Customer Service Representative

The Liberty Company Insurance Brokers, LLC; Ponte Vedra Beach (FL); On-site; USD 35,000 - 50,000; Full time

Job summary

The Liberty Company Insurance Brokers, LLC in Ponte Vedra Beach, FL is seeking a Customer Service Representative with a background in customer service or administration and insurance. You will handle calls, emails, and chats, support sales, service and management, and maintain a professional client experience.

Ideal candidates have 1–2 years in customer service, familiarity with insurance, and an active license or plan to obtain within 90 days.

Qualifications

• 1–2 years in customer service or administration
• Experience in insurance industry
• Active DOI license or ability to obtain license within first 90 days
• Experience with AMS or similar agency management system is a plus
• Solid computer skills (Windows, MS Office, Internet)
• Excellent phone etiquette and verbal, written, and interpersonal skills
• Ability to multi-task, organize, and prioritize work

Responsibilities

• Answer incoming telephone calls, emails, and chats clearly and professionally
• Maintain friendly, service-oriented image for clients
• Provide knowledgeable answers about products, pricing, and availability
• Provide client quotes and communicate with carriers as directed
• Research payment and billing issues and follow agency procedures
• Follow up on non-payment notices and notify producers of cancellations/ expirations
• Pull policy correspondence from carrier sites and distribute to staff
• Inform managers of important activities on accounts
• Process claims notices and follow up with clients per procedures
• Help with special projects and monthly expiration/cancellation reports
• Assist with Agency Management System data cleanup and reports

Skills

Customer service

Phone etiquette

Verbal communication

Written communication

Interpersonal skills

Multi-tasking

Tools

AMS

Microsoft Office

Job description

Description

Our Liberty family is growing every day! Our Partners at Darr Schackow Insurance have a spectacular opportunity for an up-and-coming insurance professional in the Ponte Vendra, FL area. In addition to an award-winning company culture, you can expect competitive salary, generous benefit package, PTO, Holiday pay, employee wellness and stress relief programs, opportunities to give back to your community, and more!

Our Liberty family is growing every day! Our Partners at Darr Schackow Insurance have a spectacular opportunity for an up-and-coming insurance professional in the Ponte Vendra, FL area. In addition to an award-winning company culture, you can expect competitive salary, generous benefit package, PTO, Holiday pay, employee wellness and stress relief programs, opportunities to give back to your community, and more! DSI is looking for their next dynamic Customer Service Representative to join their team in the Ponte Vedra, FL office. The ideal candidate will have a background in customer service, preferably in the insurance industry, as well as exceptional phone, verbal,written, and interpersonal skills. At Liberty, we put our company culture first, so finding the right personality fit for our team is our highest priority. If the below job sounds like a match, we would love to get to know you!

Position Summary

Primarily responsible for communicating over phone, email and chat, and supporting various back office or administrative activities for sales, service, and management personnel as needed.

Essential Duties and Responsibilities

• Answers incoming telephone calls, emails, and chats in a clear and professional manner.
• Ensures that a friendly and attentive approach is being practiced with an environment that projects a professional, polished, and service-oriented image to all clients.
• Provide knowledgeable answers to questions about product, pricing and availability.
• Provide client quotes.
• Correspond with specific carriers on company memos and process any necessary updates as directed by the Account Manager.
• Research payment and billing issues, direct cancellations/expirations to Account Manager.
• Follow up on notices of non-payment per agency procedures and notify producer of cancelled/expired policies for rewrite.
• Pull policy correspondence from carrier websites and distribute to appropriate personnel.
• Inform account managers and/or producers of all important activities on their accounts.
• Process claims notices- follow up with clients via email and letters as per agency claims procedures.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Update monthly expiration and cancellation reports.
• Process flood renewals in agency management system
• Assistant with Agency Management System data clean up

Qualifications

Minimum Qualifications

• 1-2 years in customer service or administration
• Experience in insurance industry
• Active DOI license or ability to obtain license within first 90 days of employment
• Experience with AMS or similar agency management system a plus.
• Solid computer skills (Windows, Microsoft Office, Internet).
• Excellent phone etiquette and excellent verbal, written, and interpersonal skills
• Ability to multi-task, organize, and prioritize work

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