Licensed Insurance CSR: Client Care & Policy Support

Choice Financial Group; Saint Augustine (FL); In loco; USD 19.000 - 28.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, and vision insurance

401(k) retirement plan

Employer-paid life insurance

Paid time off

Paid holidays

Paid bereavement leave

Gym membership reimbursement

Employee referral bonus program

Descrizione del lavoro

Benchmark Insurance Agency in St. Augustine, FL is seeking a Licensed Insurance Customer Service Representative to support policy servicing, renewals, and client inquiries in a fast-paced, on-site setting.

You will handle policy changes, billing reviews, and documentation, obtain underwriting information, and maintain accurate client records while delivering exceptional service and building lasting client relationships.

Competenze

• Active Florida 4-40 License required.
• High school diploma or equivalent.
• Excellent customer service and communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Mansioni

• Provide outstanding customer service to existing and prospective clients.
• Handle calls, inquiries, and insurance questions.
• Process policy changes and document accurately.
• Assist with renewals, underwriting support, and policy updates.
• Maintain client records in the agency system.
• Process customer payments.
• Provide proof of insurance documents.
• Document customer interactions per agency procedures.
• Support admin duties and reporting.

Conoscenze

Customer service

Communication

Organizational skills

Multi-tasking

MS Office

Confidentiality

Problem solving

Independent work

Formazione

High school diploma or equivalent

Strumenti

Applied Epic

Descrizione del lavoro

Benchmark Insurance Agency in St. Augustine, FL is seeking a Licensed Insurance Customer Service Representative to support policy servicing, renewals, and client inquiries in a fast-paced, on-site setting.

You will handle policy changes, billing reviews, and documentation, obtain underwriting information, and maintain accurate client records while delivering exceptional service and building lasting client relationships.