Insurance Client Advocate - Customer Service Specialist

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

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.