Licensed Insurance CSR | Personal Lines Specialist

Allstate Coast to Coast Insurance Group of Florida

United States

On-site

USD 45,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Competitive salary
Paid holidays
Paid time off
Ongoing training and development
Growth opportunities within the agency
Supportive team environment

Job summary

Coast to Coast Insurance Group of Florida in Melbourne, FL seeks an experienced Customer Service Representative to service personal lines, process policy updates, and assist clients with billing and coverage questions. You will deliver high-quality service via phone, email, and text, maintain accurate records, support retention and renewals, and collaborate with carriers.

A professional, customer-focused attitude and strong organizational skills are essential.

Qualifications

  • Active Florida 4-40, 20-44, or 2-20 license required
  • Minimum 1-2 years of insurance customer service experience required
  • Experience servicing personal lines insurance policies
  • Strong communication and organizational skills
  • Ability to multitask in a fast-paced environment
  • Professional and customer-focused attitude

Responsibilities

  • Assist customers with policy changes, endorsements, billing inquiries, and coverage questions
  • Process policy updates and maintain accurate records
  • Conduct policy reviews and identify customer needs
  • Support retention and renewal efforts
  • Communicate with insurance carriers on behalf of clients
  • Deliver exceptional customer service via phone, email, and text
  • Assist with cross-selling opportunities when appropriate

Skills

Active Florida 4-40 license
Insurance customer service
Personal lines Insurance

Job description

Coast to Coast Insurance Group of Florida in Melbourne, FL seeks an experienced Customer Service Representative to service personal lines, process policy updates, and assist clients with billing and coverage questions. You will deliver high-quality service via phone, email, and text, maintain accurate records, support retention and renewals, and collaborate with carriers.

A professional, customer-focused attitude and strong organizational skills are essential.

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