Licensed Customer Service Representative (4-40)

Choice Financial Group; Saint Augustine (FL); Presencial; USD 19.000 - 28.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision insurance

401(k) retirement plan

Employer-paid life insurance

Paid time off

Paid holidays

Paid bereavement leave

Gym membership reimbursement

Employee referral bonus program

Descripción de la vacante

Benchmark Insurance Agency in St. Augustine, FL is seeking a Licensed Insurance Customer Service Representative to support policy servicing, renewals, and client inquiries in a fast-paced, on-site setting.

You will handle policy changes, billing reviews, and documentation, obtain underwriting information, and maintain accurate client records while delivering exceptional service and building lasting client relationships.

Formación

• Active Florida 4-40 License required.
• High school diploma or equivalent.
• Excellent customer service and communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsabilidades

• Provide outstanding customer service to existing and prospective clients.
• Handle calls, inquiries, and insurance questions.
• Process policy changes and document accurately.
• Assist with renewals, underwriting support, and policy updates.
• Maintain client records in the agency system.
• Process customer payments.
• Provide proof of insurance documents.
• Document customer interactions per agency procedures.
• Support admin duties and reporting.

Conocimientos

Customer service

Communication

Organizational skills

Multi-tasking

MS Office

Confidentiality

Problem solving

Independent work

Educación

High school diploma or equivalent

Herramientas

Applied Epic

Descripción del empleo

Licensed Insurance Customer Service Representative (4-40)

Full-Time | On-Site | St. Augustine, FL

Starting at $17/hour + Benefits

Benchmark Insurance Agency is seeking a licensed insurance professional to support policy servicing, renewals, customer inquiries, and agency operations while building long-term client relationships.

At Benchmark Insurance Agency, we are committed to delivering exceptional service and building lasting relationships with our clients. This role is ideal for an insurance professional who thrives in a fast-paced agency environment and enjoys both administrative and client-facing responsibilities.

What You'll Do

• Providing outstanding customer service to existing and prospective clients.
• Answering and routing phone calls, responding to inquiries, and assisting customers with insurance-related questions.
• Processing policy change requests and ensuring accurate documentation.
• Following up with carriers to confirm endorsements and policy updates.
• Assisting with underwriting, rewrites, re-quotes, reinstatements, and policy cancellations.
• Obtaining required underwriting information, signatures, applications, and supporting documentation.
• Managing policy renewals and reviewing billing accounts with insureds.
• Processing customer payments.
• Updating and maintaining accurate client records within the agency management system.
• Providing proof of insurance documents, including binders, certificates, ID cards, endorsements, declarations pages, and evidence of property forms.
• Documenting all customer interactions in accordance with agency procedures.
• Supporting general administrative duties, departmental projects, reporting, and office operations.

Required Qualifications

• Active Florida 4-40 Customer Representative License.
• 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 Microsoft Office Suite, including Word, Excel, and Outlook.
• Professional demeanor and ability to maintain confidentiality.
• Strong problem-solving skills and ability to work both independently and collaboratively.

Preferred Qualifications

• Previous insurance agency experience.
• 2+ years of administrative, office support, or customer service experience.
• Experience with Applied Epic or other agency management systems.
• Knowledge of personal lines insurance servicing and policy administration.

Compensation & Benefits

• $17.00 per hour
• Full-time position (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
• Opportunity to work with a knowledgeable and supportive team
• Professional growth 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?

• Established and respected independent insurance agency
• Collaborative, client-focused culture
• Opportunity to expand your insurance knowledge and career
• Meaningful role supporting clients, team members, and agency success