Position Overview
We are seeking a detail-oriented and customer-focused Licensed 4-40 Customer Service Representative to support our personal and/or commercial lines insurance team. This role is responsible for servicing existing accounts, assisting clients with policy needs, and ensuring a high level of customer satisfaction while maintaining compliance with Florida insurance regulations.
Salary Range: $42,000.00 - $50,000.00 per year
Annual Base Salary + Bonus Opportunities
Base Salary Plus Commission
Base Salary Based on Experience
Licensing Assistance
Evenings Off
Holidays Off
Paid Holidays
Continuing Education Opportunities
Hands-On Training
Performance Bonuses
Professional Work Environment
Health Insurance
Life Insurance
Mon-Fri Work Schedule
Qualifications
Active Florida 4-40 Customer Representative License (required)
1–3+ years of insurance agency experience preferred
Knowledge of personal lines (home, auto) and/or commercial lines
Strong communication and interpersonal skills
Excellent organizational skills and attention to detail
Ability to multitask and prioritize in a fast-paced environment
Proficiency with agency management systems (e.g., QQ Catalyst, AMS360, or similar)
Microsoft Office proficiency
Preferred Qualifications
Bilingual (English/Spanish or other languages)
Experience with quoting carriers and rating systems
Familiarity with certificates of insurance and commercial accounts
Key Responsibilities
Provide day-to-day service to clients, including policy changes, renewals, and coverage questions
Process endorsements, certificates of insurance, binders, and cancellations
Review policies for accuracy and completeness
Assist producers/agents with account management and retention efforts
Respond to client inquiries via phone, email, and in person in a timely, professional manner
Prepare and send quotes, proposals, and policy documents
Maintain accurate and up-to-date client records in the agency management system
Follow up on renewals and remarket policies as needed
Educate clients on coverage options and policy features (within licensing scope)
Ensure compliance with Florida insurance laws and agency procedures