Find The RightJob.

Licensed Insurance Customer Service Representative

Choice Financial Group is an industry leader specializing in delivering strategic support for the profitable growth of property and casualty, life, health, and employee benefits insurance agencies. With our firm commitment to the industry, we are expanding our market presence through targeted acquisitions and organic growth. The company's recognition as one of the fastest-growing companies in our industry by INC 5000 and as one of the top 100 brokers of U.S. business by Business Insurance reflects our commitment.

Georgia Pines Benchmark Insurance brings over 52 years of experience in personal and commercial insurance. With a focus on clear, friendly, and thorough customer service, clients leave confident in their coverage - not confused by it. Representing a broad range of carriers, Benchmark customizes policies to fit each customer's unique needs, offering the best coverage at the best price. Their commitment to trust and long-term relationships has earned them consistent referrals from satisfied clients.

Position Description

The Licensed (CSR) is an integral member of our team, primarily responsible for providing excellent service to our existing clients by delivering client-focused solutions and creating long-lasting relationships to solidify retention and generate referrals. Each agent will demonstrate a working knowledge of the insurance industry along with expertise on our company’s specific policies and practices to ensure a gratifying customer experience.

Primary Responsibilities & Essential Functions:

Demonstrate active listening, rapport building, empathy, and solutions-focused problem-solving when engaging with customers.
Creating and advising personalized insurance proposals based on the needs of the client. Providing professional consultations with clients for their Service needs.
Retain continuous awareness of workflow and keep activity notations in compliance with agency procedures.
Process Insured policy change requests
Follow up to ensure the accuracy of endorsements processed by the carrier
Underwrite, rewrite, re-quote, reinstate, and cancel existing policies on behalf of the insured
Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
Notate all interactions with Insureds in the agency's client management system
Obtain all signatures, forms, and applications required by the carrier
Handle policy renewals
Process Insured payments
Review billing accounts with insureds
Review and update all current client contact information in the client management system
Furnish clients with requests for proof of insurance (binders, certificates, policies, endorsements, ID cards, declaration pages, and evidence of property forms)
Frequently replenish job-specific knowledge and apply it in the field

Experience & Abilities:

Must have experience in both personal and commercial lines.
Must have an active Florida Property and Casualty (P&C) license (4-40 or greater)
Experience working with CRM systems.
Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws/codes/regulations.
An eagerness to write Personal Lines insurance new business.
Good comprehension of insurance products and coverages. Preference for Independent Agent experience.
Ability to work with computers and basic knowledge of Excel, Word, and Outlook.
Excellent skills in communication, active listening, solutions-focused problem-solving, and rapport building.
Experience in delivering client-focused solutions and in creating long-lasting relationships to solidify retention and generate multi-line referrals.
Ability to collaborate and work together as a team.
A desire to grow within the agency.

Benefits: