Licensed Customer Service Representative (4-40)

Choice Financial Group • St. Augustine, FL

5d • Onsite

About The Position

Benchmark Insurance Agency is seeking a Licensed Customer Service Representative (4-40) to join our growing team in St. Augustine, Florida. This role is ideal for an insurance professional who thrives in a fast-paced agency environment and enjoys both administrative and client-facing responsibilities. At Benchmark Insurance Agency, we are committed to delivering exceptional service and building lasting relationships with our clients.

Requirements

• Active Florida 4-40 Customer Representative License.
• High school diploma or equivalent.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Professional demeanor and ability to maintain confidentiality.
• Strong problem-solving skills and ability to work both independently and collaboratively.

Nice To Haves

• Previous insurance agency experience.
• 2+ years of administrative, office support, or customer service experience.
• Experience with Applied Epic or other agency management systems.
• Knowledge of personal lines insurance servicing and policy administration.

Responsibilities

• Providing outstanding customer service to existing and prospective clients.
• Answering and routing phone calls, responding to inquiries, and assisting customers with insurance-related questions.
• Processing policy change requests and ensuring accurate documentation.
• Following up with carriers to confirm endorsements and policy updates.
• Assisting with underwriting, rewrites, re-quotes, reinstatements, and policy cancellations.
• Obtaining required underwriting information, signatures, applications, and supporting documentation.
• Managing policy renewals and reviewing billing accounts with insureds.
• Processing customer payments.
• Updating and maintaining accurate client records within the agency management system.
• Providing proof of insurance documents, including binders, certificates, ID cards, endorsements, declarations pages, and evidence of property forms.
• Documenting all customer interactions in accordance with agency procedures.
• Supporting general administrative duties, departmental projects, reporting, and office operations.

Benefits

• Employee health, dental, and vision
• 401(k) retirement plan
• Employer-paid group life insurance
• Paid time off
• Paid holidays
• Paid bereavement leave
• Gym membership reimbursement
• Employee referral bonus program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED