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Provided by the employer
Verified Pay check_circle $40000 - $50000 per year
Hours Full-time
Location Fort Lauderdale, Florida

About this job

Job Description

Job Description
Who we are:

We're a 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.

What you'd actually be doing:

  • 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
What we're hoping you bring:

  • 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
  • Experience with AMS360 and DocuSign is a plus
  • 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
  • Bonus points for any accounting background or Spanish fluency
The setup: 

In-office, full-time. You'll sit next to people who actually know your name, and there's real room to grow as the agency does. Competitive pay, benefits, and a team that doesn't take itself too seriously but always puts our clients first.

If this sounds like your kind of place, send us a resume, we'd love to chat.



 

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Posting ID: 1259360448 Posted: 2026-06-08 Job Title: P