Insurance Customer Service Representative

FrankCrum; Clearwater (FL); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Dental and Vision Insurance

401(k) matching

Paid time off

Job summary

FrankCrum Insurance Agency in Clearwater, FL, is hiring a full-time Customer Service Representative. You will support Agency Leadership, Account Executives, and Account Managers by processing policy transactions, maintaining client records, and responding to inquiries to ensure satisfaction and retention.

The role requires at least a high school diploma, 1 year of related experience, and a Florida 4-40 license, with proficiency in Microsoft Office.

Qualifications

• High school education or equivalent.
• One (1) year of commercial insurance, customer service, or administrative support experience preferred.
• Florida 4-40 Customer Representative License required.
• Proficiency with Microsoft Office Suite required.

Responsibilities

• Provide exceptional customer service by responding promptly and professionally to client inquiries regarding commercial insurance products, policies, and service requests.
• Process policy transactions including endorsements, certificates of insurance, binders, policy changes, cancellations, contract reviews, and other servicing activities.
• Assist with renewal preparation by gathering information, preparing documentation, and supporting the renewal process through policy binding.
• Prequalify requests for insurance quotes by collecting required information and coordinating submissions with Account Executives, Account Managers and agency team.
• Maintain accurate client records, policy documentation, and agency management system information to support efficient agency operations.
• Provide administrative support to Account Executives, Account Managers and Agency Leadership by preparing correspondence, processing documentation, scheduling meetings, and coordinating client communications.
• Collaborate with carriers, underwriters, and internal departments to obtain information, resolve service issues, and ensure timely completion of client requests.
• Participate in client meetings, training, and professional development activities as requested.
• Comply with agency policies, procedures, timekeeping requirements, and applicable regulatory standards while maintaining confidentiality of client information.

Skills

Microsoft Office Suite

Education

High school diploma or equivalent

Job description

FrankCrum is a Top Workplace!

The FrankCrum Insurance Agency (FCIA) is a local family-owned commercial insurance agency with a diverse client base throughout the US.We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs.Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success.

The Role You’ll Play to Create Success

We are excited to announce a full-time Customer Service Representative position filled with many exciting opportunities! In this role, you will contribute to the mission of FrankCrum by delivering exceptional day-to-day service and administrative support for commercial insurance clients. The role supports Agency Leadership, Account Executives, and Account Managers by processing policy transactions, maintaining accurate client records, responding to client inquiries, and ensuring timely, accurate execution of service activities that contribute to client satisfaction and retention.

1. Provide exceptional customer service by responding promptly and professionally to client inquiries regarding commercial insurance products, policies, and service requests.
2. Process policy transactions including endorsements, certificates of insurance, binders, policy changes, cancellations, contract reviews, and other servicing activities.
3. Assist with renewal preparation by gathering information, preparing documentation, and supporting the renewal process through policy binding.
4. Prequalify requests for insurance quotes by collecting required information and coordinating submissions with Account Executives, Account Managers and agency team.
5. Maintain accurate client records, policy documentation, and agency management system information to support efficient agency operations.
6. Provide administrative support to Account Executives, Account Managers and Agency Leadership by preparing correspondence, processing documentation, scheduling meetings, and coordinating client communications.
7. Collaborate with carriers, underwriters, and internal departments to obtain information, resolve service issues, and ensure timely completion of client requests.
8. Participate in client meetings, training, and professional development activities as requested.
9. Comply with agency policies, procedures, timekeeping requirements, and applicable regulatory standards while maintaining confidentiality of client information.

The Attributes We Seek

1. High school education or equivalent.
2. One (1) year of commercial insurance, customer service, or administrative support experience preferred.
3. Florida 4-40 Customer Representative License required.
4. Proficiency with Microsoft Office Suite required.

Our Competitive Benefits

Along with this great opportunity, FrankCrum also provides exceptional benefits from top carriers including:

• Health Insurance is zero dollarpaycheck cost for employee's coverage and only $295a month for family!
• Dental and Vision Insurance
• Short Term Disability and Term Life Insurance at no cost to the employee
• Long Term Disability and Voluntary Term Life Insurance
• Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
• 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
• Employee Assistance Program at no cost to the employee
• Flexible Spending Accounts for Medical and Dependent Care Reimbursement
• Health Savings Account funded by FrankCrum
• Paid time off and holiday pay
• Education reimbursement up to five thousand two hundredfifty dollarstax free per calendar year
• PTO cash out
• Tickets at Work
• Access to the Corporate America Family Credit Union
• Employee and client referral bonus programs
• Paid volunteer time
• Disaster Relief Fund for employees

What’s Special About FrankCrum

FrankCrum, a family-owned business-to-business entity since 1981 is made of several companies: FrankCrum Corporate (a professional employer organization), FrankCrum Staffing, Frank Winston Crum Insurance Company, and the FrankCrum Insurance Agency - all based in Clearwater, Florida. This "family of employer solutions"employs approximately 500 people who serveover 4,000 clients throughout the United States. FrankCrum employees are trained to deliver high value through exceptional customer service and treat clients and coworkers like family. By living by our Brand Pillars of Integrity, Affinity, and Prosperity, employees are recognized at quarterly events for exceptional customer service and milestones in tenure.

The FrankCrum headquarters spans 14 acres and includes a cafe, subsidized for employees. Menus include made-to-order breakfast, hot lunch options and even dinners that can be ordered to-go, all at very affordable prices. The cafe also plays host to monthly birthday and anniversary celebrations, eating and costume contests, and yearly holiday parties. Through the input of its own employees, The Tampa Bay Times has recognized FrankCrum as a Top Place to Work for more than 10 years in a row! FrankCrum also supports several community efforts through Trinity Cafe, the Homeless Empowerment Program, and Clearwater Free Clinic!

FrankCrum is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.