Customer Service Representative - Allstate Agency

The Juris Agency; Venice (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid time off

Vision insurance

Life insurance

Disability insurance

Hands-on training

Mon-Fri schedule

Retirement plan

Job summary

Allstate - Fisher Family Insurance in Venice, FL is hiring a Customer Service & Retention Specialist to guide clients through policy questions, endorsements, billing, and coverage changes, ensuring high service quality and yearly retention.

The ideal candidate has 1–3 years of property and casualty service experience, a valid Florida 4-40 license (20-44 accepted), strong communication, and a dependable, organized approach.

Qualifications

• Active Florida 4-40 (or 20-44) license required.
• 1–3 years of property & casualty customer service or account management experience.
• Strong written and verbal communication skills.
• In-office availability in Venice, FL.

Responsibilities

• Own the client experience for service requests — endorsements, billing questions, coverage changes, and certificates.
• Manage renewals and proactively reach out before they lapse to keep retention high.
• Handle retention "saves" with empathy and a clear path to keep the client.
• Review existing accounts for gaps and round/cross-sell additional coverage where it fits.
• Work within clear service time standards and priorities so the full book stays current.
• Keep client records, the CRM, and documentation accurate and up to date.
• Maintain full compliance with carrier and state guidelines on every account.
• Be a reliable, positive presence the team and clients can count on.

Skills

Customer service

Detail oriented

Communication

Coachable

Organized

Reliable

Education

Active Florida 4-40 license

Tools

CRM software

Insurance software

Job description

Customer Service Representative - Allstate Agency

Job Overview

We're a growing Allstate agency in Venice, FL, looking for a Customer Service & Retention Specialist who genuinely loves taking care of people — and is just as good at keeping the work moving. This is the person our clients trust: you handle their service needs, keep their coverage right, and make sure they stay with us year after year.

The right fit is warm but efficient. You care about every client, but you know the difference between truly helping someone and getting stuck in the weeds — you triage, you prioritize, and you keep the whole book moving, not just the one account in front of you. You take pride in being organized, accurate, and dependable.

This is a stable, in-office career role for someone who wants to be excellent at client service and retention — not a stepping stone to a sales seat. If protecting relationships and being the dependable backbone of a team is what you love, this is your seat.

Salary Range: $36,000.00 - $48,000.00 per year

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Requirements

• Active Florida 4-40 (Customer Representative) license required; 20-44 also accepted
• 1–3 years of property & casualty customer service or account management experience
• Warm, patient, and people-first — with a strong sense of priorities and a bias toward getting things done
• Organized and detail-oriented; protects accuracy without getting lost in perfectionism
• Strong written and verbal communication
• Coachable and willing to follow established processes and systems
• Comfortable with CRM and standard office/insurance software
• Dependable and able to work in-office in Venice, FL
• Genuinely enjoys service and retention as a career — not looking to move into a sales role

Responsibilities

• Own the client experience for service requests — endorsements, billing questions, coverage changes, and certificates
• Manage renewals and proactively reach out before they lapse to keep retention high
• Handle retention "saves" with empathy and a clear path to keep the client
• Review existing accounts for gaps and round/cross-sell additional coverage where it fits
• Work within clear service time standards and priorities so the full book stays current
• Keep client records, the CRM, and documentation accurate and up to date
• Maintain full compliance with carrier and state guidelines on every account
• Be a reliable, positive presence the team and clients can count on

Remote Type: No

Job Type: Full-Time

Job Category: Customer Service Representative

Location: Venice,FL,34293,US

About Us

Allstate - Fisher Family Insurance is a dynamic agency blending the trusted Allstate brand with personalized, family-focused service. We're dedicated to protecting what matters most, fostering an energetic, professional environment where your expertise helps clients secure their future. Join our thriving team!

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