Licensed Insurance Customer Representative (Florida 4-40)

Toy Tech Motors Corporation•Palmetto Bay, FL

13d

About The Position

We are looking for a motivated, customer-focused Insurance Agent (Florida 4-40 Licensed Customer Representative) to join our team. The role assists customers with insurance needs, supports sales activities, processes policy transactions, and maintains accurate documentation while ensuring compliance with Florida insurance regulations. The ideal candidate has strong communication skills, attention to detail, and a solid understanding of Property & Casualty insurance, particularly Personal and Commercial Auto insurance.

Requirements

Active Florida 4-40 Customer Representative License (required).
Completion of a DFS-approved designation course (exam waived).
Basic knowledge of Property & Casualty insurance, particularly Personal and Commercial Auto.
Strong communication skills and attention to detail.
Strong problem-solving skills and ability to work independently and collaboratively.

Nice To Haves

Bilingual in English and Spanish.

Responsibilities

Assist customers with insurance inquiries, policy information, and coverage-related questions.
Support insurance sales activities, including preparing quotes and assisting with policy documentation.
Process policy changes, endorsements, cancellations, reinstatements, and payments.
Maintain accurate and up-to-date customer records in agency management systems.
Assist with policy renewals and customer retention efforts.
Provide professional and timely customer service through phone, email, and in-person interactions.
Ensure all insurance transactions and documentation comply with Florida Department of Financial Services (DFS) regulations.
Identify and escalate potential compliance concerns, suspicious transactions, or fraudulent activities.
Collaborate with insurance agents and team members to ensure efficient daily operations.
Follow up on customer requests and resolve issues promptly and professionally.