Insurance Customer Service Agent

Suncoast Credit Union; Tampa (FL); Remote; USD 38,000 - 54,000; Full time

Job summary

A leading financial institution is seeking a Customer Service Agent to provide exceptional service to members regarding insurance policies. The ideal candidate will have strong communication skills, a detail-oriented approach, and the ability to manage tasks effectively. This full-time remote position requires a high school diploma and relevant experience. Join a supportive team that values community involvement and employee growth.

Benefits

Bonus Program up to 9%

401K Matching up to 8%

Medical Coverage

Dental and Vision Coverage

11 Paid Holidays

3 weeks of Paid Time Off

Paid Volunteer Hours

Degree Assistance up to $5,000 per year

Qualifications

• 2+ years of customer service experience preferably in the insurance industry.
• Florida 20-44 Property & Casualty Personal Lines Agent License required within 6 months of hire date.

Responsibilities

• Perform annual reviews of existing insurance policies to conserve the business.
• Assist members with new insurance policy applications.
• Identify the insurance needs of the members and resolve problems.

Skills

Communication

Task Management

Detail-oriented

Education

High school diploma or equivalent

Job description

Overview

Compensation: $38,000 - $54,000 based on experience and credentials

Location Type: Remote opportunity, candidate must reside in Florida

Position Type: Full Time

Schedule: Monday through Friday 8:30 AM – 5:30 PM

The Customer Service Agent provides service to Suncoast Credit Union members for the Members Insurance Center. This individual reviews personal line insurance policies to recommend coverage and resolve problems. Key responsibilities include quoting and writing new or renewal policies. An ideal candidate upholds the highest level of business ethics.

Responsibilities

• Perform annual reviews of existing insurance policies to conserve the business
• Offer replacement quotes or recommend policy changes on existing policies
• Meet or exceed individual sales goals established by management
• Identify the insurance needs of the members and resolve problems by recommending coverage or additional product lines
• Assist members with new insurance policy applications
• Correspond with insurance companies and the insured individuals regarding billing, endorsements, and claims for new or existing policies
• Assist the agency by looking for opportunities to cross-sell
• Interpret policy language for insured individuals and lenders
• Manage the Agency Management System database
• Print, file, and image company download documents
• Maintain agency & insurance company manuals
• Implement the agency’s policy, procedure, and underwriting guidelines to minimize errors and omissions
• Ensure the confidentiality of all information or transactions between the credit union, agency, members, and employees
• Maintain individual book of business within the Agency Management System, regularly updating notes to include every contact
• Attend training classes to increase professional knowledge

Qualifications

• High school diploma or equivalent
• 2+ years of customer service experience preferably in the insurance industry
• Florida 20-44 Property & Casualty Personal Lines Agent License required within 6 months of hire date
• Must maintain continuing education requirements for license
• Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
• Effective written, verbal, and interpersonal communication skills to interact with members, staff, vendors, and government regulators
• Ability to comprehensively communicate facts, policies, and practices
• Accurate, detail-oriented, and organized with task management

Benefits

• Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/