Insurance Customer Service Representative - FL - On Site

Position Summary

As an Insurance Customer Service Representative , you will play a pivotal role in our commitment to service and professionalism. This position offers the unique opportunity to be a part of a growth-focused agency. Our ideal candidate will provide exceptional service to clients, answer inquiries, and contribute to our team-oriented, collaborative environment in a small but vibrant office setting.

Responsibilities

• Service all in-bound client inquiries for new and/or existing clients - including Payments, Renewals, Cancellations, Endorsements, and Rewrites.

• Call on policyholders to deliver and explain policy , analyze insurance program and suggest additions or changes.

• Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.

• Follow-up on leads generated from inbound calls, and non-renewal leads

• Treat each customer contact as a cross and up-sell opportunity including financial products.

• Maintain accurate records and documentation of client interactions and transactions especially if quoting or rewriting.

• Respond to customer inquiries regarding policy questions, changes, billing, and updates. Issue Insurance Documentation (COI, ID cards, etc.)

• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.

Qualifications

• Must have Florida 4-40 License.
• 2-20 License is a BONUS.
• 1+ year in insurance industry is required.