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.
- Bilingual candidates are a plus but not required.