S & J Insurance Group
Licensed Insurance Customer Service Representative
S & J Insurance Group, Stuart, Florida, United States, 34996
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 Current Florida 4-40 Customer Representative License (required). Previous insurance CSR experience preferred, but motivated new licensees with strong customer service backgrounds will be considered. Strong Communication: Outstanding verbal and written communication skills; ability to reassure clients and provide clear, professional updates. Customer-Focused Mindset: Dedicated to delivering an exceptional client experience with every interaction. Time Management & Prioritization: Ability to stay punctual, manage daily responsibilities, and prioritize urgent client needs before administrative tasks. Attention to Detail: Accurate documentation in the agency management system (AMS) and strong follow-through on client requests. Team Collaboration: Works well with colleagues, supports agents with accurate information, and contributes to a positive office culture. Problem Awareness: Able to recognize client issues, gather necessary information, and escalate appropriately to ensure timely resolution.
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 Current Florida 4-40 Customer Representative License (required). Previous insurance CSR experience preferred, but motivated new licensees with strong customer service backgrounds will be considered. Strong Communication: Outstanding verbal and written communication skills; ability to reassure clients and provide clear, professional updates. Customer-Focused Mindset: Dedicated to delivering an exceptional client experience with every interaction. Time Management & Prioritization: Ability to stay punctual, manage daily responsibilities, and prioritize urgent client needs before administrative tasks. Attention to Detail: Accurate documentation in the agency management system (AMS) and strong follow-through on client requests. Team Collaboration: Works well with colleagues, supports agents with accurate information, and contributes to a positive office culture. Problem Awareness: Able to recognize client issues, gather necessary information, and escalate appropriately to ensure timely resolution.