Licensed Insurance Customer Service Representative

Job Description

Job Description

Join Giselle Camilo Insurance & Financial Services , a thriving insurance agency located in Palm Beach Gardens, Florida, where we prioritize providing exceptional customer service. Our team is dedicated to ensuring all clients feel valued and understood. At the core of our values is a commitment to excellence, honesty, and integrity.

As a Licensed Insurance Customer Service Representative , you will be the first point of contact for our valued clients, assisting them with policy inquiries, claims processing, and policy adjustments. If you thrive in a fast-paced environment, derive satisfaction from helping others, and are looking to be part of a team that truly cares about its customers, Giselle Camilo Insurance & Financial Services is the perfect place for you to grow and develop your career.

Benefits

Annual Base Salary Based on Experience

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Team Meetings

Work-Life Balance

Paid Time Off (PTO)

Hands on Training

Weekends Off

Free Coffee

Professional Work Environment

Responsibilities

• Service all in-bound client inquiries for new and / or existing clients - including Payments, Renewals, Cancellations, Endorsements, and Rewrites.
• Call on policyholders to deliver and explain policy, analyze insurance program and suggest additions or changes.
• Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
• Follow-up on leads generated from inbound calls, and non-renewal leads
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Maintain accurate records and documentation of client interactions and transactions especially if quoting or rewriting.
• Maintain accurate records and documentation of client interactions and transactions especially if quoting or rewriting.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.

Requirements

Licensing : Active Florida 220 or 440 Insurance License required.

Customer Service Experience : Prior experience in customer service roles preferred, ideally in the insurance industry.

Insurance Experience : 3+ Years of experience in the Insurance Industry, specifically Home and Auto Insurance.

Location : Must be willing to work in-office at our Palm Beach Gardens, Florida location.

Detail-oriented : Strong attention to detail and accuracy in handling policy-related documentation.

Professionalism : Demonstrated professionalism in dealing with clients and handling confidential information.

Organization : Ability to prioritize tasks, manage time effectively, and work in a fast-paced environment. Tech

Proficiency : Proficient in using basic computer software and insurance agency systems.