Customer Service Representative- Insurance

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

Benefits offered by this job

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Team Meetings

Work-Life Balance

Paid Time Off (PTO)

Hands on Training

Weekends Off

Free Coffee

Professional Work Environment

Job summary

Giselle Camilo Insurance & Financial Services in Palm Beach Gardens seeks an Insurance Customer Service Specialist to be the friendly face for clients, addressing inquiries with warmth and clarity while protecting their financial interests.

Requirements include an active Florida 2-20 or 4-40 license and at least 2 years in an insurance agency. Proficiency with agency management software and MS Office is expected, with teamwork across sales and client support.

Qualifications

• Active Florida 2-20 or 4-40 license.
• Minimum 2 years in a professional insurance agency.
• Strong knowledge of policy documents and data entry.
• Proficient with agency management software and MS Office.

Responsibilities

• Address client inquiries regarding their policies with warmth and clarity.
• Process policy endorsements, renewals, and billing questions efficiently.
• Act as the primary point of contact for our policyholders to ensure their needs are met promptly.
• Collaborate with the sales team to ensure client records are accurate and up-to-date.
• Advocate for our clients during claims reporting, ensuring they feel supported throughout the process.
• Educate clients on their coverage options so they feel confident in their financial protection.

Skills

Customer Service

Communication

Attention to detail

Problem solving

Education

Florida 2-20 or 4-40 Insurance License

Tools

Agency management software

Microsoft Office

Job description

Job Description

Welcome to Giselle Camilo Insurance & Financial Services, where our foundation is built on genuine care for our neighbors in Palm Beach Gardens. We believe that insurance is about more than just policies and paperwork; it is about protecting the dreams and the people our clients hold most dear. Our office is a place where every voice is heard and every contribution matters. We are looking for someone who finds joy in connecting with people and takes pride in making someone else’s day a little easier. As our new Insurance Customer Service Specialist, you will be the friendly face and steady hand our clients rely on. You aren't just processing requests; you are building trust and providing peace of mind during life's many transitions. We are a close-knit group that values kindness, reliability, and the positive energy you bring to the office every single morning. If you enjoy creating meaningful relationships and thrive in an environment where your expertise directly improves the lives of others, we would be delighted to have you join our mission.

Benefits

• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Team Meetings
• Work-Life Balance
• Paid Time Off (PTO)
• Hands on Training
• Weekends Off
• Free Coffee
• Professional Work Environment

Responsibilities

Address client inquiries regarding their policies with warmth and clarity.

Process policy endorsements, renewals, and billing questions efficiently.

Act as the primary point of contact for our policyholders to ensure their needs are met promptly.

Collaborate with the sales team to ensure client records are accurate and up-to-date.

Advocate for our clients during claims reporting, ensuring they feel supported throughout the process.

Educate clients on their coverage options so they feel confident in their financial protection.

Requirements

Active Florida 2-20 or 4-40 Insurance License.

Minimum of 2 years working in a professional insurance agency setting.

Strong command of agency management software and Microsoft Office Suite.

Clear and patient communication style, both over the phone and via email.

Strong attention to detail when reviewing policy documents and data entry.

A proactive approach to problem-solving and an eagerness to help others.