Customer Service Agent (In-Office)

Job Description

Job Description

Full-Time | Monday to Friday | Remote



Are you an ambitious, licensed insurance professional ready to grow your career with a supportive, people-first agency? Anchor Line Insurance is looking for motivated Property & Casualty licensed agents who want a high-earning sales role with long-term growth opportunities.

This is a high-impact sales role with uncapped earning potential, a supportive team culture, and work-life balance.

We provide our team with a steady flow of quality leads (mostly inbound!) so you can focus on what you do best (helping clients and closing sales!)

Agents who have come from other agencies consistently perform better with us because they finally have the support and tools they need to succeed.

So if you're coachable, driven, and ready to put your license to work, this role is meant for you.

Why You’ll Love Working With Us:

• Competitive pay + growth potential: Your license + skills deserve to be rewarded.
• Stable schedule: Monday–Friday, 8:30 AM – 5:00 PM EST (no weekends, no late nights).
• All the tools you need: Equipment provided + training + ongoing support.
• Team culture you’ll actually like: Collaborative, friendly, and we celebrate wins together.
• Career path: Advancement opportunities as our agency continues to grow.
• Perks: PTO, paid holidays, bonuses, appreciation events, and more.

Responsibilities

What You’ll Be Doing (Day-to-Day):

As our Customer Service Agent, you'll be the go-to person for our clients, making sure they feel valued, supported, and protected every step of the way.

Client Service

Handle inbound calls, emails, and text messages regarding insurance policies.

Assist clients with policy changes, endorsements, renewals, cancellations, and reinstatements.

Process payments and answer billing questions.

Explain coverages, deductibles, claims processes, and policy details in a clear and professional manner.

Resolve client concerns with empathy, urgency, and exceptional customer service.

Maintain accurate client records and detailed notes in our agency management systems.

Sales & Retention

Identify opportunities to cross-sell or recommend additional coverages such as Home, Auto, Flood, Renters, Umbrella, Boat, Motorcycle, RV, and other personal lines products.

Conduct coverage reviews to ensure clients have the protection that best fits their needs.

Generate referrals and help retain existing clients through outstanding service.

Turn everyday service conversations into opportunities to better protect our customers.

Agency Support

Support our sales team with follow-ups, documentation, underwriting requests, and client communication.

Review policies for accuracy and identify coverage gaps when appropriate.

Follow up on outstanding documents, signatures, payments, and underwriting requirements.

Communicate with insurance carriers to resolve policy and underwriting issues.

Stay current on carrier guidelines, agency procedures, and Florida insurance regulations.

Team Expectations

Work collaboratively with a high-performing, goal-oriented team in our Cape Coral office.

Stay organized, manage multiple priorities, and follow through on every client request.

Provide timely communication and excellent follow-up.

Maintain a positive attitude and contribute to a culture focused on teamwork, accountability, and continuous improvement.

What Success Looks Like

We're looking for someone who takes ownership of their work and genuinely enjoys helping people.

You'll be successful in this role if you:

Build strong relationships with clients and earn their trust.

Deliver exceptional customer service on every interaction.

Stay organized and manage multiple tasks in a fast-paced environment.

Take initiative instead of waiting to be told what to do.

Look for opportunities to better protect our clients by recommending additional coverage when appropriate.

Meet agency goals for client retention, cross-sales, referrals, and service quality.

Work well with teammates and contribute to a positive office culture.

Show up every day with a willingness to learn, grow, and make a difference.

If you're someone who enjoys helping people, solving problems, and being part of a team that celebrates success, we'd love to meet you!

Requirements

What We’re Looking For:



• Active Florida 220 license (required)
• Previous Allstate experience is strongly preferred
• Customer service background in insurance or call center setting
• Excellent communication and problem-solving skills
• Tech-savvy and comfortable working with agency management systems and CRM tools
• Dependable, organized, and able to thrive in a remote environment
• Positive, personable, and able to balance friendliness with professionalism

About Anchor Line Insurance

Based in Cape Coral, Florida, Anchor Line Insurance is a modern, client-focused agency dedicated to protecting what matters most for families and individuals. We pride ourselves on creating a positive, supportive environment where our team members can thrive. When you join us, you’re not just another employee, you’re part of a family that’s invested in your growth and success.

Ready to Grow With Us?

If you’re licensed, passionate about client service, and ready to bring your skills to a supportive, growth-minded agency, we'd love to meet you!

Apply today and let’s make a difference together.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Parental Leave
• Appreciation Lunches
• Work-Life Balance
• Weekly Management Meetings
• Monthly Bonus Opportunities
• Work Equipment Supplied