What are the responsibilities and job description for the Customer Service Representative - [BONUSES OFFERED] position at WELLTECH PARTNERS?
Pay: $40,000.00-$75,000.00 per yearCOMMISSION BASED BONUSES.About the RoleA reputable insurance agency with deep community ties is seeking a Commercial Customer Service Representative to join their team. This person will support the Commercial Lines department by assisting with new business leads, renewals, client service needs, and ensuring accurate data management. This is a client-facing position that requires strong communication, attention to detail, and a proactive service mindset.The agency operates with a values-driven culture focused on integrity, support, and inclusivity. They offer a collaborative team environment, competitive compensation, and strong benefits.What You'll Be DoingNew Business AssistanceManage incoming commercial insurance leadsCollect necessary documentation and underwriting infoPrepare applications and proposalsWork closely with carriers and the commercial team on quotesClient Service & SupportRespond to calls/emails with professionalismProcess policy changes and endorsementsIssue and handle Certificates of Insurance (COIs)Assist clients with claims and billing inquiriesRenewal Process SupportHelp gather renewal documentationUpdate applications for remarketingCoordinate preparation and scheduling of review meetingsAdministrative & Compliance TasksMaintain accurate records in the agency management systemEnsure documentation is uploaded and compliant with internal/external guidelinesSupport risk management and follow established protocolsMust-Have Qualifications1-2 years of experience in the insurance industry (commercial lines preferred)Active 4-40 or 2-20 license (or willingness to obtain)Strong communication, service, and follow-up skillsHigh attention to detail with ability to manage multiple tasksExperience with COIs, endorsements, and carrier correspondenceFamiliarity with an Agency Management System (e.g., Nexsure or equivalent)Nice-to-Have SkillsPrior experience in Commercial Lines specificallyBilingual (English/Spanish)Knowledge of commercial coverages like General Liability, Workers Comp, BOP, Property, Auto, UmbrellaWorkplace Culture & BenefitsCompetitive salary commissionEmployer-paid health insurance after 90 daysSimple IRA with 3% employer matchDental, vision, and life insurance optionsPaid holidays and PTOSupportive, values-based environment rooted in integrity and community serviceLocation PerksCentral Florida offers a mix of urban convenience and outdoor charm. Whether you're into theme parks, nature trails, or nightlife, both Orlando and Lakeland offer affordable living, diverse dining, and easy access to beaches, entertainment, and cultural activities.Company DescriptionWellTech Partners has over 30 years experience in healthcare recruitment and staffing and over 10 years in international recruitment.
Salary : $40,000 - $75,000