What are the responsibilities and job description for the Insurance Customer Service Representative position at Al DeLeon & Associates, Inc.?
Benefits/Perks
We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products. Working with the team will require a positive can-do attitude, and a customer centric focus to give clients the best experience possible.
Al Deleon & Associates has proudly served Florida for over 30 years, helping individuals and businesses find the right insurance coverage with confidence. We're building a fun, customer-focused team that works hard yet still wants to enjoy life. Our office culture is professional yet laid-back, with many team members appreciating the local commute, steady hours (think banker-style weekdays and holidays), and benefits like health insurance—something not often found in smaller agencies. If you're looking for a place where your work matters and your team feels like family, we’d love to meet you.
Responsibilities
- Competitive Pay
- Paid Time Off
- Health Insurance
- Professional Development
- Job Stability in a growing industry
- Pay Scale will depend on insurance experience and years in the industry
- Uncapped Commission Structure
We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products. Working with the team will require a positive can-do attitude, and a customer centric focus to give clients the best experience possible.
Al Deleon & Associates has proudly served Florida for over 30 years, helping individuals and businesses find the right insurance coverage with confidence. We're building a fun, customer-focused team that works hard yet still wants to enjoy life. Our office culture is professional yet laid-back, with many team members appreciating the local commute, steady hours (think banker-style weekdays and holidays), and benefits like health insurance—something not often found in smaller agencies. If you're looking for a place where your work matters and your team feels like family, we’d love to meet you.
Responsibilities
- Answer customer questions via phone, email, and in-person
- Assist clients with new quotes, updating policies, payments, and other services
- Schedule appointments and maintain calendar
- Maintain detailed records of client interactions
- Review audits and/or policies
- Collaborate with colleagues to provide comprehensive customer service
- Knowledge of insurance products, including but not limited to Auto, Home, Boat, Flood, Rental, Umbrella, etc.
- Currently hold a 4-40 License or a 2-20 License
- High school diploma/GED required, Bachelor’s degree preferred
- Excellent customer service skills
- Highly organized with strong time management skills
- Must be able to multi-task
- Familiarity with Microsoft Office and other software applications, including but not limited to the Vertafore Software
- Bilingual is a plus