What are the responsibilities and job description for the Licensed Insurance Customer Service Representative (4-40) position at First Team Professional Resources?
As a Licensed Insurance 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.
What You'll Bring
Required Qualifications
- Active Florida 4-40 Customer Representative License, which is an entry‑level property‑and‑casualty insurance license
- High school diploma or equivalent.
- Strong customer service and communication skills.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
- Professional demeanor and ability to maintain confidentiality.
- Strong problem-solving skills and ability to work both independently and collaboratively.
Preferred Qualifications
- Previous insurance agency experience within the last 2 years.
- 2 years of administrative, office support, or customer service experience.
- Experience with Applied Epic or other agency management systems.
- Knowledge of personal lines insurance servicing and policy administration.
Compensation & Benefits
- $17.00 per hour
- Full-time position (40 hours per week)
- Employee health, dental, and vision
- 401(k) retirement plan
- Employer-paid group life insurance
- Paid time off
- Paid holidays
- Paid bereavement leave
- Gym membership reimbursement
- Employee referral bonus program
- Opportunity to work with a knowledgeable and supportive team
- Professional growth within a respected insurance agency
Pay: $17.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
Application Question(s):
- Have you worked in the insurance industry before? If so, how many years?
Experience:
- Administrative: 2 years (Required)
License/Certification:
- 4-40 Customer Service License (Required)
Work Location: In person
Salary : $17