Licensed Insurance CSR – Client Care & Growth

CHOICE FINANCIAL GROUP LLC; Jensen Beach (FL); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Competitive salary

Medical coverage

Dental coverage

Vision coverage

401(k)

Group life insurance

Paid time off

Gym reimbursement

Referral bonus

Supportive team

Career growth

Community reputation

Job summary

Jensen Beach Insurance in Jensen Beach, FL is seeking a customer-focused and detail-oriented 4-40 Licensed CSR to join our team. The ideal candidate will have at least one year of insurance experience in an independent agency and a passion for helping clients protect what matters most.

You will serve as a trusted resource for clients, delivering exceptional service, supporting their insurance needs, and building long-term relationships in a fast-paced environment.

Qualifications

• Active Florida 4-40 Customer Representative License.
• Minimum 1 year of insurance agency experience.
• Strong communication and customer service skills.
• Proficiency with agency management systems and Microsoft Office.
• Excellent organizational and multitasking abilities.

Responsibilities

• Service existing accounts and respond to client inquiries.
• Process endorsements, renewals, cancellations, and policy changes.
• Review coverage options and provide recommendations based on client needs.
• Follow up on quote opportunities and agency leads.
• Cross-sell and round out accounts when appropriate.
• Maintain accurate client records and documentation.
• Work with multiple insurance carriers to secure competitive coverage options.
• Deliver outstanding customer service while building long-term client relationships.

Skills

Communication

Customer service

Organizational skills

Multitasking

Attention to detail

Education

Florida 4-40 license

Tools

Applied Epic

Microsoft Office

Job description

Jensen Beach Insurance in Jensen Beach, FL is seeking a customer-focused and detail-oriented 4-40 Licensed CSR to join our team. The ideal candidate will have at least one year of insurance experience in an independent agency and a passion for helping clients protect what matters most.

You will serve as a trusted resource for clients, delivering exceptional service, supporting their insurance needs, and building long-term relationships in a fast-paced environment.