Commercial CSR / Insurance Agent

Universal Insurance Agency
?"? Orlando, FL
Full-Time | In-Office (Not Remote)
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Pay: $39,520–$41,600 annually equates to ( $19.00 – $20.00 per hour(based on experience))
Reports To: Owner and Office Manager
Training: Initial training provided; candidate must be able to hit the ground running

Universal Insurance Agency is a trusted insurance provider serving the Orlando community. We specialize in delivering personalized service with integrity and reliable commercial insurance solutions. Our agency values teamwork, professionalism, and exceptional client care.

We are seeking an experienced Commercial CSR / Insurance Agent with strong commercial insurance knowledge, excellent communication skills, and the ability to manage client accounts from new business through renewals and ongoing servicing. The ideal candidate thrives in a fast-paced environment, is detail-oriented, and provides outstanding customer service.

• Manage commercial insurance accounts, including renewals, endorsements, policy changes, and servicing
• Provide timely and accurate quotes, bind coverage, and issue policy documentation
• Communicate with carriers, clients, and brokers to ensure smooth underwriting and account management
• Utilize Vertafore AMS360 to process transactions, maintain client records, and document communications
• Build and maintain strong client relationships while supporting account growth and retention
• Review and interpret carrier underwriting guidelines to ensure compliance
• Educate clients on coverages, limits, exclusions, and recommendations
• Collaborate with team members to support agency goals

• Active Florida insurance license (Commercial Lines; 2-20 preferred )
• Bilingual with strong English speaking, reading, and writing skills
• Proven experience in commercial insurance (CSR or Agent level)
• Familiarity with multiple carriers and underwriting guidelines
• Strong knowledge of quoting, binding, and policy servicing
• Experience with Vertafore AMS360 or a comparable agency management system
• Excellent communication, organizational, and time-management skills
• Detail-oriented with the ability to manage multiple priorities
• Ability to work independently and as part of a team

• Experience across multiple commercial lines (General Liability, Property, Workers’ Compensation, etc.)
• Familiarity with agency workflows, cross-selling, and retention strategies
• Customer-focused, solutions-oriented mindset

• Supportive team environment
• Opportunities for professional growth
• Paid Time Off (PTO)
• 401(k) with employer match