Customer Service Representative

LIBERTY COMPANY INSURANCE BROKERS LLCOcala, FL
Onsite

About The Position

The Liberty Company Insurance Brokers and our Partners at Darr Schackow Insurance Agency have an in-office opportunity for a Commercial Lines Customer Service Representative in our Brick City office located in Ocala, FL. Our culture-first approach has earned us multiple industry accolades, including being named a Top Insurance Employer for five consecutive years, repeated recognition on the Inc. 5000 fastest-growing companies list, and honors from Insurance Journal, Hale’s Report, and more — all testifying to the dynamic, people-centric environment we’ve built. Our award-winning culture is rooted in entrepreneurship, collaboration, and a genuine commitment to employee wellness. As we continue to grow, we’re looking for people who want to contribute, innovate, and thrive in an environment where positivity and purpose go hand in hand. We believe in rewarding our people with a competitive total compensation package, including comprehensive benefits, generous paid time off and holiday pay, continued education support, and company-sponsored programs designed to promote wellness, stress management, and community involvement. Here, your career growth and your well-being aren’t just priorities — they’re part of who we are.

Requirements

  • MUST have a 440 CSR Insurance license within the State of Florida or able to obtain one in first 60 days
  • MUST have a minimum of 3 years’ experience specifically working in Commercial Insurance, preferably in an Independent Insurance Agency
  • Outstanding verbal and written communication skills
  • Experience using programs within Microsoft Office
  • Strong organization skills
  • Professional demeanor and appearance
  • Friendly and out-going
  • Significant ability to multi-task detailed and complex work
  • Strong tendency to always exceed others' expectations

Responsibilities

  • Bind coverage with required documents/forms and payments
  • Manage all activities and workload in agency management system (Applied Epic)
  • Review policies for accuracy
  • Communicate regularly and directly with clients and underwriters
  • Send out forms to clients that need to be reviewed and then collect payment
  • Assist clients with requests for Evidence of Insurance
  • Handle claim calls from clients, and then report claims to the appropriate carrier
  • Follow up with clients and adjusters during claims process
  • Answer incoming calls from clients with general policy questions
  • Process payments from clients
  • Assist with quoting activities

Benefits

  • comprehensive benefits
  • generous paid time off and holiday pay
  • continued education support
  • company-sponsored programs designed to promote wellness, stress management, and community involvement
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