Customer Service Representative (Insurance)

TrueHeritage Staffing; Florida; On-site; USD 42,000 - 54,000; Full time

Job summary

TrueHeritage Staffing is seeking a Customer Service Representative for a well-established insurance agency in the Lake Suzy area. The role focuses on servicing personal and commercial insurance lines with emphasis on client relationships and exceptional service.

The ideal candidate holds a Florida 4-40 Customer Representative License and has at least one year of experience in personal and commercial insurance, plus strong communication and organizational skills. On-site position in Lake Suzy, FL.

Qualifications

• Florida 4-40 Customer Representative License is required.
• Minimum 1 year of experience servicing personal and commercial insurance.
• Strong customer service and communication skills.
• Excellent organizational and multitasking abilities.

Responsibilities

• Provide outstanding customer service to new and existing clients.
• Assist customers with policy changes, renewals, endorsements, and coverage questions.
• Process certificates of insurance, binders, policy documentation, and other insurance-related paperwork.
• Support both personal and commercial lines accounts.
• Communicate with insurance carriers regarding policy updates and client requests.
• Maintain accurate client records and documentation.

Skills

Customer service

Communication

Multitasking

Organizational skills

Tools

Microsoft Office

Agency management software

Job description

Job Description

TrueHeritage Staffing is seeking a Customer Service Representative (CSR) for a well-established insurance agency in the Lake Suzy area. This is an excellent opportunity for someone who enjoys building relationships with clients while providing exceptional service in both personal and commercial insurance.

The ideal candidate will have at least one year of experience servicing personal and commercial insurance lines and possess a valid Florida 4-40 Customer Representative License.

Responsibilities

• Provide outstanding customer service to new and existing clients.
• Assist customers with policy changes, renewals, endorsements, and coverage questions.
• Process certificates of insurance, binders, policy documentation, and other insurance-related paperwork.
• Support both personal and commercial lines accounts.
• Communicate with insurance carriers regarding policy updates and client requests.
• Maintain accurate client records and documentation.
• Handle incoming phone calls, emails, and walk-in inquiries professionally.
• Work closely with producers and account managers to ensure excellent client service.
• Follow agency procedures while maintaining compliance with insurance regulations.

Qualifications

• Florida 4-40 Customer Representative License (Required)
• Minimum 1 year of experience working with both personal and commercial insurance lines
• Strong customer service and communication skills
• Excellent organizational and multitasking abilities
• Proficient with Microsoft Office and agency management software
• Ability to prioritize tasks and work efficiently in a fast-paced office
• Professional, dependable, and detail-oriented

Preferred Qualifications

• Experience working in an independent insurance agency
• Knowledge of policy servicing, renewals, endorsements, and certificates of insurance

Company Description

TrueHeritage Staffing company connects top talent with the right employers by sourcing, screening, and placing candidates in roles that match their skills and career goals- streamlining the hiring process for business and job seekers alike.