4-40 Licensed Customer Service Representative

Kaizen Lab Inc.; Jensen Beach (FL); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Medical/dental/vision coverage

401(k)

Employer-paid group life insurance

Paid time off

Job summary

Jensen Beach Insurance in Jensen Beach, FL 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

Qualifications

• Active Florida 4-40 Customer Representative License.
• Minimum 1 year of insurance agency experience.
• Experience quoting personal lines 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, 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.

Skills

Customer service

Communication

Organization

Multitasking

Relationship-building

Education

Florida 4-40 Customer Representative License

Tools

Agency management systems

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. [jensenbeachins.com]

Position Summary

Jensen Beach Insurance is seeking a customer-focused anddetail-oriented4-40 Licensed Insurance Agent/CSRto join our team. Theideal candidate will have at least one year of insurance experience, preferablyin an independent insurance agency environment, and be comfortable quotingpersonal lines insurance with multiple carriers.

This role is responsible for providing exceptional serviceto existing clients, generating quotes, processing policy changes, andsupporting agency growth through relationship-building and cross-sellingopportunities.

Compensation

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

$2,000 - $10,0000+ Annual Retention CommissionOpportunity

$4,000 - $10,000+ Annual New Business CommissionOpportunity

Responsibilities

• Quotepersonal lines insurance policies, including homeowners, auto, flood, andumbrella coverage
• 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
• Experiencequoting personal lines insurance policies with multiple carriers
• Strongcommunication and customer service skills
• Proficiencywith agency management systems and Microsoft Office
• Excellentorganizational and multitasking abilities

Preferred:

• Experienceworking for an independent insurance agency
• Experiencequoting with multiple insurance carriers
• Knowledgeof personal lines insurance products

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