Personal Lines Customer Service Representative

The Jonus Group • St. Augustine, FL

20h • Onsite

About The Position

Seeking a dedicated and detail-oriented Licensed Customer Service Representative (4-40) to join a growing team. You will play a pivotal role in supporting clients and ensuring smooth agency operations.

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 in Microsoft Office Suite (Word, Excel, Outlook).
• Professional demeanor with the ability to maintain confidentiality.
• Strong problem-solving skills and ability to work independently and collaboratively.

Responsibilities

• Provide outstanding customer service to clients, addressing inquiries and assisting with insurance-related questions.
• Process policy change requests, endorsements, and updates with accuracy.
• Assist with underwriting, policy rewrites, re-quotes, reinstatements, and cancellations.
• Manage policy renewals and review billing accounts with insureds.
• Obtain necessary underwriting information, signatures, and supporting documentation.
• Process customer payments and maintain accurate client records in the agency management system.
• Prepare and provide proof of insurance documents, including binders, certificates, ID cards, and declarations pages.
• Document all customer interactions in compliance with agency procedures.
• Support general administrative duties, departmental projects, and office operations.

Benefits

• Employee health, dental, and vision insurance
• Employer-paid group life insurance
• Gym membership reimbursement
• Employee referral bonus program
• Opportunity for professional growth within a respected insurance agency

What This Job Offers

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