedule Monday-Friday:
9:00 AM-5:30 PM with a 1-hour lunch
Saturday:
10:00 AM-2:00 PM This is an on-site position . Responsibilities The Customer Service Representative will assist customers and support the daily operations of the agency.
Responsibilities include:
Answering incoming customer calls and assisting with policy-related requests Making outbound calls and following up with customers Processing policy changes and endorsements Assisting customers with payments and policy documents Following up on pending cancellations and renewals Providing certificates of insurance and other requested documents Entering and maintaining accurate customer and policy information Documenting customer conversations and activity in our agency management system Communicating with insurance companies when needed Assisting with quotes and other customer service needs General office and administrative support Following up on assigned tasks until they are completed What We're Looking For Dependable and punctual Friendly and professional with customers Comfortable speaking with customers by phone Strong verbal and written communication skills Detail-oriented and accurate Good computer skills and comfortable learning new software Able to organize and prioritize multiple tasks Able to work in a fast-paced environment where priorities can change Able to work independently while also being part of a team Willing to take direction, learn new procedures, and accept feedback Strong follow-through and willingness to take ownership of assigned tasks Experience & Licensing Previous customer service or office experience is preferred. Previous insurance, financial services, or professional office experience is a plus, but not required .
Applicants must either:
Have an active Florida 4-40 Customer Representative license, or Be willing and able to obtain a Florida 4-40 license within the required timeframe. We will train the right person who demonstrates the attitude, dependability, attention to detail, and ability to learn that we are looking for.
Job Type:
Full-time Pay:
$17.00 per hour Expected hours: 40.0 per week
Benefits:
401(k) matching Paid time off
Shift:
8 hour shift
Education:
High school or equivalent (Preferred)
Language:
Spanish (Preferred)
License/Certification:
The Florida 4-40 Customer Representative License (Preferred)