Insurance Customer Service & Sales Rep — Growth & Training

The Juris Agency; Spring Hill (FL); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Hands on Training

Career Growth Opportunities

Competitive Compensation

Full Time Position

Mon-Fri Schedule

Job summary

Great Florida Insurance is seeking a motivated, personable, and detail-oriented Customer Service & Sales Representative to join our insurance team. This is a primarily customer service-focused position with sales responsibilities, comfortable helping existing clients, handling day-to-day policy service needs, and identifying opportunities to quote and sell additional coverage.

The position offers a Mon-Fri schedule with hands-on training, career growth opportunities, competitive compensation,

Qualifications

• Experience in customer service and sales is preferred.
• Strong communication and phone etiquette.
• Ability to manage multiple tasks and priorities with attention to detail.

Responsibilities

• Assist customers with policy questions, changes, documents, payments, and general service needs.
• Provide prompt and professional customer service by phone, email, and text
• Process policy changes, cancellations, requests, and other customer service tasks
• Follow up with clients regarding outstanding documents and insurance requirements
• Communicate with insurance carriers and mortgage companies as needed
• Review customer accounts and identify opportunities for additional coverage
• Take inbound sales opportunities and provide quotes when appropriate
• Follow up with prospective customers and existing clients on quotes
• Assist with new business and cross-selling opportunities
• Maintain accurate and organized customer records
• Work closely with agents and the rest of the office team to ensure customers receive consistent service
• Follow established agency procedures and carrier requirements

Skills

Customer service

Communication

Phone sales

Organization

Tools

Agency management systems

Job description

Great Florida Insurance is seeking a motivated, personable, and detail-oriented Customer Service & Sales Representative to join our insurance team. This is a primarily customer service-focused position with sales responsibilities, comfortable helping existing clients, handling day-to-day policy service needs, and identifying opportunities to quote and sell additional coverage.

The position offers a Mon-Fri schedule with hands-on training, career growth opportunities, competitive compensation,