Licensed Insurance Customer Service Representative

Job Description

Job Description

S & J Insurance Group is a fast-growing, independent insurance agency serving clients across Florida with personal and commercial insurance solutions. We pride ourselves on next-level customer service, attention to detail, and treating every client like family. Our team is collaborative, supportive, and dedicated to delivering the highest level of service.

The Role :

We are seeking a Customer Service Representative (CSR) Licensed 4-40 who thrives in a fast-paced environment, is detail-oriented, and has a passion for helping clients feel secure and cared for. This is not just a phone answering role this is the first voice and impression of our agency, setting the tone for every client experience.

Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Paid Holidays

401K

Evenings Off

Career Growth Opportunities

Storm Pay

Paid Continuing Education

Responsibilities

• Serve as the first point of contact for clients, answering calls and providing a welcoming, reassuring experience.
• Assist clients with policy servicing needs, such as auto changes, endorsements, ID cards, and billing inquiries.
• Document and maintain client records accurately in the agency management system (AMS).
• Review carrier dashboards and agency systems to monitor for important client updates, including underwriting requirements or pending cancellations.
• Support agents by routing client requests and ensuring follow-up is handled promptly.
• Contribute to a positive team environment through collaboration and communication.

Requirements