Licensed Insurance CSR - Client Care & Policy Support

Lane Insurance Group; Estero (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid time off

Concierge doctor service

Simple IRA matching

Job summary

Lane Insurance Group is hiring a detail-oriented Customer Service Representative (CSR) and licensed agent for our Estero, FL office. You will be the first point of contact for policyholders, handling inquiries, quotes, and policy maintenance with accuracy and timeliness.

The role emphasizes effective communication, organized workflows, and multi-tasking in a fast-paced independent agency environment. Compensation is discussed during interview; benefits include PTO, concierge medical service, and

Qualifications

• Active Florida 4-40 (Customer Representative) license required.
• Experience in an independent insurance agency preferred.
• Excellent verbal and written communication skills.
• Proficiency with agency software, e-signature tools, and digital workflows.

Responsibilities

• Answer client inquiries via phone and mail; manage communications.
• Gather intake details for new policy quotes and renewals.
• Request wind mitigation and 4-point inspection documents for underwriting.
• Process policy changes, mortgage updates and cancellations.
• Review faxes and route documents for electronic signatures.
• Send renewal and payment reminders to maintain coverage.

Skills

Communication skills

Organizational skills

Multitasking

Customer service

Tools

Agency management software

E-signature platforms

Digital document workflows

Job description

Lane Insurance Group is hiring a detail-oriented Customer Service Representative (CSR) and licensed agent for our Estero, FL office. You will be the first point of contact for policyholders, handling inquiries, quotes, and policy maintenance with accuracy and timeliness.

The role emphasizes effective communication, organized workflows, and multi-tasking in a fast-paced independent agency environment. Compensation is discussed during interview; benefits include PTO, concierge medical service, and