Insurance Agency - Customer Service Representative

Join Our Dynamic Insurance Team! We’re seeking a motivated and customer-focused Client Services Associate to join our growing team in Florida. If you're passionate about helping people protect what matters most and thrive in a fast-paced environment, we want to hear from you! Position: Client Services Associate Location: Florida What We Offer (after 1 year of employment): • 401(k) • Paid time off and Vacation time • Supportive team environment and work-life balance • Life Insurance policy • Merit and/or season bonuses available Key Responsibilities: • Develop successful client relationships via phone and ensure the highest level of client service regarding insurance policy coverage • Prepare personalized insurance quotes and close sales • Ensure all trailing documents are received in conjunction with sales • Handle follow-up correspondence, including making outbound calls • Recommend and bind the best insurance options for clients • Take ownership of each call, handling until resolution is reached, including necessary follow-up • Process policies and/or changes within approved authority level • Review, organize, and forward information to other areas for handling or consideration Qualifications: • Experience in the insurance industry is preferred but not required • Valid Florida insurance license or ability to obtain one. We will license the right candidate • Strong communication and interpersonal skills • Self-motivated with a drive to succeed • Familiarity with Apple IOS systems, Google Workspace and/or CRM software • Excellent problem-solving skills and attention to detail • Must speak English and Spanish fluently • Exhibits professionalism in all interactions Why Us? We believe in empowering our associates to grow their careers while making a positive impact in our community. Our collaborative culture, ongoing training, and cutting-edge technology set us apart in the industry. Ready to Take the Next Step? Apply now by sending us your resume.