P&C Insurance Customer Service Representative (CSR)
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. At Fortitude Insurance Solutions, we’re not your ordinary insurance agency. Since inception, we aim to shake up the insurance industry with our fresh approach. Based in the heart of Davie, FL, we've spent the past few years creating a company that stands apart, and we're proud to serve clients across the United States of America. Our mission is simple yet profound: to bring technology, expert coverage review, and top-notch customer service to our customers. We strongly believe that every business deserves comprehensive, affordable coverage tailored to their unique needs, whether they operate in transportation, construction, aviation, or any other sector. We may have started small, but we've always had big dreams. We envisioned a company that would serve businesses nationwide, without losing the personal touch that only a local provider can offer. Now, just a few years later, we're licensed in 45 states, bringing our friendly and personable approach to businesses across the country.
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
- Bonus points for 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
