Licensed Client Care Specialist

Tampabay Insurance Partners an Allstate Agency; Lutz (FL); Vor Ort; USD 34.000 - 52.000; Vollzeit

Benefits dieser Stelle

Hands-on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Paid Time Off (PTO)

Flexible Schedule

Licensing Assistance

Mentorship with Established Agent

Zusammenfassung

Tampabay Insurance Partners in Lutz, FL is seeking a warm, organized Licensed Customer Service Professional to help clients navigate policies and protect their futures. This role focuses on accuracy, care, and building trust within the local community.

You will collaborate with our sales team, review clients’ coverage, and maintain up-to-date records while enjoying a supportive environment that values your contributions.

Qualifikationen

• Experience in a customer-facing role is preferred.
• Clear, professional communication in verbal and written form.
• Strong attention to detail and accuracy in data handling.
• Ability to build rapport with diverse clients.

Aufgaben

• Serve as the primary contact for policyholders, addressing questions with care.
• Review client policy portfolios to ensure appropriate protections.
• Process payments, policy changes, and endorsements accurately.
• Identify coverage gaps and suggest additional products for peace of mind.
• Collaborate with sales to ensure a seamless policy maintenance experience.
• Maintain accurate client records in the agency database.

Jobbeschreibung

Tampabay Insurance Partners in Lutz, FL is seeking a warm, organized Licensed Customer Service Professional to help clients navigate policies and protect their futures. This role focuses on accuracy, care, and building trust within the local community.

You will collaborate with our sales team, review clients’ coverage, and maintain up-to-date records while enjoying a supportive environment that values your contributions.