Insurance Customer Service Rep (copy1)

About the role

Family First Financial is a family-owned insurance agency founded in 2006 with a simple mission: to treat every client like part of the family. We take pride in educating our clients and helping them make confident, informed decisions about their coverage. Our team is built on trust, collaboration, integrity, and friendliness, creating a supportive workplace where employees thrive both personally and professionally.

Responsibilities

• Provide top-quality service by assisting clients with policy changes, answering coverage questions, and supporting our sales and retention efforts.
• Part of a collaborative, client-focused environment that values honesty, education, and long-term relationships.
• Generate renewal quotes for home and auto insurance policies, ensuring clients have the right coverage at competitive rates.
• Manage client interactions using our agency management system, document policy changes, and maintain up-to-date client records.
• Obtain necessary applications, paperwork, and payments from clients and submit them to carriers, ensuring everything is documented accurately in our system.
• Oversee the post-sale process, ensuring all files are closed and documented properly.
• Assess client needs and recommend appropriate coverage options.
• Process policy changes, renewals, and updates accurately.
• Maintain thorough knowledge of carriers, pricing, and coverage details.
• Identify and implement cross-selling strategies to enhance client coverage and expand their insurance portfolio.

Requirements

• Experience: At least 2 years of experience in Florida independent agency home and auto insurance.
• Licensing: Must hold a 2-20 or 20-44 insurance license (If you have a 4-40 license, we will sponsor you to take the test for a 20-44).
• Technical Skills: Experience with Quoterush, EzLynx, and/or QQCatlyst is highly desirable.
• Knowledge: Strong understanding of insurance coverage options and the products offered by the agency’s carriers.
• Communication Skills: Excellent verbal, written, and interpersonal communication skills.

Qualifications

• Must be able to work flexible hours, including evenings and weekends.
• Must be able to work remotely after an initial in-office training period.

Skills

• Excellent verbal, written, and interpersonal communication skills.
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Proficiency with Microsoft Office Suite.

Benefits

• Paid time off (PTO)
• Flexible schedule
• Bonus/Commission
• Health Insurance Benefits
• 401K/Simple plan

Pay

Annual Salary: $50,000-$65,000 per year + commission

Schedule

Monday-Friday schedule with evenings and weekends off

Location

6100, Doctor Martin Luther King Junior Street North, St. Petersburg, FL, 33703, US

Job Type

Full-Time

Job Category

Customer Service Representative