Personal Lines Insurance Customer Service Rep

Stewart & Sons Insurance,Inc.; Fort Myers (FL); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Dental Insurance

Mon-Fri Schedule

Holidays Off

Paid Holidays

Continuing Education

Paid Sick Leave

Personal Workspace

Job summary

Stewart & Sons Insurance, Inc. in Fort Myers, FL is seeking an experienced Personal Lines Insurance Customer Service Representative to serve clients, process policy changes, coverages reviews, and claims reporting.

This role offers growth within a family-owned agency that values teamwork and long-term careers. You will provide personalized service, expand knowledge of advanced lines, and help cross-sell products.

Qualifications

• Active Florida 220 or 440 license required.
• Experience with Applied Epic system.
• Prior Personal Lines insurance experience.
• Strong customer service and relationship-building skills.
• Compassionate and client-focused approach.
• Excellent verbal and written communication skills.
• Attention to detail and accuracy.

Responsibilities

• Assist clients with policy changes and account servicing requests.
• Conduct policy reviews and answer coverage questions.
• Take and report insurance claims.
• Cross-sell additional insurance products and coverage options.
• Build and maintain strong client relationships.
• Provide prompt, professional, and compassionate customer service.

Skills

Customer service

Relationship building

Communication skills

Attention to detail

Empathy

Cross-sell insurance

Education

Active Florida 220 or 440 license

Tools

Applied Epic system

Job description

Job Description

For more than 50 years, Stewart & Sons Insurance has been a trusted, family-owned agency serving the Southwest Florida community. Our reputation has been built on strong client relationships, exceptional service, and a commitment to helping people. What truly sets our agency apart is our culture. We believe in teamwork, friendship, and supporting one another both professionally and personally. Many of our employees have been with us for more than 20 years, creating a stable environment where people enjoy coming to work and building lasting careers. We are committed to helping our team members continue their education, expand their insurance knowledge, and grow within the industry.

We are seeking an experienced Personal Lines Insurance Customer Service Representative to join our team. In this role, you will serve as a trusted resource for our clients, assisting with policy changes, coverage reviews, claims reporting, and account servicing. This position is ideal for someone who enjoys helping others and providing personalized support. You'll have the opportunity to expand your insurance knowledge, develop expertise in more advanced lines of coverage, and build a long-term career with a respected agency that values its employees.

• Base salary of $60,000-$65,000 based on experience
• Dental insurance
• Monday-Friday schedule with no evenings or weekends
• Paid holidays & paid sick leave
• Long-term career growth potential

If you're looking for a rewarding career with a stable agency that values teamwork, professional growth, and exceptional customer service.

Benefits

• Dental Insurance
• Mon-Fri Schedule
• Holidays Off
• Paid Holidays
• Continuing Education Opportunities
• Paid Sick Leave
• Personal Workspace

Responsibilities

• Assist clients with policy changes and account servicing requests
• Conduct policy reviews and answer coverage questions
• Take and report insurance claims
• Cross-sell additional insurance products and coverage options
• Build and maintain strong client relationships
• Provide prompt, professional, and compassionate customer service

Requirements

• Active Florida 220 or 440 insurance license required
• Experience with Applied Epic system
• Prior insurance agency Personal Lines experience
• Strong customer service and relationship-building skills
• Compassionate and client-focused approach
• Excellent verbal and written communication skills
• Attention to detail and accuracy