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B-SAFE INSURANCE INC; West Palm Beach (FL); On-site; USD 34,000 - 46,000; Full time

Benefits offered by this job

Employee discounts

Health insurance

Paid time off

Job summary

B-SAFE Insurance Inc. in West Palm Beach, FL is seeking a motivated Customer Service Representative to be the friendly face of our agency. You will help clients navigate insurance needs and assist with policy questions, renewals, and documentation.

Ideal candidates bring insurance service experience, active Florida licenses, strong communication skills, and a client-first attitude. Bilingual English/Spanish is a plus here in West Palm Beach.

Qualifications

• Prior customer service experience in insurance or financial services.
• Florida 4-40 Customer Representative License or 2-20 General Lines License (or willingness to obtain).
• Strong verbal and written communication skills.
• Detail-oriented with strong organizational and multitasking abilities.
• Bilingual (English/Spanish) a plus in the West Palm Beach market.

Responsibilities

• Serve as the primary point of contact for clients, answering inquiries via phone, email, and in-person.
• Assist clients with policy questions, coverage explanations, and insurance documentation.
• Process policy changes, renewals, and endorsements accurately.
• Handle customer complaints in a timely and professional manner.
• Support insurance agents with administrative tasks and client follow-ups.
• Maintain and update client records in the agency management system.
• Identify opportunities to cross-sell or upsell insurance products to existing clients.

Skills

Customer service

Communication

Bilingual English/Spanish

Agency software

Education

Florida 4-40 License

2-20 General Lines License

Tools

Agency management software

Job description

Benefits:

• Employee discounts
• Health insurance
• Paid time off

About the Role:

B-SAFE Insurance Inc. is looking for a motivated and personable Customer Service Representative to join our team in West Palm Beach, FL! In this role, you'll be the friendly face and voice of our agency, helping clients navigate their insurance needs with confidence and care. If you love building relationships and making a difference, this is the opportunity for you!

Responsibilities:

• Serve as the primary point of contact for clients, answering inquiries via phone, email, and in-person
• Assist clients with policy questions, coverage explanations, and insurance documentation
• Process policy changes, renewals, and endorsements accurately and efficientlyHandle customer complaints and resolve issues in a timely and professional manner
• Support insurance agents with administrative tasks and client follow-ups
• Maintain and update client records in the agency management system
• Identify opportunities to cross-sell or upsell insurance products to existing clients

Requirements:

• Prior customer service experience, preferably in insurance or financial services
• Florida 4-40 Customer Representative License or 2-20 General Lines License (or willingness to obtain)
• Strong verbal and written communication skills
• Proficiency with computer systems and agency management software
• Detail-oriented with strong organizational and multitasking abilities
• Bilingual (English/Spanish) a plus in the West Palm Beach market
• Positive, client-first attitude with a team-player mentality

About Us:

B-SAFE Insurance Inc. is a trusted insurance agency serving the West Palm Beach, FL community with a commitment to protecting what matters most to our clients. We pride ourselves on delivering personalized service and comprehensive coverage options that give our customers true peace of mind. Our team enjoys a supportive work environment where growth, integrity, and client satisfaction are at the heart of everything we do.