Demo

Licensed Insurance Customer Service Representative

Amy Rossi & Associates Insurance Agency
Orlando, FL Full Time
POSTED ON 3/18/2025
AVAILABLE BEFORE 4/16/2025
Job Description

Looking for an experienced Customer Service Representative who holds a valid Property & Casualty license (4-40 or 2-20). The CSR position will involve answering multiple phone lines, providing customer service, receiving and processing insurance payments for existing customers, changing mortgagee clauses, calling customers for various service activities, endorsing policies.

4-40, 2-20, or 20-44 License required

ONCE YOU APPLY YOU WILL RECEIVE AN ASSESSMENT VIA EMAIL, PLEASE COMPLETE THE ASSESSMENT TO BE CONSIDERED FOR THE POSITION.

Benefits

Annual Base Salary Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Retirement Plan

Health Insurance

Career Growth Opportunities

Hands on Training

monthly bonus opportunity

Casual Fridays

Appreciation Lunches

Tuition Reimbursement

Team meetings

Team Building events

Evenings Off

Work Life Balance

Responsibilities

  • Secure all Trailing Documents from customers.
  • Immediately greet all customers, entering the office, in a friendly and helpful manner.
  • Ask each customer for referrals and explain our referral program.
  • Provideexceptional customer service.
  • Schedule appointments for sales staff to meet prospective customers.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Requirements

  • PERSONALITY ASSESSMENT MUST BE COMPLETED TO BE CONSIDERED. YOU WILL RECEIVE UPON APPLYING.
  • A Property & Casualty license is Required.
  • Requirements include exceptional phone voice and phone etiquette. Must have professional appearance and have a cheerful, positive attitude.
  • Must be willing to work as a team member in all situations, must be detail oriented with the foresight to solve the customer issue in one call.
  • Must take a personality assessment first to move to the interview process, you will be sent a link once you apply.
  • Bilingual ; preferred but not required.
  • Likelihood of job offer contingent on problem solving test score.

Company Description

Working as an Allstate agent the last twenty years I have grown my agency and am honored to have two locations in Orlando. I love helping people protect the things that matter to them most. Stop by and visit one of our agency locations here in Orlando. I look forward to helping families like yours! We have won many awards for sales and customer service and look forward to many more in years to come.

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