Licensed Customer Service Representative (4-40)

Job Summary

Seeking a dedicated and detail-oriented Licensed Customer Service Representative (4-40) to join a growing team. You will play a pivotal role in supporting clients and ensuring smooth agency operations.

Compensation Package

• Hourly Rate: $17.00 per hour
• Full-time position (40+ hours per week)
• Comprehensive benefits package, including:
  • Employee health, dental, and vision insurance
  • Employer-paid group life insurance
  • Gym membership reimbursement
  • Employee referral bonus program
• Opportunity for professional growth within a respected insurance agency

Responsibilities

• Provide outstanding customer service to clients, addressing inquiries and assisting with insurance-related questions.
• Process policy change requests, endorsements, and updates with accuracy.
• Assist with underwriting, policy rewrites, re-quotes, reinstatements, and cancellations.
• Manage policy renewals and review billing accounts with insureds.
• Obtain necessary underwriting information, signatures, and supporting documentation.
• Process customer payments and maintain accurate client records in the agency management system.
• Prepare and provide proof of insurance documents, including binders, certificates, ID cards, and declarations pages.
• Document all customer interactions in compliance with agency procedures.
• Support general administrative duties, departmental projects, and office operations.

Qualifications/Requirements

Required:

• Active Florida 4-40 Customer Representative License.
• High school diploma or equivalent.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Professional demeanor with the ability to maintain confidentiality.
• Strong problem-solving skills and ability to work independently and collaboratively.

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