Insurance Agency - Customer Service Representative
Join Our Dynamic Insurance Team!
We’re seeking a motivated and customer-focused Client Services Associate to join our growing team in Florida. If you're passionate about helping people protect what matters most and thrive in a fast-paced environment, we want to hear from you!
Position: Client Services Associate
Location: Florida
What We Offer (after 1 year of employment):
401(k)
Paid time off and Vacation time
Supportive team environment and work-life balance
Life Insurance policy
Merit and/or season bonuses available
Key Responsibilities:
Develop successful client relationships via phone and ensure the highest level of client service regarding insurance policy coverage
Prepare personalized insurance quotes and close sales
Ensure all trailing documents are received in conjunction with sales
Handle follow-up correspondence, including making outbound calls
Recommend and bind the best insurance options for clients
Take ownership of each call, handling until resolution is reached, including necessary follow-up
Process policies and/or changes within approved authority level
Review, organize, and forward information to other areas for handling or consideration
Qualifications:
Experience in the insurance industry is preferred but not required
Valid Florida insurance license or ability to obtain one. We will license the right candidate
Strong communication and interpersonal skills
Self-motivated with a drive to succeed
Familiarity with Apple IOS systems, Google Workspace and/or CRM software
Excellent problem-solving skills and attention to detail
Must speak English and Spanish fluently
Exhibits professionalism in all interactions
Why Us?
We believe in empowering our associates to grow their careers while making a positive impact in our community. Our collaborative culture, ongoing training, and cutting-edge technology set us apart in the industry.
Ready to Take the Next Step? Apply now by sending us your resume.