Licensed Insurance Customer Service Hybrid Part Time

M. Priestman Desjardins Ins Grp LLC; Miami (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Flexible Schedule

Hands on Training

Career Growth Opportunities

Monthly Bonus Opportunities

Community Involvement

Family Focused

Team Building Events

Weekly Team Meeting

Work Equipment Providedd

Job summary

M. Priestman Desjardins Ins Grp LLC in North Miami Beach, FL seeks a friendly insurance service professional to help policyholders with coverage and billing inquiries. You will be the first contact, handling policy changes, renewals, and endorsements with care.

Join a team that values warm communication, accuracy, and proactive problem-solving, with training and growth opportunities in a supportive community. A Florida license and agency experience are required.

Qualifications

• Active Florida 2-20 or 20-44 insurance license.
• Minimum two years of experience in an insurance agency.
• Experience with agency management systems (Applied Epic or similar).
• Clear, friendly verbal communication for phone and email.
• Detail-oriented review of policy documents and endorsements.

Responsibilities

• Serve as primary contact for policyholders with warmth and clarity.
• Process policy changes, renewals, and endorsements accurately.
• Review carrier correspondence to keep client files up to date.
• Identify coverage gaps and advise clients accordingly.
• Collaborate with sales to transition new business to service model.
• Document all client interactions in the system.

Skills

Customer service

Verbal communication

Attention to detail

Tools

Applied Epic

Job description

Job Description

At M. Priestman Desjardins Ins Grp LLC, we believe that insurance is truly about people, not just policies. Based in the vibrant area of North Miami Beach, Florida, our firm has built a reputation for treating every client like family. We are looking for someone special to join our service team a person who finds genuine joy in helping others solve problems and navigate the complexities of their insurance needs. When you join our group, you are not just an employee; you are a vital part of a welcoming environment where your voice matters and your hard work is appreciated every single day. We prioritize building lasting trust with our clients, and we need your kindness, patience, and expertise to continue this legacy. If you appreciate a workplace that values connection and personal growth, we invite you to help us make a difference for the community we serve.

Benefits

• Flexible Schedule
• Hands on Training
• Career Growth Opportunities
• Monthly Bonus Opportunities
• Community Involvement
• Family Focused
• Team Building Events
• Weekly Team Meeting
• Work Equipment Providedd

Responsibilities

Serve as the primary point of contact for our policyholders, answering questions about coverage and billing with warmth and clarity.

Process policy changes, renewals, and endorsements accurately and efficiently.

Review incoming carrier correspondence to ensure our client files are always up to date and correct.

Proactively assist clients in identifying gaps in their current coverage to ensure they are properly protected.

Collaborate with our sales team to transition new business into our service model smoothly.

Document all client interactions in the system to maintain a seamless history of service.

Requirements

Active Florida 2-20 or 20-44 insurance license.

Minimum of two years experience in an insurance agency.

Strong command of agency management systems like Applied Epic or similar platforms.

Clear and friendly verbal communication skills for phone and email interactions.

Ability to navigate multiple software applications simultaneously while assisting clients.

Detail-oriented approach to reviewing policy documents and endorsements.