4-40 License Customer Service Rep

The Juris Agency; Monet (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Team Meetings

Work-Life Balance

PTO (Paid Time Off)

Hands on Training

Weekends Off

Free Coffee

Professional Work Environment

Job summary

Giselle Camilo Insurance & Financial Services in Palm Beach Gardens, FL is seeking an Insurance Customer Service Specialist. You will be the friendly face our clients rely on, handling inquiries, endorsements, renewals, and billing with warmth and accuracy.

A Florida 4-40 license and at least 2 years in an insurance agency are required. You’ll use agency management software and Microsoft Office to keep client records current and advocate for customers through claims, helping protect their

Qualifications

• Active Florida 4-40 Insurance License is required.
• Minimum of 2 years working in a professional insurance agency setting.
• Strong command of agency management software and Microsoft Office Suite.
• Clear and patient communication style, both over the phone and via email.
• Strong attention to detail when reviewing policy documents and data entry.
• A proactive approach to problem solving and helping others.

Responsibilities

• Address client inquiries regarding policies with warmth and clarity.
• Process policy endorsements, renewals, and billing questions efficiently.
• Act as the primary point of contact for policyholders to ensure needs are met promptly.
• Collaborate with the sales team to ensure client records are accurate and up-to-date.
• Advocate for clients during claims reporting, guiding them through the process.
• Educate clients on coverage options to help them feel confident in their financial protection.

Skills

Customer service

Communication

Attention to detail

Problem solving

Tools

Agency management software

Microsoft Office Suite

Job description

Job Description

Welcome to Giselle Camilo Insurance & Financial Services, where our foundation is built on genuine care for our neighbors in Palm Beach Gardens. We believe that insurance is about more than just policies and paperwork; it is about protecting the dreams and the people our clients hold most dear. Our office is a place where every voice is heard and every contribution matters. We are looking for someone who finds joy in connecting with people and takes pride in making someone else’s day a little easier. As our new Insurance Customer Service Specialist, you will be the friendly face and steady hand our clients rely on. You aren't just processing requests; you are building trust and providing peace of mind during life's many transitions. We are a close-knit group that values kindness, reliability, and the positive energy you bring to the office every single morning. If you enjoy creating meaningful relationships and thrive in an environment where your expertise directly improves the lives of others, we would be delighted to have you join our mission.

Benefits

• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Team Meetings
• Work-Life Balance
• Paid Time Off (PTO)
• Hands on Training
• Weekends Off
• Free Coffee
• Professional Work Environment

Responsibilities

Address client inquiries regarding their policies with warmth and clarity.

Process policy endorsements, renewals, and billing questions efficiently.

Act as the primary point of contact for our policyholders to ensure their needs are met promptly.

Collaborate with the sales team to ensure client records are accurate and up-to-date.

Advocate for our clients during claims reporting, ensuring they feel supported throughout the process.

Educate clients on their coverage options so they feel confident in their financial protection.

Requirements

Active Florida 4-40 Insurance License (Florida)

Minimum of 2 years working in a professional insurance agency setting.

Strong command of agency management software and Microsoft Office Suite.

Clear and patient communication style, both over the phone and via email.

Strong attention to detail when reviewing policy documents and data entry.

A proactive approach to problem-solving and an eagerness to help others.