Insurance Customer Service Representative (P&C Licensed)

gobravvo; Naples (FL); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Commission opportunities

PTO

Vacation pay

Bonuses

Job summary

gobravvo is seeking an Insurance Customer Service Representative (P&C Licensed) in Florida to support clients, answer policy questions, and identify needs. You will market insurance products, generate leads, and help expand the agency's client base. A strong license and sales/service background are essential.

The role emphasizes excellent communication, multitasking in a fast-paced environment, and contributing to growth within the agency.

Qualifications

• Active Property & Casualty (P&C) license required.
• Previous insurance sales and customer service experience preferred.
• Excellent communication and interpersonal skills.

Responsibilities

• Serve as primary point of contact for clients, answering policy questions and identifying insurance needs.
• Market insurance products, generate leads, and help grow the agency's client base.
• Explain policy details, coverage options, and claims processes to customers.
• Maintain accurate records of client interactions and sales activities.
• Collaborate with leadership to achieve marketing goals and service targets.
• Deliver outstanding customer service and build long-term client relationships.

Skills

P&C license

Customer service

Sales experience

Communication

multitask

Education

High School Diploma

Tools

CRM software

Job description

Insurance Customer Service Representative (P&C Licensed)

Insurance Customer Service Representative (P&C Licensed)

Are you seeking a rewarding career in the insurance industry where you can combine your customer service expertise with your knowledge of property and casualty insurance? Join our dynamic team as an Insurance Customer Service Representative (P&C Licensed) and take the next step in your professional journey. As a valued member of our organization, you will play a crucial role in supporting our clients, building lasting relationships, and contributing to the growth and success of our agency.

As an Insurance Customer Service Representative (P&C Licensed), you will have the opportunity to utilize your sales and insurance experience to assist customers with their insurance needs. Your role will be instrumental in helping clients protect what matters most to them, from personal property to financial security. This is an exciting opportunity for a driven individual who is passionate about delivering exceptional service and achieving results in a thriving insurance agency environment.

Working with us provides a collaborative and supportive setting where your contributions are recognized and your professional development is encouraged.

The Insurance Customer Service Representative (P&C Licensed) position requires a strong commitment to client satisfaction, effective communication skills, and the ability to manage multiple tasks efficiently.

Insurance Customer Service Representative (P&C Licensed) - Summary

In this role, you will serve as the primary point of contact for our clients, assisting with policy questions, identifying insurance needs, and ensuring a smooth customer experience. You will also play a key part in marketing insurance products, generating leads, and helping to expand the agency's client base. Your property and casualty license will enable you to provide expert guidance to customers while adhering to industry standards and regulations.

Duties & Responsibilities

• Develop leads and schedule appointments with prospective and current clients.
• Identify customer needs and recommend appropriate insurance products and services.
• Build new customer relationships and maintain existing accounts through proactive follow-up and support.
• Educate customers about insurance options using a needs-based review process.
• Collaborate with agency leadership to establish and achieve marketing goals.
• Deliver excellent customer service and support to help grow the agency's book of business.
• Communicate effectively with clients via phone and in-person to build trust and rapport.
• Assist clients in understanding policy details, coverage options, and claims processes.
• Maintain accurate records of client interactions, policy changes, and sales activities.

Salary & Benefits

• Competitive base salary with additional commission opportunities based on performance.
• PTO (Paid Time Off) to support work-life balance.
• Vacation pay for eligible employees.
• Opportunities for bonuses and other performance-based incentives.

Qualifications & Requirements

• Active Property & Casualty (P&C) insurance license required.
• Willingness to obtain Life insurance license (preferred but not required upon hire).
• Previous experience in insurance sales and customer service is required.
• Excellent communication and interpersonal skills.
• Strong relationship-building abilities with clients and colleagues.
• Ability to multitask and thrive in a fast-paced environment.
• Demonstrated ability to present insurance products effectively to potential clients.
• Interest in marketing insurance products and services tailored to customer needs.
• Commitment to ongoing learning and professional development in the insurance sector.

Ideal Candidate Snapshot

• Energetic, outgoing, and motivated professional with a strong work ethic.
• Career-oriented individual passionate about helping customers manage everyday risks and plan for the future.
• Confident communicator who enjoys engaging with clients and building trust.
• Team player who thrives in a collaborative, growth-focused agency environment.
• Organized and detail-oriented, with the ability to manage multiple responsibilities efficiently.

Other Relevant Information

• Joining our agency means becoming part of a reputable organization dedicated to customer satisfaction and professional growth.
• The Insurance Customer Service Representative (P&C Licensed) position offers the chance to develop valuable skills and advance your career in the insurance industry.
• Our agency is committed to maintaining an inclusive and welcoming work environment for all employees.

We look forward to learning more about how you can contribute to our team!