Experienced Insurance CSR - Florida 2-15 Licensed

Aaron Kilbride Ins Agency Inc; Tampa (FL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Health benefits

Paid time off

Growth potential

Team environment

Job summary

Aaronkilbrideinsurance in Tampa, FL is seeking an experienced Insurance Customer Service Representative to join a State Farm agent team. The role requires a licensed professional with at least five years in the insurance industry and a strong focus on service and retention.

You will build relationships, assist with policy questions, conduct needs-based reviews, and support cross-selling opportunities while maintaining accurate records.

Qualifications

• Minimum of 5 years of insurance industry experience.
• Active Florida 2-15 Life, Health & Variable Annuity License – required.
• Strong knowledge of personal lines insurance products and coverage.
• Excellent written, verbal, and listening skills.
• Detail-oriented with excellent organizational abilities.
• Proactive problem-solving skills and the ability to work independently.
• Comfortable learning and working with agency management systems and other computer applications.
• Ability to work effectively in a team environment.
• Professional, dependable, and customer-focused.

Responsibilities

• Build and maintain strong, long-term relationships with customers.
• Provide exceptional customer service and timely follow-up on requests.
• Conduct needs-based reviews to identify coverage gaps and opportunities.
• Assist customers with policy questions, coverage changes, billing inquiries, and claims questions.
• Review existing accounts and recommend appropriate insurance products.
• Support customer retention through proactive communication and follow-up.
• Identify cross-selling opportunities and refer or market products.
• Maintain accurate customer records and documentation.
• Work with the agent and team to achieve service, retention, and production goals.
• Maintain compliance with licensing, procedures, and regulations.

Skills

Customer service

Relationship management

Problem-solving

Teamwork

Detail-oriented

Independent work

Education

Florida 2-15 Life, Health & Variable Annuity License

Tools

Agency management systems

Job description

Aaronkilbrideinsurance in Tampa, FL is seeking an experienced Insurance Customer Service Representative to join a State Farm agent team. The role requires a licensed professional with at least five years in the insurance industry and a strong focus on service and retention.

You will build relationships, assist with policy questions, conduct needs-based reviews, and support cross-selling opportunities while maintaining accurate records.