Commercial CSR / Insurance Agent

Universal Insurance Agency
Orlando, FL

Location: Universal Insurance Agency – must apply online
Position Type: Full-Time
Reports To: Owner /Agency Leadership
Pay: Competitive- Discussed during interview
Training: There will be some level of training
In-person job, not remote.

About Universal Insurance Agency
Universal Insurance Agency is a trusted insurance provider serving the Orlando community. We focus on delivering personalized service, integrity, and reliable commercial insurance solutions for our clients. We value teamwork, professionalism, and exceptional client care.

Position Overview
We are seeking a qualified 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 servicing. The ideal candidate thrives in a fast-paced environment, is detail-oriented, and delivers outstanding customer service.

Must be able to hit the ground running.

Key Responsibilities
  • Manage commercial insurance accounts including renewals, endorsements, policy changes, and servicing
  • Provide timely and accurate quotes, bind coverage, and issue policy documentation
  • Communicate directly with carriers, clients, and brokers to ensure smooth underwriting and account management
  • Use Vertafore AMS360 to process transactions, maintain client records, and track communications
  • Build and maintain strong relationships with existing clients while proactively supporting growth and retention
  • Review and interpret carrier underwriting guidelines to ensure compliance
  • Educate clients on coverages, limits, exclusions, and recommendations
  • Collaborate effectively with team members to support agency goals
Required Qualifications
  • Active Florida insurance license (Commercial Lines, 2-20 preferred)
  • Bilingual with strong English speaking, reading, and writing skills
  • Proven commercial insurance experience (CSR or Agent level)
  • Familiarity with multiple carriers and their underwriting guidelines
  • Strong knowledge of quoting, binding, and policy servicing
  • Experience using Vertafore AMS360 (or equivalent agency management system)
  • Excellent communication and organizational skills
  • Detail-oriented with ability to manage multiple priorities
  • Ability to work effectively both independently and collaboratively
Preferred Qualifications
  • Commercial Lines experience with varied industries (General Liability, Property, Workers’ Comp, etc.)
  • Experience with agency workflows, cross-selling strategies, and service retention practices
  • Customer-centric mindset with a solutions-oriented approach
What We Offer
  • Competitive compensation
  • Supportive team environment and professional growth opportunities
  • Paid time off
  • Matched 401k
Posted 2026-01-25

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