Insurance Customer Service Representative - Term Brokers Insurance Services

Located in the sunny coastal city of Ft. Walton Beach, FL, Term Brokers Insurance Services is a reputable insurance agency with a unique approach to fostering a professional yet friendly work environment. With a strong emphasis on creating a positive and welcoming atmosphere, our team's dedicated employees enjoy coming to work each day, thanks to the camaraderie and fun vibe that permeate our office space.

Term Brokers Insurance Services prioritizes team-building activities and mutual support to ensure every staff member feels valued and motivated. Our commitment to maintaining high morale, a positive attitude, and a culture of positivity sets us apart as an employer of choice in the industry. If you seek a workplace where professionalism meets a friendly atmosphere, Term Brokers Insurance Services in Ft. Walton Beach, FL, is the ideal place to thrive and grow in your career.

Are you a customer service superstar looking to make a difference in the insurance industry? Term Brokers Insurance Services in Ft. Walton Beach, FL, is seeking an Insurance Customer Service Representative to join our team.

As an Insurance Customer Service Representative, you are responsible for assisting clients with policy inquiries, claims processing, and general insurance-related questions. Previous customer service experience, strong interpersonal skills, and the ability to efficiently handle multiple tasks are must-haves.

A Florida 4-40 Customer Representative Insurance License is NOT required to apply.

We value teamwork, professionalism, and exceptional customer service at Term Brokers Insurance Services. If you are looking to join a supportive work environment where your contributions are recognized, we encourage you to apply for this position.

Salary Range: $40000.00 per year

Annual Base Salary + Bonus Opportunities

Bonus Opportunities

Work/Life Balance

Mon-Fri Schedule

Holidays Off

Paid Holidays

Career Growth Opportunities

Professional Development

Advancement Opportunities

Mentorship

Professional Work Environment

Team Building Activities

Equipment Provided

Health Insurance

Responsibilities

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Issue Insurance Documentation (COI, ID cards, etc.)
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service.
• Handle confidential information with discretion and follow established protocols.

• A high school diploma or equivalent is required. Associate's degree/bachelor's degree is a BONUS.
• A Florida 4-40 Customer Representative License is required. Must obtain before the hire start date.
• 1+ years of experience in a professional services environment (insurance, banking, real estate, mortgage, etc.)
• Fundamental knowledge of computer software, data entry, typing, and using a multi-line phone system.
• Ability to multitask, prioritize, and problem-solve with attention to detail, accuracy, and speed.
• Collaborate with colleagues to foster teamwork and productivity while staying open to new ideas.
• Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.