Insurance Customer Service Representative

Job Description

Job Description

Family First Financial is a family-owned insurance agency founded in 2006 with a simple mission: to treat every client like part of the family. We take pride in educating our clients and helping them make confident, informed decisions about their coverage. Our team is built on trust, collaboration, integrity, and friendliness, creating a supportive workplace where employees thrive both personally and professionally. This position offers a hybrid home/office work arrangement after an initial in-office training period, making it an ideal opportunity for someone looking to build a rewarding career in a supportive and fun environment.

We are seeking a Personal Lines Account Manager who is friendly, reliable, and driven to make a positive impact on our clients and team. In this role, you will provide top-quality service by assisting clients with policy changes, answering coverage questions, and supporting our sales and retention efforts. You’ll be part of a collaborative, client-focused environment that values honesty, education, and long-term relationships.

Annual Salary: $50,000-$65,000 per year + commission

Paid time off (PTO)

Hybrid Remote Work Available after probationary period

Flexible schedule

Bonus/Commission

Monday-Friday schedule with evenings and weekends off

Simple plan IRA

Health Insurance Benefits

If you value a friendly work environment, teamwork, growth, and meaningful customer relationships, apply today!

Responsibilities

• Manage Renewals: Generate renewal quotes for home and auto insurance policies, ensuring clients have the right coverage at competitive rates.
• Client Communication: Use our agency management system to manage client interactions, document policy changes, and maintain up-to-date client records.
• Documentation and Submissions: Obtain necessary applications, paperwork, and payments from clients and submit them to carriers, ensuring everything is documented accurately in our system.
• File Management: Oversee the post-sale process, ensuring all files are closed and documented properly.
• Client Needs Analysis: Assess client needs and recommend appropriate coverage options
• Endorsements: Process policy changes, renewals, and updates accurately
• Underwriting: Maintain thorough knowledge of carriers, pricing, and coverage details
• Cross-Sell Opportunities: Identify and implement cross-selling strategies to enhance client coverage and expand their insurance portfolio.

Requirements

• Experience: At least 2 years of experience in Florida independent agency home and auto insurance.
• Licensing: Must hold a 2-20 or 20-44 insurance license (If you have a 4-40 license, we will sponsor you to take the test for a 20-44).
• Technical Skills: Experience with Quoterush, EzLynx, and/or QQCatlyst is highly desirable.
• Knowledge: Strong understanding of insurance coverage options and the products offered by the agency’s carriers.
• Communication Skills: Excellent verbal, written, and interpersonal communication skills.

Benefits
Paid Time Off (PTO)###Flexible Schedule###Hands on Training###Tuition Reimbursement###Mon -Fri Schedule###Career Growth Opportunities###Evenings Off###Weekends OffWork from Home###Work from Home###Commissions###Retirement Plan###Health Insurance###