Commercial Insurance Customer Experience Specialist

FrankCrum; Clearwater (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental and Vision Insurance

401(k) matching

Paid time off

Job summary

FrankCrum Insurance Agency in Clearwater, FL, is hiring a full-time Customer Service Representative. You will support Agency Leadership, Account Executives, and Account Managers by processing policy transactions, maintaining client records, and responding to inquiries to ensure satisfaction and retention.

The role requires at least a high school diploma, 1 year of related experience, and a Florida 4-40 license, with proficiency in Microsoft Office.

Qualifications

• High school education or equivalent.
• One (1) year of commercial insurance, customer service, or administrative support experience preferred.
• Florida 4-40 Customer Representative License required.
• Proficiency with Microsoft Office Suite required.

Responsibilities

• Provide exceptional customer service by responding promptly and professionally to client inquiries regarding commercial insurance products, policies, and service requests.
• Process policy transactions including endorsements, certificates of insurance, binders, policy changes, cancellations, contract reviews, and other servicing activities.
• Assist with renewal preparation by gathering information, preparing documentation, and supporting the renewal process through policy binding.
• Prequalify requests for insurance quotes by collecting required information and coordinating submissions with Account Executives, Account Managers and agency team.
• Maintain accurate client records, policy documentation, and agency management system information to support efficient agency operations.
• Provide administrative support to Account Executives, Account Managers and Agency Leadership by preparing correspondence, processing documentation, scheduling meetings, and coordinating client communications.
• Collaborate with carriers, underwriters, and internal departments to obtain information, resolve service issues, and ensure timely completion of client requests.
• Participate in client meetings, training, and professional development activities as requested.
• Comply with agency policies, procedures, timekeeping requirements, and applicable regulatory standards while maintaining confidentiality of client information.

Skills

Microsoft Office Suite

Education

High school diploma or equivalent

Job description

FrankCrum Insurance Agency in Clearwater, FL, is hiring a full-time Customer Service Representative. You will support Agency Leadership, Account Executives, and Account Managers by processing policy transactions, maintaining client records, and responding to inquiries to ensure satisfaction and retention.

The role requires at least a high school diploma, 1 year of related experience, and a Florida 4-40 license, with proficiency in Microsoft Office.