Insurance Customer Service Representative CSR

Job Description

Job Description

Customer Service Representative

WhitCo Insurance Agency - Tampa, a locally owned independent insurance agency, is seeking a highly motivated and driven individual to join our team as a Customer Service Representative. This is an excellent opportunity for a competitive candidate looking to build a long-term career with strong growth potential within the agency. You will receive one-on-one training from the agency owner, along with ongoing coaching and development to support your success. In this role, you will gain the essential knowledge and skills of an insurance professional, including active listening and critical thinking, allowing you to effectively assess customer needs and deliver tailored solutions with confidence.

Key Responsibilities:
• Deliver clear, courteous, and solution-oriented support to enhance the overall customer experience
• Provide prompt, accurate, and friendly service to clients
• Respond to customer inquiries regarding coverage options, eligibility, policy changes, transfers, mortgagee requests, and issuance of Auto ID cards
• Manage and prioritize incoming communications (email, mail, fax, voicemail), ensuring timely follow-up
• Assist clients with basic billing questions and escalate complex issues as needed
• Maintain accurate and detailed records of customer interactions in agency systems
• Build and maintain strong customer relationships through initiative-taking follow-up
• Learn and stay up to date on insurance products and carrier guidelines
• Document all account activity in HawkSoft
• Support agency marketing and branding efforts
• Continuously expand knowledge of insurance coverage and underwriting appetites
• Perform additional duties as assigned by management

Qualifications:
• Active Florida 4-40 or 2-20 insurance license (required)
• Prior experience as an insurance CSR or agent preferred
• Strong communication skills with the ability to assist customers and collaborate with team members
• High level of professionalism, integrity, and customer-focused mindset
• Excellent multitasking and problem-solving abilities
• Ability to thrive in a fast-paced environment and navigate multiple systems efficiently
• Strong organizational skills with attention to detail
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Bilingual in Spanish is a plus
• Experience with HawkSoft is a plus
Schedule:
• Part time or Full time
Benefits:
• On-the-job training
• Paid time off
• Professional development assistance