4-40 Licensed Customer Service Representative

CHOICE FINANCIAL GROUP LLC; Jensen Beach (FL); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Competitive salary

Medical coverage

Dental coverage

Vision coverage

401(k)

Group life insurance

Paid time off

Gym reimbursement

Referral bonus

Supportive team

Career growth

Community reputation

Job summary

Jensen Beach Insurance in Jensen Beach, FL is seeking a customer-focused and detail-oriented 4-40 Licensed CSR to join our team. The ideal candidate will have at least one year of insurance experience in an independent agency and a passion for helping clients protect what matters most.

You will serve as a trusted resource for clients, delivering exceptional service, supporting their insurance needs, and building long-term relationships in a fast-paced environment.

Qualifications

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

Responsibilities

• 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.

Skills

Communication

Customer service

Organizational skills

Multitasking

Attention to detail

Education

Florida 4-40 license

Tools

Applied Epic

Microsoft Office

Job description

About Jensen Beach Insurance

Jensen Beach Insurance is a trusted Florida-basedindependent insurance agency with 25+ years of experience helping individuals,families, and businesses find customized coverage solutions. Through a networkof top-rated insurance carriers, we provide personalized service, expertguidance, and insurance options tailored to each client's unique needs andbudget. We are committed to delivering exceptional customer service and helpingour clients protect what matters most.

Position Summary

Jensen Beach Insurance is seeking a customer-focused anddetail-oriented 4-40 Licensed CSR to join our team. Theideal candidate will have at least one year of insurance experience, preferablyin an independent insurance agency environment, and a passion for helping clients protect what matters most.

In this role, you will serve as a trusted resource for clients by delivering exceptional service, supporting their insurance needs, and building long-term relationships. The successful candidate will thrive in a fast-paced environment, possess strong communication and organizational skills, and contribute to the agency's continued growth and commitment to personalized service.

Compensation

$19.23 per hour (equivalent to 40,000 annually)

$2,000 - $10,0000+annual cross-selling potential commission

Responsibilities

• Serviceexisting accounts and respond to client inquiries
• Processendorsements, renewals, cancellations, and policy changes
• Reviewcoverage options and provide recommendations based on client needs
• Followup on quote opportunities and agency leads
• Cross-selland round out accounts when appropriate
• Maintainaccurate client records and documentation
• Workwith multiple insurance carriers to secure competitive coverage options
• Deliveroutstanding customer service while building long-term client relationships

Qualifications

Required:

• ActiveFlorida 4-40 Customer Representative License
• Minimum1 year of insurance agency experience
• Strongcommunication and customer service skills
• Proficiencywith agency management systems and Microsoft Office
• Excellentorganizational and multitasking abilities

Preferred:

• Experienceworking for an independent insurance agency
• Knowledgeof personal lines insurance products
• Applied Epic experience a plus

What We Offer

• Competitivesalary
• Medical,dental, and vision coverage
• 401(k)with company participation
• Employer-paidgroup life insurance
• Paidtime off and holidays
• Gymmembership reimbursement
• Employeereferral bonus program
• Supportiveteam environment
• Opportunityfor professional growth and development
• Establishedagency with a strong reputation in the community

Apply Today

If you're a licensed insurance professional who enjoyshelping clients find the right coverage and building lasting clientrelationships, we'd love to hear from you. Join Jensen Beach Insurance andbecome part of a respected independent agency dedicated to deliveringexceptional service and protecting what matters most.