Licensed 4-40 Customer Service Representative (CSR)

Lane Insurance Group; Estero (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Concierge doctor service

Simple IRA matching

Job summary

Lane Insurance Group is hiring a detail-oriented Customer Service Representative (CSR) and licensed agent for our Estero, FL office. You will be the first point of contact for policyholders, handling inquiries, quotes, and policy maintenance with accuracy and timeliness.

The role emphasizes effective communication, organized workflows, and multi-tasking in a fast-paced independent agency environment. Compensation is discussed during interview; benefits include PTO, concierge medical service, and

Qualifications

• Active Florida 4-40 (Customer Representative) license required.
• Experience in an independent insurance agency preferred.
• Excellent verbal and written communication skills.
• Proficiency with agency software, e-signature tools, and digital workflows.

Responsibilities

• Answer client inquiries via phone and mail; manage communications.
• Gather intake details for new policy quotes and renewals.
• Request wind mitigation and 4-point inspection documents for underwriting.
• Process policy changes, mortgage updates and cancellations.
• Review faxes and route documents for electronic signatures.
• Send renewal and payment reminders to maintain coverage.

Skills

Communication skills

Organizational skills

Multitasking

Customer service

Tools

Agency management software

E-signature platforms

Digital document workflows

Job description

Customer Service Representative (CSR) – Licensed Insurance Agent

Position Type: Full-Time (In-Office)

Schedule: Monday – Friday, 8:30 AM – 5:00 PM

Location: Estero, FL

About the Role

Lane Insurance Group is looking for a detail-oriented, client-focused Customer Service Representative (CSR) to join our growing independent insurance agency in Estero, FL. As a key member of our team, you will serve as the first line of contact for our policyholders, helping deliver exceptional service, maintain account accuracy, and support daily agency operations.

Key Responsibilities

• Client Communications: Answer incoming phone calls, assist clients with phone payments, and address account inquiries.
• Intake & Quoting Support: Gather detailed intake information from prospective and existing clients for new policy quoting.
• Property Inspections: Request and track wind mitigation reports and 4-point inspection documents needed for underwriting.
• Policy Maintenance: Process mortgage updates, address changes, and policy cancellation requests.
• Document Management: Review and process daily incoming faxes and send applications out for electronic signatures.
• Client Retention: Issue timely renewal reminders and payment reminders to ensure continuous coverage.
• Administrative Operations: Manage returned mail and handle other administrative duties as assigned to support the team.

Qualifications & Requirements

• Licensing: Active State of Florida 4-40 (Customer Representative) License required.
• Experience: Prior experience working in an independent insurance agency is preferred.
• Skills: Excellent verbal and written communication skills, strong organizational abilities, and comfort multi-tasking in a fast-paced setting.
• Tech-Savvy: Proficiency with agency management software, e-signature platforms, and digital document workflows.

Compensation & Agency Benefits

• Salary: Competitive starting pay discussed during the interview, based on experience and qualifications.
• Paid Time Off: Paid holidays.
• Health & Wellness: Concierge doctor service included.
• Retirement: Up to 3% matching Simple IRA available after 1 year of employment.