Commercial Insurance CSR

Job Description

Job Description

Who we are:

We're a busy independent insurance agency looking for a CSR to help keep our office running smoothly. You'd be working directly with our account managers, sales team, and clients — a little bit of everything from processing policy changes to answering the phone to making sure our files are where they should be.

What you'd actually be doing:

• Helping clients with policy questions, certificates, invoices, and everything in between
• Processing applications, renewals, endorsements, cancellations, and claims
• Keeping client records clean and current in AMS360
• Working with account managers and carriers on quotes, endorsements, and follow-ups
• Helping the sales team put proposals together, gather information and keep their files organized
• Pitching in wherever the day takes you because small offices mean everyone wears a few hats

What we're hoping you bring:

• Some experience in an insurance agency (we'll teach you what you don't know)
• A Florida 4-40 license, or willingness to get one
• Proficient with the usual Microsoft suite of tools
• Experience with AMS360 and DocuSign is a plus
• Solid attention to detail: this job rewards people who notice the small stuff
• A friendly phone presence and the patience to walk someone through their policy
• Bonus points for any accounting background or Spanish fluency

The setup:  

In-office, full-time. You'll sit next to people who actually know your name, and there's real room to grow as the agency does. Competitive pay, benefits, and a team that doesn't take itself too seriously but always puts our clients first.

If this sounds like your kind of place, send us a resume, we'd love to chat.