We are looking for a Licensed Insurance Agent / Customer Service Representative who will manage a portion of our existing client base, provide outstanding customer service, and contribute to new business growth. This role is ideal for a proactive individual who enjoys building client relationships, handling policy servicing, and identifying opportunities for cross-selling.
Key Responsibilities:
Manage and service a designated portion of our existing client base.
Handle inbound customer inquiries, including policy renewals, coverage questions, and re-quoting requests.
Assist with quoting and writing new business in addition to servicing existing policies.
Cross-sell additional policies where appropriate.
Utilize various insurance systems, including HawkSoft (management system), QuoteRUSH, and EZLynx for quoting and processing policies.
Maintain accurate client records and ensure compliance with agency policies.
Qualifications:
Florida 220 or 2044 Insurance License (Required).
Minimum of 3 years of customer service experience in insurance.
Strong communication skills and ability to manage a high volume of client interactions.
Proficiency in Microsoft Office and ability to quickly learn industry-specific software.
Ability to multi-task, work collaboratively as part of a team, and maintain a professional, friendly demeanor.