What are the responsibilities and job description for the Licensed Insurance Customer Service Representative (4-40) position at First Team Professional?
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.
Salary : $2,000 - $10,000