Hybrid Insurance Customer Experience Specialist

Achieva Credit Union; Florida; Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid work environment

Flexible hours

Job summary

Achieva Credit Union is seeking a Customer Service Agent in Florida to provide outstanding service to existing and new clients. You will handle inquiries, guide policy changes, and support retention through professional, empathetic interactions both in person and remotely.

The role requires 3+ years in insurance customer service, a business-related degree, and an active Florida insurance license. A hybrid work setup and occasional travel are expected.

Qualifications

• Bachelor’s degree in business or equivalent combination of education and work experience.
• 3+ years’ insurance customer service experience.

Responsibilities

• Maximize growth and client retention through superior customer service.
• Capture new business opportunities through account rounding and cross-selling efforts.
• Respond to client inquiries via phone, email or in person interactions with professionalism.
• Provide accurate information about insurance products, coverage details, and policy changes.

Skills

Insurance knowledge

Customer service

Communication

Problem-solving

Time management

Microsoft Office

Education

Bachelor’s degree in business

Tools

Microsoft Office

Outlook

Excel

Job description

Achieva Credit Union is seeking a Customer Service Agent in Florida to provide outstanding service to existing and new clients. You will handle inquiries, guide policy changes, and support retention through professional, empathetic interactions both in person and remotely.

The role requires 3+ years in insurance customer service, a business-related degree, and an active Florida insurance license. A hybrid work setup and occasional travel are expected.