Licensed Insurance CSR (4-40) — Customer Advocate

GreatFlorida Insurance of Delray Beach; Boca Raton (FL); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Bonus opportunities

Benefits after 90 days

Growth opportunities

Supportive team environment

Delray Beach, Florida location

Long-term career

Job summary

Great Florida Insurance of Delray Beach is seeking a Florida 4-40 Licensed Customer Representative to join our growing team in Delray Beach, FL. If you enjoy helping customers, solving problems, and building lasting relationships, we'd love to hear from you.

You will provide exceptional service to policyholders, handle policy changes, payments, and other service requests, and work with our team to ensure a smooth customer experience.

Qualifications

• Florida 4-40 license or equivalent is required.
• Experience in an insurance agency is preferred.
• Strong communication and customer service skills.
• Professional, positive, and dependable attitude.
• Excellent attention to detail and organization.
• Ability to work independently and as part of a team.

Responsibilities

• Provide exceptional customer service and support to policyholders.
• Answer insurance questions and assist with policy needs.
• Process policy changes, payments, certificates, and other service requests.
• Communicate with customers by phone, email, and in person.
• Build and maintain strong client relationships.
• Identify opportunities to assist clients with additional insurance needs.
• Maintain accurate customer and policy information within our agency management system.

Skills

Insurance agency experience

Excellent communication

Customer service

Attention to detail

Teamwork

Independent work

Tools

EZLynx

Job description

Great Florida Insurance of Delray Beach is seeking a Florida 4-40 Licensed Customer Representative to join our growing team in Delray Beach, FL. If you enjoy helping customers, solving problems, and building lasting relationships, we'd love to hear from you.

You will provide exceptional service to policyholders, handle policy changes, payments, and other service requests, and work with our team to ensure a smooth customer experience.