Commercial Lines CSR: In-Office Opportunity in Ocala

Liberty Company Insurance Brokers LLC; Ocala (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Liberty Company Insurance Brokers LLC in Ocala, FL seeks a Commercial Lines Customer Service Representative to service existing accounts and assist with new business quoting. In-office role requiring strong communication and multitasking to deliver superior client service.

The position offers a culture-focused environment with competitive compensation, benefits, paid time off, and ongoing education support.

Qualifications

• Must hold a Florida 440 CSR license or able to obtain within 60 days.
• Minimum of 3 years’ experience in Commercial Insurance, preferably in an Independent Insurance Agency.
• Outstanding verbal and written communication skills.
• Experience using programs within Microsoft Office.
• Strong organization skills.
• Professional demeanor and appearance.
• Friendly and outgoing.
• Significant ability to multi-task and manage detailed work.

Responsibilities

• Bind coverage with required documents/forms and payments.
• Manage all activities and workload in agency management system (Applied Epic).
• Review policies for accuracy.
• Communicate regularly with clients and underwriters.
• Send out forms to clients and collect payments.
• Assist clients with Evidence of Insurance requests.
• Handle client claim calls and report to carrier.
• Follow up with clients and adjusters during claims process.
• Answer incoming calls with general policy questions.
• Process payments from clients.
• Assist with quoting activities.

Skills

Commercial Insurance

Customer service

Communication

Multitasking

Microsoft Office

Organization

Tools

Applied Epic

Microsoft Office

Job description

Liberty Company Insurance Brokers LLC in Ocala, FL seeks a Commercial Lines Customer Service Representative to service existing accounts and assist with new business quoting. In-office role requiring strong communication and multitasking to deliver superior client service.

The position offers a culture-focused environment with competitive compensation, benefits, paid time off, and ongoing education support.