Licensed Customer Service Representative (4-40)

CHOICE FINANCIAL GROUP LLC; Saint Augustine (FL); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid time off

Paid holidays

Bereavement leave

Gym membership reimbursement

Referral bonus

Job summary

Benchmark Insurance Agency in St. Augustine, FL is seeking a Licensed Customer Service Representative (4-40) to join our busy, on-site team.

You will handle client inquiries, process policy changes, renewals, and billing, while maintaining accurate records and supporting underwriting activities. The ideal candidate holds an active Florida 4-40 license, strong communication, and excellent organizational skills.

Qualifications

• Active Florida 4-40 license required.
• High school diploma or equivalent.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Word, Excel, and Outlook.
• Professional demeanor and confidentiality.
• Ability to work independently and collaboratively.

Responsibilities

• Provide outstanding service to existing and prospective clients.
• Answer and route phone calls, respond to inquiries, and assist with questions.
• Process policy changes and ensure accurate documentation.
• Follow up with carriers for endorsements and policy updates.
• Assist with underwriting, rewrites, re-quotes, reinstatements, and cancellations.
• Obtain underwriting information, signatures, applications, and supporting docs.
• Manage policy renewals and review billing accounts.
• Process customer payments and maintain client records.
• Provide proof of insurance documents as needed.
• Document all interactions in agency systems and support admin tasks.

Skills

Florida 4-40 License

Customer service

Communication

Organizational skills

Multitasking

Education

High School Diploma or equivalent

Tools

Microsoft Office

Applied Epic

Job description

Benchmark Insurance Agency
St. Augustine, FL | Full-Time | On-Site

Benchmark Insurance Agency is seeking a Licensed CustomerService Representative (4-40) to join our growing team in St. Augustine,Florida. If you are detail-oriented, customer-focused, and enjoy helpingclients navigate their insurance needs, we'd love to hear from you.

At Benchmark Insurance Agency, we are committed todelivering exceptional service and building lasting relationships with ourclients. This role is ideal for an insurance professional who thrives in a afast-paced agency environment and enjoys both administrative and client-facingresponsibilities.

What You'll Do

As a Licensed Customer Service Representative, you will play a key role in supporting both our clients and agency operations by:

• Providingoutstanding customer service to existing and prospective clients.
• Answeringand routing phone calls, responding to inquiries, and assisting customerswith insurance-related questions.
• Processingpolicy change requests and ensuring accurate documentation.
• Followingup with carriers to confirm endorsements and policy updates.
• Assistingwith underwriting, rewrites, re-quotes, reinstatements, and policycancellations.
• Obtainingrequired underwriting information, signatures, applications, andsupporting documentation.
• Managingpolicy renewals and reviewing billing accounts with insureds.
• Processingcustomer payments.
• Updatingand maintaining accurate client records within the agency managementsystem.
• Providingproof of insurance documents, including binders, certificates, ID cards,endorsements, declarations pages, and evidence of property forms.
• Documentingall customer interactions in accordance with agency procedures.
• Supportinggeneral administrative duties, departmental projects, reporting, andoffice operations.

What You'll Bring

Required Qualifications

• Active Florida 4-40 Customer Representative License.
• Highschool diploma or equivalent.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Professionaldemeanor and ability to maintain confidentiality.
• Strong problem-solving skills and ability to work both independently andcollaboratively.

Preferred Qualifications

• Previousinsurance agency experience.
• 2+years of administrative, office support, or customer service experience.
• Experiencewith Applied Epic or other agency management systems.
• Knowledgeof personal lines insurance servicing and policy administration.

Compensation & Benefits

• $17.00per hour
• Full-timeposition (40+ hours per week)
• Employee health, dental, and vision
• 401(k) retirement plan
• Employer-paid group life insurance
• Paid time off
• Paid holidays
• Paid bereavement leave
• Gym membership reimbursement
• Employee referral bonus program
• Opportunityto work with a knowledgeable and supportive team
• Professionalgrowth within a respected insurance agency

Location

Benchmark Insurance Agency
270-1 Land Grant Street
St. Augustine, FL 32092

This is an on-site position.

Why Join Benchmark Insurance Agency?

• Establishedand respected independent insurance agency
• Collaborative,client-focused culture
• Opportunityto expand your insurance knowledge and career
• Meaningfulrole supporting clients, team members, and agency success