Personal Lines Insurance Customer Service Representative

Rountreemooreford; Ocala (FL); On-site; USD 42,000 - 48,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401K

HSA

PTO

Holidays

Job summary

Morgan Insurance Services in Ocala, FL is hiring a Personal Lines Insurance Customer Service Representative to support licensed agents in person at the Honda of Ocala location. This in‑person role handles calls, emails, and texts, processes renewals, and assists with policy updates.

The ideal candidate has a high school diploma, experience in personal lines insurance, strong communication, and the ability to stay calm under pressure.

Qualifications

• High school diploma or GED was required.
• Ability to stay calm when customers are stressed or upset.
• Proficient computer skills and ability to learn and navigate various software systems.
• Experience working in insurance customer support.

Responsibilities

• Check voicemails, texts, faxes, emails and route to team.
• Answer incoming service line calls and transfer to agents.
• Handle client contact information, billing, claims, and general questions.
• Process returned mail and follow up with customers.
• Reach out to customers after claims to offer support.
• Review carrier updates and ensure underwriting requirements are met.
• Perform tasks assigned by management/agents.
• Send welcome letters to new customers and follow-up communications at 30/60/90 days.
• Assist with renewals and rewrites as needed.
• Send birthday e-cards to customers.
• Cross-sell additional insurance products.
• Participate in special projects as required.
• Adhere to company procedures and policies.
• This is an in‑person position.
• Other duties as assigned.

Education

High school diploma or GED

Job description

Personal Lines Insurance Customer Service Representative

Job Category: Morgan Insurance Service

Requisition Number: PERSO003823

• Full-Time

Locations

Showing 1 location

Ocala, FL 34471, USA

Description

Come join the growing team at Morgan Insurance Services as an Insurance Customer Service Representative!

Morgan Insurance Services, LLC., part of Morgan Auto Group with over 70 auto dealerships in the state of Florida, has two openings for experienced personal lines insurance customer service reps. in the Ocala area. Our office is located in the Honda of Ocala dealership. This is an in-person position to provide support to our licensed insurance agents.

We offer competitive compensation, company paid health insurance (employee portion) and life insurance, 401K and HSA company contributions, PTO, holidays and a GREAT team to work with. We offer a professional work environment, with job training and advancement opportunities.

Our ideal candidate is friendly with professional demeanor, good communication skills, and the ability to stay calm under pressure. Ultimately, a top-class insurance customer sales representative. Experience working with personal lines insurance required.

Insurance Customer Service Representative Responsibilities:

1. 1. Checks phone system voicemails multiple times per day, and disburses to team as needed
2. 2. Checks agency management system text messages with customers multiple times per day, and disburses to team as needed
3. 3. Checks e-fax inbox multiple times per day, and disburses to team as needed
4. 4. Checks email info inbox multiple times per day, and disburses to team as needed
5. 5. Checks and works incoming alerts to the agency management system
6. 6. Answers all incoming calls to the service line, and transfers to agents as needed
7. 7. Handles calls, emails and texts that pertain to client contact information, lienholder updates, billing, claims reporting, and general questions.
8. 8. Processes returned mail
9. 9. Calls customers who may have had a claim, to offer support
10. 10. Reviews all carriers daily for updates regarding e-signatures and underwriting requirements, communicating with the insured as necessary to complete
11. 11. Processes tasks that have been assigned by management/agents to the customer service representative, multiple times per day
12. 12. Sends welcome letters to new customers
13. 13. Sends follow-up emails and texts to existing customers at the 30, 60, and 90-day marks
14. 14. Assists with renewals and rewrites as needed by the writing agent, to retain existing business
15. 15. Sends birthday e-cards to customers
16. 16. Solicits existing customers to cross-sell additional insurance products
17. 17. Works on various special projects as needed for management
18. 18. Follows communication procedures, guidelines, and policies
19. 19. Other duties as assigned
20. 20. In-person position

Customer Service Representative Requirements:

• High school diploma, general education degree, or equivalent
• Ability to stay calm when customers are stressed or upset
• Proficient computer skills and ability to learn and navigate various software systems
• Experience working as insurance customer support
• 20-44 licensed or willing to get certified within 60 days of employment
• Bilingual (English-Spanish) a plus

If you are driven and desiring a stable and rewarding career path, then the Morgan Insurance Services team could be a great choice for you! It is a truly unique organization.

EOE/DFWP

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.