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Choice Financial Group, LLC

Licensed Customer Service Representative (4-40)

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Job Description

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CHOICE FINANCIAL GROUP LLC
is an EEO Employer - M/F/Protected Veteran Status Licensed Insurance Customer Service Representative (4-40) Full-Time | On-Site | St. Augustine, FL Starting at $17/hour + Benefits Benchmark Insurance Agency is seeking a licensed insurance professional to support policy servicing, renewals, customer inquiries, and agency operations while building long-term client relationships. At Benchmark Insurance Agency, we are committed to delivering exceptional service and building lasting relationships with our clients. This role is ideal for an insurance professional who thrives in a fast-paced agency environment and enjoys both administrative and client-facing responsibilities. What You'll Do As a Licensed Customer Service Representative, you will play a key role in supporting both our clients and agency operations by:
  • Providing outstanding customer service to existing and prospective clients.
  • Answering and routing phone calls, responding to inquiries, and assisting customers with insurance-related questions.
  • Processing policy change requests and ensuring accurate documentation.
  • Following up with carriers to confirm endorsements and policy updates.
  • Assisting with underwriting, rewrites, re-quotes, reinstatements, and policy cancellations.
  • Obtaining required underwriting information, signatures, applications, and supporting documentation.
  • Managing policy renewals and reviewing billing accounts with insureds.
  • Processing customer payments.
  • Updating and maintaining accurate client records within the agency management system.
  • Providing proof of insurance documents, including binders, certificates, ID cards, endorsements, declarations pages, and evidence of property forms.
  • Documenting all customer interactions in accordance with agency procedures.
  • Supporting general administrative duties, departmental projects, reporting, and office operations.

Benefits

  • Dental Insurance