Customer Service Representative

Taj Staffing

Orlando (FL)

Vor Ort

USD 35.000 - 50.000

Vollzeit

14 Tage+

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Zusammenfassung

A reputable insurance agency in Orlando seeks a Customer Service Representative to support commercial insurance tasks including managing leads, processing policy changes, and client communication. Ideal candidates will have 1-2 years of insurance experience (preferably in Commercial Lines) and strong organizational skills. Bilingual candidates are a plus. This role offers an opportunity to join a community-focused team in a vital support capacity.

Qualifikationen

  • 1-2+ years of insurance experience, preferably in Commercial Lines.
  • Strong communication and customer service skills are essential.
  • Familiar with COIs, endorsements, and carrier communication.

Aufgaben

  • Manage incoming commercial insurance leads.
  • Respond to client calls and emails.
  • Maintain accurate records in the agency management system.

Kenntnisse

Communication skills
Customer service skills
Multitasking
Organizational skills

Ausbildung

Active 4-40 or 2-20 license

Tools

Nexsure

Jobbeschreibung

A respected, community-focused insurance agency is looking for a Customer Service Representative to join our Commercial Lines team. This role supports new business, renewals, and daily client service while ensuring accurate policy management. If you are organized, client-focused, and experienced in insurance, we want to hear from you!

What You’ll Do
  • Manage incoming commercial insurance leads
  • Gather underwriting info and required documents
  • Prepare applications, proposals, and quote requests
  • Respond to client calls and emails
  • Process endorsements and policy changes
  • Issue Certificates of Insurance (COIs)
  • Assist with billing questions and basic claims support
  • Collect renewal documents
  • Update applications for remarketing
  • Schedule renewal review meetings
  • Maintain accurate records in the agency management system
  • Ensure meet compliance standards
What You Need
  • 1-2+ years of insurance experience (Commercial Lines preferred)
  • Active 4-40 or 2-20 license (or willing to obtain)
  • Strong communication and customer service skills
  • Ability to multitask and stay organized
  • Experience with COIs, endorsements, and carrier communication
  • Familiarity with systems like Nexsure (or similar)
Nice to Have
  • Commercial Lines experience
  • Bilingual (English/Spanish)
  • Knowledge of GL, WC, BOP, Property, Auto, and Umbrella.

Taj Staffing is an Equal Opportunity Employer.

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