Customer Service Representative

About the role

The Personal Lines Customer Service Representative position at Liberty Home Port Partner's Office in Pembroke Pines, FL is part of a forward-thinking, award-winning company culture known for its entrepreneurial spirit, positivity, and team-oriented approach. This role focuses on servicing existing accounts and quoting new accounts, requiring strong communication and multi-tasking skills.

Responsibilities

• Bind coverage with required documents/forms and payments
• Manage all activities and workload in agency management system
• Review policies for accuracy
• Communicate regularly and directly with clients and underwriters
• Send out forms to clients that need to be reviewed and then collect payment
• Absorb requests for Certificates of Insurance
• Handle claim calls from clients, and then report claims to the appropriate carrier
• Follow up with clients and adjusters during claims process
• Answer incoming calls from clients with general policy questions
• Process payments from clients
• Assist with quoting activities

Qualifications

• At least 1 year of independent brokerage experience with a 440 license preferred
• Bilingual in Spanish and English
• Outstanding verbal and written communication skills
• Experience using programs within Microsoft Office
• Strong organization skills
• Professional demeanor and appearance
• Friendly and outgoing
• Significant ability to multi-task detailed and complex work
• Strong tendency to always exceed others' expectations