Insurance Customer Representative / Office Assistant 4-40 Licensed

Florida 4-40 Licensed Customer Representative

MHG Insurance Group, LLC DBA MHG Risk is a growing independent insurance agency dedicated to providing personalized insurance solutions for commercial businesses, hospitality organizations, real estate clients, and individuals. We are seeking a motivated and highly organized Florida 4-40 Licensed Customer Representative to support our expanding agency through exceptional customer service, policy administration, and day-to-day operational support.

Position Overview

The Florida 4-40 Licensed Customer Representative will play a key role in supporting the agency's daily operations by assisting with policy servicing, renewals, endorsements, certificates, client communications, and administrative functions. This position serves as a primary point of contact for clients while working closely with producers, licensed agents, insurance carriers, and wholesalers to ensure timely and accurate service.

This role is ideal for someone who is detail-oriented, proactive, and thrives in a fast-paced insurance environment. The ideal candidate is organized, technology-driven, and comfortable leveraging AI tools to improve efficiency, streamline workflows, and enhance client service.

Why Join MHG

• Join a growing independent insurance agency with opportunities for long-term career growth
• Work alongside experienced insurance professionals in a collaborative team environment
• Support a diverse client base including commercial businesses, hospitality organizations, real estate professionals, and individuals
• Gain exposure to multiple areas of insurance agency operations and client service
• Be part of a forward-thinking agency that embraces technology and AI to improve efficiency and customer experience

Compensation & Benefits

• Competitive salary based on experience
• Comprehensive benefits package
• Paid time off
• Retirement savings plan
• Professional development and licensing support
• Opportunities for career advancement within a growing agency

Key Responsibilities

• Assist with servicing commercial and personal insurance policies
• Monitor policy renewals, endorsements, cancellations, certificates, applications, deadlines, and pending items
• Communicate professionally with clients, insurance carriers, wholesalers, and lenders via phone and email
• Respond to client inquiries and assist in resolving policy service issues
• Prepare and process insurance applications, certificates of insurance, endorsements, change requests, and related documentation
• Organize and maintain client files, policy documents, agency records, and electronic correspondence
• Follow up on outstanding signatures, premium payments, underwriting requirements, loss runs, and policy subjectivities
• Maintain agency management systems, spreadsheets, task lists, and internal tracking reports
• Utilize AI tools to draft correspondence, summarize documents, organize information, and improve administrative workflows
• Provide day-to-day support to producers and licensed insurance agents
• Identify opportunities to improve processes, increase efficiency, and help keep agency operations running smoothly
• Maintain accurate records while ensuring timely completion of assigned tasks and client requests

Required Qualifications

• Active Florida 4-40 Customer Representative License
• Strong organizational skills with exceptional attention to detail
• Excellent written, verbal, and interpersonal communication skills
• Proficiency with Microsoft Outlook, Word, Excel, PDF software, and online carrier and wholesaler portals
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong problem-solving skills with the ability to work independently and take initiative
• Comfortable using AI tools such as ChatGPT, Claude, Microsoft Copilot, or similar platforms to improve productivity
• Dependable, professional, and committed to delivering exceptional customer service

Preferred Qualifications

• Previous insurance agency experience
• Experience supporting commercial and personal insurance accounts
• Familiarity with agency management systems
• Experience working with insurance carriers, wholesalers, and underwriting processes
• Demonstrated ability to improve workflows and administrative processes through technology

Physical Requirements

This position requires extended periods of computer use, including reviewing policy documents, processing insurance transactions, maintaining electronic records, and working within multiple agency management systems. The role involves sitting for extended periods while communicating regularly with clients, insurance carriers, wholesalers, lenders, and internal team members via phone, email, and virtual meetings.

MHG Hotels LLC is an equal opportunity employer and does not discriminate on the basis of disability, veteran status, or any other basis protected under federal, state, or local laws. If you are an individual with a disability and need assistance completing the online application, please call View phone number on click.appcast.io. Please leave a message, and a member of our Human Resources team will return your call within three business days. Alternatively, an email may be sent to View email address on click.appcast.io. "Applicant Accommodation" should be included in the subject line of the email.