csr

B-SAFE INSURANCE INC; West Palm Beach (FL); On-site; USD 32,000 - 45,000; 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 Customer Service Representative to be the friendly face and voice for clients navigating their insurance needs. You will handle inquiries, explain coverages, process changes, and support renewals in a fast-paced team environment.

Ideal candidates have prior insurance-related customer service experience, Florida licenses, and strong communication skills in English and Spanish.

Qualifications

• Prior customer service experience, preferably in insurance or financial services.
• Strong communication and interpersonal skills, both written and verbal.
• Proficiency with computer systems and agency management software.

Responsibilities

• Serve as the primary point of contact for clients, handling inbound calls, emails, and walk-in inquiries
• Assist clients with policy questions, coverage explanations, and general account management
• Process policy changes, endorsements, renewals, and cancellations accurately and efficiently
• Quote and bind new personal and/or commercial insurance policies as needed
• Resolve customer complaints and concerns in a professional and timely manner
• Maintain accurate client records and documentation within agency management systems
• Support producers and agents with administrative tasks and follow-ups

Skills

Customer service

Florida 4-40 license or 2-20 license

Bilingual English/Spanish

Communication skills

Attention to detail

Team player

Education

Active Florida 4-40 Customer Representative License or 2-20 General Lines License

Tools

Agency management software

CRM system

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 thrive in a fast-paced environment and love helping people, we want to hear from you!

Responsibilities:

• Serve as the primary point of contact for clients, handling inbound calls, emails, and walk-in inquiries
• Assist clients with policy questions, coverage explanations, and general account management
• Process policy changes, endorsements, renewals, and cancellations accurately and efficiently
• Quote and bind new personal and/or commercial insurance policies as needed
• Resolve customer complaints and concerns in a professional and timely manner
• Maintain accurate client records and documentation within agency management systems
• Support producers and agents with administrative tasks and follow-ups

Requirements:

• Prior customer service experience, preferably in insurance or financial services
• Active Florida 4-40 Customer Representative License or 2-20 General Lines License (or ability to obtain)
• Strong communication and interpersonal skills, both written and verbal
• 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 mindset

About Us:

B-SAFE INSURANCE INC has been proudly serving the West Palm Beach, FL community with reliable and affordable insurance solutions. Our clients trust us to protect what matters most - from their homes and vehicles to their businesses and families. We foster a supportive, close-knit team environment where employees are valued and given the tools they need to grow their careers in the insurance industry.