What are the responsibilities and job description for the Insurance Customer Service Representative – In-Office Only (Wellen Park / Venice, FL) position at Allstate -Fisher Family Insurance?
Job Description
The CSR plays a critical role in ensuring client satisfaction and policy retention. You will serve as the first point of contact for customers, assist with service requests, and support the agency’s operational flow. This is an in-office role designed to enhance team efficiency and create consistency in service delivery.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Responsibilities
- Answer incoming calls and greet walk-in clients
- Process policy changes, billing updates, cancellations, and basic claims support
- Handle renewal reviews and proactively retain business
- Support cross-sell and bundling efforts by flagging opportunities
- Monitor tasks in CRM to ensure nothing falls through
- Assist with follow-ups, documentation, and client onboarding steps
- Provide backup to other team members as needed
Requirements
- P&C Licensed in Florida (preferred)
- Minimum 1 year of customer service or insurance experience preferred
- Strong organizational skills and attention to detail
- Positive mindset and team-first attitude
- Tech-savvy (comfortable with online solutions, MS Office & Google Workspaces)
- Punctual, accountable, and excellent with follow-through
Salary : $35,000 - $45,000
