Personal Lines Customer Service Representative

Job Description

Licensed Customer Service Representative (CSR)

Job Summary

The ideal candidate will have a passion for delivering exceptional customer service, a keen eye for detail, and a minimum of one year of experience in the insurance industry, preferably within an independent insurance agency. This role offers the opportunity to build long-term client relationships while contributing to the agency's continued growth and success.

Compensation Package

• Hourly Rate: $19.23 per hour (equivalent to $40,000 annually)
• Commission Potential: $2,000 - $10,000 annually through cross-selling opportunities
• Comprehensive benefits package, including:
• Medical, dental, and vision coverage
• Employer-paid group life insurance
• Gym membership reimbursement
• Employee referral bonus program
  

Responsibilities

• Provide exceptional service to existing accounts and respond promptly to client inquiries.
• Process endorsements, renewals, cancellations, and policy changes with accuracy and efficiency.
• Review coverage options and offer tailored recommendations based on client needs.
• Follow up on quote opportunities and agency-generated leads.
• Identify cross-selling opportunities to round out client accounts.
• Maintain accurate and up-to-date client records and documentation.
• Collaborate with multiple insurance carriers to secure competitive coverage options.
• Build and nurture long-term relationships with clients while delivering outstanding customer service.
  
  

Qualifications/Requirements

Required:

• Active Florida 4-40 Customer Representative License.
• Minimum of 1 year of experience in an insurance agency setting.
• Strong communication and customer service skills.
• Proficiency with agency management systems and Microsoft Office Suite.
• Excellent organizational and multitasking abilities.