P&C Insurance Customer Service Representative (CSR)
Fortitude Insurance Solutions•Plantation, FL
•Onsite
About The Position
We're a small, busy independent insurance agency looking for a CSR to help keep our office running smoothly. You'd be working directly with our account managers, sales team, and clients — a little bit of everything from processing policy changes to answering the phone to making sure our files are where they should be.
Requirements
- Some experience in an insurance agency (we'll teach you what you don't know)
- A Florida 4-40 license, or willingness to get one
- Proficient with the usual Microsoft suite of tools
- Solid attention to detail: this job rewards people who notice the small stuff
- A friendly phone presence and the patience to walk someone through their policy
Nice To Haves
- Experience with AMS360 and DocuSign is a plus
- Any accounting background or Spanish fluency
Responsibilities
- Helping clients with policy questions, certificates, invoices, and everything in between
- Processing applications, renewals, endorsements, cancellations, and claims
- Keeping client records clean and current in AMS360
- Working with account managers and carriers on quotes, endorsements, and follow-ups
- Helping the sales team put proposals together, gather information and keep their files organized
- Pitching in wherever the day takes you because small offices mean everyone wears a few hats
Benefits
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
