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Looking for a CSR with an active 4-40 Licenses - 1

Location: Ponte Vedra Beach
Posted on: January 26, 2023

Job Description:

Position Title: Customer Service Representative



Position Summary:


Responsible for general customer service care by servicing existing customers with maintenance of current insurance policies.


Essential Functions:


Providing customer service for existing client?le through answering questions related to existing policies, assisting customers in updating/renewing/changing current policies, and acting as a liaison for communication between customers and insurance carriers,


Additional Job Related Duties:


? Servicing customer accounts related to insurance policies and coverage including but not limited to endorsements, payments, answering questions, and other duties typical in a Personal Lines Independent Agency;


? Field incoming calls related to questions, issues, and concerns of existing customers with regard to their insurance policies;


? Review quotes and update policy information including updating customer information on existing policy;


? Process renewal information and policy re-shops for existing customers;


? Make service calls related to policies changes, renewal information, or other topics of interest to existing customers;


? Payment processing, late notice follow-up and collections for homeowners insurance policies;


? Contact insurance carriers to resolve issues or answer customer policy-related inquiries;


? Confer with customers by telephone or in person to provide information about policies, cancel accounts, or obtain details of complaints;


? Obtain and examine all relevant information in order to assess validity of customer questions or concerns to determine possible causes and resolutions and escalate to appropriate management personnel;


? Provide sales support through sale of new or additional services or products on an as needed basis.


Educational/Ability Requirements:


Florida 4-40 Customer Representative License


High school diploma or the equivalent



We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Jacksonville , Looking for a CSR with an active 4-40 Licenses - 1, PR / Public Relations , Ponte Vedra Beach, Florida

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