Licensed Insurance Client Advisor — Flexible Schedule

Amy Rossi & Associates; Orlando (FL); In loco; USD 42.000 - 64.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible Schedule

Career Growth Opportunities

Hands on Training

Mon-Fri Schedule

Health Insurance

PTO

Retirement Plan

Tuition Reimbursement

Company Get Togethers

Team building activities

Free Coffee

Descrizione del lavoro

Amy Rossi & Associates in Orlando seeks a Licensed Insurance Customer Service Rep to help clients with policy inquiries, renewals, endorsements, and coverage reviews. The role emphasizes family-like service, ongoing training, and a balanced, friendly workplace.

You will upsell/cross-sell as part of daily duties, while maintaining clear communication and accurate documentation in our internal system. Health benefits and growth opportunities are offered.

Competenze

• Active Florida 2-20, 2044 or 4-40 insurance license required.
• Sales experience is a plus; you MUST be sales minded.
• Upsell and cross-sell to individual insurance needs.
• Strong command of agency management software and Microsoft Office suite.
• Clear and patient communication style, both spoken and written.
• Ability to solve problems independently while maintaining calm demeanor.

Mansioni

• Address client inquiries regarding their current policies with clarity and helpfulness.
• Contact Customers at renewal and review policies and Cross Sell other lines.
• Process policy endorsements, renewals, and billing questions promptly.
• Review customer portfolios to identify potential gaps in coverage and suggest necessary adjustments.
• Document all client interactions accurately within our internal database.
• Support the wider sales team by asking for referrals and selling and writing policies.
• Foster a positive experience for every client who reaches out to our office.

Conoscenze

Sales minded

Communication

Problem solving

Customer service

Agency software

Microsoft Office

Strumenti

Agency management software

Microsoft Office

Descrizione del lavoro

Amy Rossi & Associates in Orlando seeks a Licensed Insurance Customer Service Rep to help clients with policy inquiries, renewals, endorsements, and coverage reviews. The role emphasizes family-like service, ongoing training, and a balanced, friendly workplace.

You will upsell/cross-sell as part of daily duties, while maintaining clear communication and accurate documentation in our internal system. Health benefits and growth opportunities are offered.