Licensed Insurance Customer Service Representative
Location: Stuart, Florida, United States
Company: S & J Insurance Group
Job Type: Full-time, Hourly
Salary: $17 - $20
Posted: Aug 28, 2025
Application deadline: Nov 7, 2025
Source: ZipRecruiter
S & J Insurance Group is a fast-growing, independent insurance agency serving clients across Florida with personal and commercial insurance solutions. We pride ourselves on next-level customer service, attention to detail, and treating every client like family. Our team is collaborative, supportive, and dedicated to delivering the highest level of service.
The Role:
We are seeking a Customer Service Representative (CSR) Licensed 4-40 who thrives in a fast-paced environment, is detail-oriented, and has a passion for helping clients feel secure and cared for. This is not just a phone answering role this is the first voice and impression of our agency, setting the tone for every client experience.
Benefits
Hourly Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Hands on Training
Paid Holidays
401K
Evenings Off
Career Growth Opportunities
Storm Pay
Paid Continuing Education
Responsibilities
- Serve as the first point of contact for clients, answering calls and providing a welcoming, reassuring experience.
- Assist clients with policy servicing needs, such as auto changes, endorsements, ID cards, and billing inquiries.
- Document and maintain client records accurately in the agency management system (AMS).
- Review carrier dashboards and agency systems to monitor for important client updates, including underwriting requirements or pending cancellations.
- Support agents by routing client requests and ensuring follow-up is handled promptly.
- Contribute to a positive team environment through collaboration and communication.
Requirements
- Current Florida 4-40 Customer Representative License (required).
- Previous insurance CSR experience preferred, but motivated new licensees with strong customer service backgrounds will be considered.
- Strong Communication: Outstanding verbal and written communication skills; ability to reassure clients and provide clear, professional updates.
- Customer-Focused Mindset: Dedicated to delivering an exceptional client experience with every interaction.
- Time Management & Prioritization: Ability to stay punctual, manage daily responsibilities, and prioritize urgent client needs before administrative tasks.
- Attention to Detail: Accurate documentation in the agency management system (AMS) and strong follow-through on client requests.
- Team Collaboration: Works well with colleagues, supports agents with accurate information, and contributes to a positive office culture.
- Problem Awareness: Able to recognize client issues, gather necessary information, and escalate appropriately to ensure timely resolution.
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