Customer Service Representative

The Liberty Company Insurance Brokers, LLC; Ocala (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Comprehensive benefits

Generous PTO & holidays

Education assistance

Wellness programs

Job summary

The Liberty Company Insurance Brokers, LLC in Ocala, FL is seeking a Commercial Lines Customer Service Representative for in-office duties. The role focuses on servicing existing accounts and quoting new accounts, with emphasis on client communication and accuracy.

The team highlights a culture-first environment with awards and comprehensive benefits, including PTO, education support, and wellness programs. This position requires strong multi-tasking and strong client service abilities.

Qualifications

• Outstanding verbal and written communication skills.
• Experience using programs within Microsoft Office.
• Strong organization skills.
• Professional demeanor and appearance.
• Friendly and out-going.
• Significant ability to multi-task detailed and complex work.
• Strong tendency to always exceed others' expectations.

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 and directly with clients and underwriters.
• Send out forms to clients that need to be reviewed and then collect payment.
• Assist clients with requests for Evidence of Insurance.
• Handle claim calls from clients, and then report claims to the appropriate carrier.
• Follow up with clients and adjusters during claims process.
• Answer incoming calls from clients with general policy questions.
• Process payments from clients.
• Assist with quoting activities.

Skills

Verbal communication

Written communication

Organization

Professional demeanor

Interpersonal/friendly

Multitasking

Exceed expectations

Tools

Microsoft Office

Job description

Description

The Liberty Company Insurance Brokers and our Partners at Darr Schackow Insurance Agency have an in-office opportunity for a Commercial Lines Customer Service Representative in our Brick City office located in Ocala, FL.

Description

The Liberty Company Insurance Brokers and our Partners at Darr Schackow Insurance Agency have an in-office opportunity for a Commercial Lines Customer Service Representative in our Brick City office located in Ocala, FL.

Our culture-first approach has earned us multiple industry accolades, including being named a Top Insurance Employer for five consecutive years, repeated recognition on the Inc. 5000 fastest-growing companies list, and honors from Insurance Journal, Hale’s Report, and more — all testifying to the dynamic, people-centric environment we’ve built.

Our award-winning culture is rooted in entrepreneurship, collaboration, and a genuine commitment to employee wellness.

As we continue to grow, we’re looking for people who want to contribute, innovate, and thrive in an environment where positivity and purpose go hand in hand.

We believe in rewarding our people with a competitive total compensation package, including comprehensive benefits, generous paid time off and holiday pay, continued education support, and company-sponsored programs designed to promote wellness, stress management, and community involvement.

Here, your career growth and your well-being aren’t just priorities — they’re part of who we are.

Position Summary

The Commercial Lines Customer Service Representative is responsible for handling servicing tasks for existing accounts and quoting tasks for new accounts. This individual will talk to clients about their policies and process changes as needed. This role requires a strong ability to communicate and multi-task to offer our clients the highest level of customer service.

Specific Duties and 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 and directly with clients and underwriters
• Send out forms to clients that need to be reviewed and then collect payment
• Assist clients with requests for Evidence of Insurance
• Handle claim calls from clients, and then report claims to the appropriate carrier
• Follow up with clients and adjusters during claims process
• Answer incoming calls from clients with general policy questions
• Process payments from clients
• Assist with quoting activities

Qualifications

Eligibility Requirements

• Outstanding verbal and written communication skills
• Experience using programs within Microsoft Office
• Strong organization skills
• Professional demeanor and appearance
• Friendly and out-going
• Significant ability to multi-task detailed and complex work
• Strong tendency to always exceed others' expectations

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

• Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code,
• 1033 and 1034 to qualify for that role