FL Licensed Customer Service Representative (440)

Job Description

Job Description

INTRODUCTION

We are long-standing members of the community and have deep expertise in the unique risks that are prominent in our area. We are proud to offer competitive prices, complete coverage and quality customer service. Since opening our doors, we have continued to partner with leading insurance providers, delivering our clients access to better and more affordable insurance options. Our mission is protecting individuals, families and businesses by providing high quality insurance coverage.

We offer great opportunities for career advancement and personal growth, along with very competitive benefits and rewards. We are growing at a consistent pace and seek professional individuals with drive and team mentality, who want to make an impact, and are committed to a long-term career in the insurance industry.

DESCRIPTION

The Customer Service Representative is the intermediate professional level responsible for providing excellent customer service support to Insureds, Agents, and related businesses via telephone, emails, in-person or mail correspondence. The role may also perform processing work as assigned when not providing customer service via phone, email or in-person.

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

Working Conditions: Normal business office environment. Must be able to remain in a stationary position for periods of time while constantly operating a computer and or other office productivity machinery such as a calculator or telephone. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery or communicate with coworkers.

Ability to Commute : Sanford, FL 32771 (Seminole)

Work Location : In person

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Life Insurance

Parental Leave

RESPONSIBILITIES

• Assist clients with inquiries regarding insurance policies, coverage options, and claims.
• Process policy applications, changes, renewals, and cancellations.
• Maintain accurate and up-to-date client records in the agency management system.
• Support the producing agents with administrative tasks and customer service functions.
• Participate in training and professional development activities.
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
• Responding to inquiries and questions from agents, customers and internal departments via email, phone, and company chat.
• Providing agents and insured customers with accurate information.
• Researching and resolving issues.
• Answering calls professionally and expediently.
• Providing administrative, general office and clerical services as required.
• Processing mail and all other correspondence
• Participating in projects/assignments that support policy services, as assigned.
• Maintaining the superior level of customer service

EDUCATION/KNOWLEDGE/EXPERIENCE:

• One to two years experience in the insurance industry.
• Current Florida 4-40 License, as required by the State Department of Insurance, to effectively service clients.
• Basic understanding of insurance coverages, preferred.
• Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems

SKILLS

LANGUAGE SKILLS:

Excellent verbal and written communication skills including the ability to read and interpret documents, requests from customers, memos, and department guidelines which may be in the form of FAQs, written summaries, or spreadsheets. Ability to communicate effectively and efficiently with all customers and co-workers by telephone, email, mail, company chat and in person. Bilingual is a plus.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals.

REASONING AND COPING ABILITY:

Ability to understand and apply instructions given in written, oral, or diagram form. Ability to deal with problems involving several variables in standardized situations. Maintain composure and manage daily stress levels, complexity, volumes, and diversity of customers in a call center environment.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee must regularly stand, walk, balance, sit for extended periods of time, use hands to finger, handle, feel, reach with hands and arms, talk, and hear. Specific vision abilities required by this job include close, distance, peripheral and color vision, depth perception, and ability to adjust focus and work for extended periods using computer screens.