Licensed 4-40 Customer Service Representative (CSR)

Customer Service Representative (CSR) – Licensed Insurance Agent Position Type: Full-Time (In-Office) Schedule: Monday – Friday, 8:30 AM – 5:00 PM Location: Estero, FL About the Role Lane Insurance Group is looking for a detail-oriented, client-focused Customer Service Representative (CSR) to join our growing independent insurance agency in Estero, FL. As a key member of our team, you will serve as the first line of contact for our policyholders, helping deliver exceptional service, maintain account accuracy, and support daily agency operations. Key Responsibilities Client Communications: Answer incoming phone calls, assist clients with phone payments, and address account inquiries. Intake & Quoting Support: Gather detailed intake information from prospective and existing clients for new policy quoting. Property Inspections: Request and track wind mitigation reports and 4-point inspection documents needed for underwriting. Policy Maintenance: Process mortgage updates, address changes, and policy cancellation requests. Document Management: Review and process daily incoming faxes and send applications out for electronic signatures. Client Retention: Issue timely renewal reminders and payment reminders to ensure continuous coverage. Administrative Operations: Manage returned mail and handle other administrative duties as assigned to support the team. Qualifications & Requirements Licensing: Active State of Florida 4-40 (Customer Representative) License required. Experience: Prior experience working in an independent insurance agency is preferred. Skills: Excellent verbal and written communication skills, strong organizational abilities, and comfort multi-tasking in a fast-paced setting. Tech-Savvy: Proficiency with agency management software, e-signature platforms, and digital document workflows. Compensation & Agency Benefits Salary: Competitive starting pay discussed during the interview, based on experience and qualifications. Paid Time Off: Paid holidays. Health & Wellness: Concierge doctor service included. Retirement: Up to 3% matching Simple IRA available after 1 year of employment. #J-18808-Ljbffr Lane Insurance Group