Licensed Insurance CSR: On-Site Client Support Pro

Kaizen Lab Inc.; Saint Augustine (FL); On-site; USD 19,000 - 28,000; Full time

Benefits offered by this job

Health, dental, and vision

401(k)

Life insurance (employer-paid)

Paid time off

Paid holidays

Bereavement leave

Gym membership reimbursement

Referral bonus program

Professional growth

Job summary

Benchmark Insurance Agency in St. Augustine, Florida is seeking a Licensed Customer Service Representative (4-40) to join our growing team.

This on-site role supports clients and agency operations, handling policy changes, renewals, billing, and documentation with accuracy and professionalism. The ideal candidate will hold an active Florida 4-40 license, a high school diploma, and strong communication and organizational skills.

Qualifications

• Active Florida 4-40 Customer Representative License.
• Highschool diploma or equivalent.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Professional demeanor and ability to maintain confidentiality.
• Strong problem-solving skills and ability to work both independently and collaboratively.

Responsibilities

• Provide outstanding customer service to existing and prospective clients.
• Answering and routing phone calls, respond to inquiries, and assist customers with insurance questions.
• Process policy changes and ensure accurate documentation.
• Follow up with carriers to confirm endorsements and policy updates.
• Assist with underwriting, rewrites, re-quotes, reinstatements, and policy cancellations.
• Obtain underwriting information, signatures, applications, and supporting documentation.
• Manage policy renewals and review billing accounts with insureds.
• Process customer payments.
• Update and maintain accurate client records in the agency management system.
• Provide proof of insurance documents (binders, certificates, ID cards, endorsements, declarations pages).
• Document all customer interactions per agency procedures.
• Support general administrative duties, departmental projects, reporting, and office operations.

Skills

Customer service

Communication

Organizational skills

Multitasking

MS Office

Education

High school diploma

Tools

Applied Epic

Job description

Benchmark Insurance Agency in St. Augustine, Florida is seeking a Licensed Customer Service Representative (4-40) to join our growing team.

This on-site role supports clients and agency operations, handling policy changes, renewals, billing, and documentation with accuracy and professionalism. The ideal candidate will hold an active Florida 4-40 license, a high school diploma, and strong communication and organizational skills.