Personal Lines Insurance Customer Service Representative

Rountreemooreford; Tampa (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401K

HSA contributions

Paid time off

Paid holidays

Job summary

Morgan Insurance Services, LLC., part of a larger auto group, seeks an in-person Personal Lines Insurance Customer Service Representative in Tampa, FL. The role supports licensed agents and interacts with clients to provide service, answer questions, and process updates.

Two openings, competitive compensation, and benefits including health and life insurance, 401K, HSA, PTO, and holidays are offered. Bilingual candidates are a plus and training is provided.

Qualifications

• High school diploma or GED required.
• Experience in insurance customer support preferred.
• Ability to stay calm when customers are stressed or upset.
• Proficient computer skills and ability to learn multiple systems.
• Spanish bilingualism is a plus.

Responsibilities

• Monitor voicemails and route to team.
• Check messages in the agency system and respond.
• Check e-fax and email inbox for inquiries.
• Handle calls and transfer to agents as needed.
• Assist with renewals and policy changes as needed.
• Provide customer follow-ups at 30, 60, and 90 days.

Skills

Customer service

Bilingual English-Spanish

Calm under pressure

Phone system handling

Email/text management

Education

High school diploma or GED

Tools

Agency management system

E-fax

Email inbox management

Job description

Personal Lines Insurance Customer Service Representative

Job Category : Morgan Insurance Service

Requisition Number : PERSO004271

• Posted : September 24, 2026


• Full-Time

Locations

Showing 1 location

Tampa, FL 33612, 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 Tampa area. Our office is located in the Toyota of Tampa Bay 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. Checks phone system voicemails multiple times per day, and disburses to team as needed


• 2. Checks agency management system text messages with customers multiple times per day, and disburses to team as needed


• 3. Checks e-fax inbox multiple times per day, and disburses to team as needed


• 4. Checks email info inbox multiple times per day, and disburses to team as needed


• 5. Checks and works incoming alerts to the agency management system


• 6. Answers all incoming calls to the service line, and transfers to agents as needed


• 7. Handles calls, emails and texts that pertain to client contact information, lienholder updates, billing, claims reporting, and general questions.


• 8. Processes returned mail


• 9. Calls customers who may have had a claim, to offer support


• 10. Reviews all carriers daily for updates regarding e-signatures and underwriting requirements, communicating with the insured as necessary to complete


• 11. Processes tasks that have been assigned by management/agents to the customer service representative, multiple times per day


• 12. Sends welcome letters to new customers


• 13. Sends follow-up emails and texts to existing customers at the 30, 60, and 90-day marks


• 14. Assists with renewals and rewrites as needed by the writing agent, to retain existing business


• 15. Sends birthday e-cards to customers


• 16. Solicits existing customers to cross-sell additional insurance products


• 17. Works on various special projects as needed for management


• 18. Follows communication procedures, guidelines, and policies


• 19. Other duties as assigned


• 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.