Insurance Client Care Specialist

Giselle Camilo Insurance & Financial Services; Florida; On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Evenings Off

Weekends Off

Paid Time Off (PTO)

Hands on Training

Free Coffee

Professional Work Environment

Team Meetings

Work-Life Balance

Job summary

Giselle Camilo Insurance & Financial Services in Palm Beach Gardens, FL is hiring an Insurance Customer Service Specialist. You will greet clients, answer policy questions, process endorsements, renewals, and billing inquiries with a focus on trust and peace of mind.

The role emphasizes clear communication, attention to detail, and collaboration with sales to keep client records accurate while helping clients understand their coverage options.

Qualifications

• Active Florida 4-40 Insurance License (Florida) is required.
• Clear and patient communication style, both over the phone and via email.
• Strong attention to detail when reviewing policy documents and data entry.

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

License: Florida 4-40

Communication skills

Office software

Client relations

Tools

Agency management software

Microsoft Office Suite

Job description

Giselle Camilo Insurance & Financial Services in Palm Beach Gardens, FL is hiring an Insurance Customer Service Specialist. You will greet clients, answer policy questions, process endorsements, renewals, and billing inquiries with a focus on trust and peace of mind.

The role emphasizes clear communication, attention to detail, and collaboration with sales to keep client records accurate while helping clients understand their coverage options.