What are the responsibilities and job description for the Customer Service Specialist position at Topline Insurance?
Summary: Are you a Florida insurance professional who excels in a virtual environment? We are looking for a high-performing, 100% remote Customer Service Representative who doesn't need a physical office to deliver five-star service.
If you have the technical expertise to navigate the Florida market and self-discipline to thrive independently while staying connected to a team, this is the role for you.
What You’ll Do: This position is fully remote, offering you the flexibility to work from your home office while supporting our Florida-based clientele. You will be the primary point of contact for inbound and outbound calls, serving as a trusted advisor for our policyholders.
Key Areas of Responsibility:
- Virtual Client Support: Manage a high volume of calls and emails regarding Homeowners, Flood, and Auto policies with professional clarity.
- Quality Standards: Consistently delivers thorough, accurate, and error-free work, ensuring every client interaction and policy update meets our agency’s rigorous standards.
- Policy Education: Conduct thorough, accurate conversations to help clients understand their coverage limits and the nuances of the Florida insurance landscape.
- Accountability: Maintain high productivity and responsiveness in a remote setting, ensuring all client files and agency management systems are updated in real-time.
- Team Collaboration: Stay engaged with the agency through digital communication tools, contributing to a culture of reliability and mutual support.
Professional Credentials Needed to be Successful in This Role:
- Licensing: Must hold an active Florida 20-44 (Personal Lines) or 220 (General Lines) Insurance license.
- Experience: Minimum of 2 years of experience in a multi-carrier independent agency in Florida.
- Remote Readiness: You must have a dedicated, quiet home office space with high-speed internet. You are tech-savvy and comfortable using VOIP phone systems and cloud-based agency management software.