Licensed Customer Service Representative (4-40)

About the role

Benchmark Insurance Agency is seeking a Licensed Customer Service Representative (4-40) to join our growing team in St. Augustine, Florida. This role is ideal for an insurance professional who thrives in a fast-paced agency environment and enjoys both administrative and client-facing responsibilities.

Responsibilities

• Providing outstanding customer service to existing and prospective clients.
• Answering and routing phone calls, responding to inquiries, and assisting customers with insurance-related questions.
• Processing policy change requests and ensuring accurate documentation.
• Following up with carriers to confirm endorsements and policy updates.
• Assisting with underwriting, rewrites, re-quotes, reinstatements, and policy cancellations.
• Obtaining required underwriting information, signatures, applications, and supporting documentation.
• Managing policy renewals and reviewing billing accounts with insureds.
• Processing customer payments.
• Updating and maintaining accurate client records within the agency management system.
• Providing proof of insurance documents, including binders, certificates, ID cards, endorsements, declarations pages, and evidence of property forms.
• Documenting all customer interactions in accordance with agency procedures.
• Supporting general administrative duties, departmental projects, reporting, and office operations.

Requirements

• Active Florida 4-40 Customer Representative License.
• High school diploma or equivalent.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Professional demeanor and ability to maintain confidentiality.
• Strong problem-solving skills and ability to work both independently and collaboratively.

Preferred Qualifications

• Previous insurance agency experience.
• 2+ years of administrative, office support, or customer service experience.
• Experience with Applied Epic or other agency management systems.
• Knowledge of personal lines insurance servicing and policy administration.

Benefits

• Employee health, dental, and vision
• 401(k) retirement plan
• Employer-paid group life insurance
• Paid time off
• Paid holidays
• Paid bereavement leave
• Gym membership reimbursement
• Employee referral bonus program
• Opportunity to work with a knowledgeable and supportive team
• Professional growth within a respected insurance agency

Pay

$17.00 per hour

Schedule

Full-time position (40+ hours per week)

Location

Benchmark Insurance Agency
270-1 Land Grant Street
St. Augustine, FL 32092
This is an on-site position.

Why Join Us

• Established and respected independent insurance agency
• Collaborative, client-focused culture
• Opportunity to expand your insurance knowledge and career
• Meaningful role supporting clients, team members, and agency success