4-40 Licensed Customer Service Representative

Choice Financial Group; Jensen Beach (FL); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Life insurance

Paid time off and holidays

Gym membership reimbursement

Employee referral bonus

Job summary

Jensen Beach Insurance, a Florida-based independent agency, is seeking a 4-40 licensed Insurance Agent/CSR with at least one year of insurance experience to join our team. The role focuses on quoting personal lines with multiple carriers and delivering exceptional client service.

You will generate quotes, process endorsements, renewals, and policy changes, while supporting agency growth through strong relationship-building and cross-selling opportunities.

Qualifications

• Active Florida 4-40 Customer Representative License.
• Minimum 1 year of insurance agency experience.
• Experience quoting personal lines policies with multiple carriers.
• Strong communication and customer service skills.
• Proficiency with agency management systems and Microsoft Office.
• Excellent organizational and multitasking abilities.

Responsibilities

• Quote personal lines insurance policies (homeowners, auto, flood, umbrella).
• Service existing accounts and respond to client inquiries.
• Process endorsements, renewals, cancellations, and policy changes.
• Review coverage options and provide recommendations based on client needs.
• Follow up on quote opportunities and agency leads.
• Cross-sell and round out accounts when appropriate.
• Maintain accurate client records and documentation.
• Work with multiple carriers to secure competitive coverage options.
• Deliver outstanding customer service while building long-term client relationships.

Skills

Customer service

Communication

Agency management systems

Microsoft Office

Organization

Education

Florida 4-40 license

Tools

Agency management systems

Microsoft Office

Job description

About Jensen Beach Insurance

Jensen Beach Insurance is a trusted Florida-based independent insurance agency with 25+ years of experience helping individuals, families, and businesses find customized coverage solutions. Through a network of top-rated insurance carriers, we provide personalized service, expert guidance, and insurance options tailored to each client's unique needs and budget. We are committed to delivering exceptional customer service and helping our clients protect what matters most. [jensenbeachins.com]

About Jensen Beach Insurance

Jensen Beach Insurance is a trusted Florida-based independent insurance agency with 25+ years of experience helping individuals, families, and businesses find customized coverage solutions. Through a network of top-rated insurance carriers, we provide personalized service, expert guidance, and insurance options tailored to each client's unique needs and budget. We are committed to delivering exceptional customer service and helping our clients protect what matters most. [jensenbeachins.com]

Position Summary

Jensen Beach Insurance is seeking a customer-focused and detail-oriented 4-40 Licensed Insurance Agent/CSR to join our team. The ideal candidate will have at least one year of insurance experience, preferably in an independent insurance agency environment, and be comfortable quoting personal lines insurance with multiple carriers. This role is responsible for providing exceptional service to existing clients, generating quotes, processing policy changes, and supporting agency growth through relationship-building and cross-selling opportunities.

Compensation

$40,000 - $45,000 annually, based on experience

$2,000 - $10,0000+ Annual Retention Commission Opportunity

$4,000 - $10,000+ Annual New Business Commission Opportunity

Responsibilities

• Quote personal lines insurance policies, including homeowners, auto, flood, and umbrella coverage
• Service existing accounts and respond to client inquiries
• Process endorsements, renewals, cancellations, and policy changes
• Review coverage options and provide recommendations based on client needs
• Follow up on quote opportunities and agency leads
• Cross-sell and round out accounts when appropriate
• Maintain accurate client records and documentation
• Work with multiple insurance carriers to secure competitive coverage options
• Deliver outstanding customer service while building long-term client relationships

Qualifications

Required

• Active Florida 4-40 Customer Representative License
• Minimum 1 year of insurance agency experience
• Experience quoting personal lines insurance policies with multiple carriers
• Strong communication and customer service skills
• Proficiency with agency management systems and Microsoft Office
• Excellent organizational and multitasking abilities

Preferred

• Experience working for an independent insurance agency
• Experience quoting with multiple insurance carriers
• Knowledge of personal lines insurance products

What We Offer

• Competitive salary
• Medical, dental, and vision coverage
• 401(k) with company participation
• Employer-paid group life insurance
• Paid time off and holidays
• Gym membership reimbursement
• Employee referral bonus program
• Supportive team environment
• Opportunity for professional growth and development
• Established agency with a strong reputation in the community