Licensed Insurance Customer Service Representative

S & J Insurance Group is a fast-growing, independent insurance agency serving clients across Florida with personal and commercial insurance solutions. We pride ourselves on next-level customer service, attention to detail, and treating every client like family. Our team is collaborative, supportive, and dedicated to delivering the highest level of service.

The Role:

We are seeking a Customer Service Representative (CSR) Licensed 4-40 who thrives in a fast-paced environment, is detail-oriented, and has a passion for helping clients feel secure and cared for. This is not just a phone answering role this is the first voice and impression of our agency, setting the tone for every client experience.

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Paid Holidays

401K

Evenings Off

Career Growth Opportunities

Storm Pay

Paid Continuing Education

• Serve as the first point of contact for clients, answering calls and providing a welcoming, reassuring experience.
• Assist clients with policy servicing needs, such as auto changes, endorsements, ID cards, and billing inquiries.
• Document and maintain client records accurately in the agency management system (AMS).
• Review carrier dashboards and agency systems to monitor for important client updates, including underwriting requirements or pending cancellations.
• Support agents by routing client requests and ensuring follow-up is handled promptly.
• Contribute to a positive team environment through collaboration and communication.

• Current Florida 4-40 Customer Representative License (required).
• Previous insurance CSR experience preferred, but motivated new licensees with strong customer service backgrounds will be considered.
• Strong Communication: Outstanding verbal and written communication skills; ability to reassure clients and provide clear, professional updates.
• Customer-Focused Mindset: Dedicated to delivering an exceptional client experience with every interaction.
• Time Management & Prioritization: Ability to stay punctual, manage daily responsibilities, and prioritize urgent client needs before administrative tasks.
• Attention to Detail: Accurate documentation in the agency management system (AMS) and strong follow-through on client requests.
• Team Collaboration: Works well with colleagues, supports agents with accurate information, and contributes to a positive office culture.
• Problem Awareness: Able to recognize client issues, gather necessary information, and escalate appropriately to ensure timely resolution.