Licensed Insurance Customer Service Representative P&C CSR
Job Description
Job Description
Benefits:
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Requires a Florida Property Casualty Agents Insurance License (2-20 or 20-44). No 440's
- Requires min of 2 year of working inside an independent Florida insurance agency. Prefer 3 to 5 years working in a Florida Independent Agency.
- Lives and works in Jacksonville, Florida area. Our office is located in Mandarin area of Jacksonville (32223). This is not a remote or hybrid position
- We are a rapidly growing independent insurance agency. Our philosophy is to do the right thing, and we are very proud of our over 1900 positive Google reviews.
- We are an independent agency, we work for clients throughout the entire state of Florida to help them find the best company for them and are not limited to just one insurance company.
- The agency uses the latest tools, integrations, and automation to make the sales and services process better and easier for our team.
- We are big enough to provide support for your career, and small enough to still have a family feel. We feel this is an outstanding place to grow professionally.
- Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
- Follow-up for clients and prospects
- Quote and bind home, auto, and other personal policies
- Review insurance coverage and make recommendations
- Research and resolve coverage questions
- Promptly respond to client needs either on the phone or electronically
- Maintain client files and process routine correspondence between our agency and the client or company both paper records and our many different software programs
- Cultivate new opportunities and offer additional lines of insurance through consultative selling
- Assist with other office duties as they arise and are needed
- Proficient with Microsoft Word, Excel, and Outlook
- Use of a prior Agency Management System - like Epic, Applied, AMS -- we use Hawksoft and Agency Zoom
- Ability to Use Quote Rush or Ezlynx - rating software
- Type quickly and accurately
- Excellent communication skills both verbal and written
- Organized, structured, punctual, and will follow the rules
- Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest
- Attention to Detail is a must for this job
- We offer competitive wages
- Benefits include medical insurance, dental insurance, vision insurance, long and short-term disability, paid time off, and 3% company match to the company-sponsored retirement plan.
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