Licensed Customer Service Representative (4-40)

CHOICE FINANCIAL GROUP LLC; Saint Augustine (FL); On-site; USD 19,000 - 28,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) retirement plan

Employer-paid group life insurance

Paid time off

Paid holidays

Paid bereavement leave

Gym membership reimbursement

Employee referral bonus program

Professional growth within a respected

Job summary

Benchmark Insurance Agency in St. Augustine, FL is seeking a Licensed Customer Service Representative (4-40) for a full-time, on-site position.

You will handle policy servicing, renewals, inquiries, and agency operations while building long-term client relationships. The role blends administrative tasks with direct customer service and requires strong communication and organizational skills.

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.

Responsibilities

• Provide outstanding customer service to existing and prospective clients.
• Answer and route phone calls, respond to inquiries, and assist with insurance 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 documentation.
• Manage policy renewals and review billing accounts.
• Process customer payments and maintain client records in the agency system.
• Provide proof of insurance documents (binders, certificates, IDs, endorsements).
• Document interactions per agency procedures.

Skills

Customer service

Communication

MS Office

Organizational skills

Multitasking

Confidentiality

Problem solving

Education

Florida 4-40 License

High school diploma

Tools

Applied Epic

Job description

LicensedInsurance Customer Service Representative (4-40)

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

Starting at$17/hour + Benefits

BenchmarkInsurance Agency is seeking a licensed insurance professional to support policyservicing, renewals, customer inquiries, and agency operations while buildinglong-term client relationships.

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 faste‑p 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:

• 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.

What You Bring

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