Insurance Customer Service Representative
About The Position
The FrankCrum Insurance Agency (FCIA) is a local family-owned commercial insurance agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of industries and types of coverage and since our beginning in 2008, our agency has maintained steady growth, stability, and success. We are excited to announce a full-time Customer Service Representative position filled with many exciting opportunities! In this role, you will contribute to the mission of FrankCrum by delivering exceptional day-to-day service and administrative support for commercial insurance clients. The role supports Agency Leadership, Account Executives, and Account Managers by processing policy transactions, maintaining accurate client records, responding to client inquiries, and ensuring timely, accurate execution of service activities that contribute to client satisfaction and retention.
Requirements
- High school education or equivalent.
- One (1) year of commercial insurance, customer service, or administrative support experience preferred.
- Florida 4-40 Customer Representative License required.
- Proficiency with Microsoft Office Suite required.
Responsibilities
- Provide exceptional customer service by responding promptly and professionally to client inquiries regarding commercial insurance products, policies, and service requests.
- Process policy transactions including endorsements, certificates of insurance, binders, policy changes, cancellations, contract reviews, and other servicing activities.
- Assist with renewal preparation by gathering information, preparing documentation, and supporting the renewal process through policy binding.
- Prequalify requests for insurance quotes by collecting required information and coordinating submissions with Account Executives, Account Managers and agency team.
- Maintain accurate client records, policy documentation, and agency management system information to support efficient agency operations.
- Provide administrative support to Account Executives, Account Managers and Agency Leadership by preparing correspondence, processing documentation, scheduling meetings, and coordinating client communications.
- Collaborate with carriers, underwriters, and internal departments to obtain information, resolve service issues, and ensure timely completion of client requests.
- Participate in client meetings, training, and professional development activities as requested.
- Comply with agency policies, procedures, timekeeping requirements, and applicable regulatory standards while maintaining confidentiality of client information.
Benefits
- Health Insurance is zero dollar paycheck cost for employee's coverage and only $295 a month for family!
- Dental and Vision Insurance
- Short Term Disability and Term Life Insurance at no cost to the employee
- Long Term Disability and Voluntary Term Life Insurance
- Supplemental insurance plans such as Accidental, Critical Illness, Hospital Indemnity, Legal Services and Pet Insurance
- 401(k) Retirement Plan where FrankCrum matches 100% of the first 4% the employee contributes, and the employee is immediately vested in the employer match
- Employee Assistance Program at no cost to the employee
- Flexible Spending Accounts for Medical and Dependent Care Reimbursement
- Health Savings Account funded by FrankCrum
- Paid time off and holiday pay
- Education reimbursement up to five thousand two hundred fifty dollars tax free per calendar year
- PTO cash out
- Tickets at Work
- Access to the Corporate America Family Credit Union
- Employee and client referral bonus programs
- Paid volunteer time
- Disaster Relief Fund for employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
