Customer Service Representative (Insurance CSR)
We are seeking an energetic, organized professional who is looking for long-term employment in a fast-growth, team-oriented atmosphere. The ideal candidate has a positive, can-do attitude, excellent telephone and written communication skills, and a highly professional, people-focused demeanor.
We’re looking for someone detail-oriented, proactive, and comfortable balancing multiple priorities. A passion for organization, efficiency, and client service is essential.
About Us
We are a growing organization in the insurance sector with a strong focus on innovation, teamwork, and long-term career development. Our team values professionalism, collaboration, and a client-first approach. Employees are encouraged to grow their skills, build lasting relationships, and contribute to a supportive and high-performing workplace.
Position Summary
This role begins as an Insurance CSR providing administrative and client support to a team of account managers, with a career path toward becoming a Licensed Insurance Customer Service Representative and Licensed Insurance Agent. Training and licensing sponsorship are available for qualified candidates.
In this position, you’ll work directly with clients, helping address insurance needs, processing requests, and ensuring an excellent customer experience. Strong communication skills and a client-first mindset are required.
Essential Functions
- Provide administrative and client support to account managers and team members
- Answer and direct incoming phone calls
- Greet and assist visitors
- Update and maintain client contact information
- Process routine requests such as proof of insurance, lien-holder changes, ID card requests, and reporting
- Assist with policy reviews, follow-ups on past-due premiums, and retention initiatives
- Document customer interactions in the management system
- Recommend coverage options by collecting and analyzing client information
Knowledge & Skills
- Strong interpersonal, phone, and written communication skills
- Desire to deliver excellent customer service and build long-term relationships
- Attention to detail with accurate data entry skills
- Strong organizational and multitasking abilities
- Professional telephone etiquette
- Ability to thrive in a team environment and under deadlines
- Proficiency with Microsoft Office and general computer skills
Qualifications
- Undergraduate degree
- Willingness to obtain Florida Property & Casualty 4-40 or 2-20 License (sponsorship available)
- Spanish fluency is a plus
- Background check required
Compensation & Benefits
- Salary: $40,000
- Bonus structure tied to production, goals, and cross-selling opportunities
- Comprehensive benefits package, including:
- Health, Dental, and Vision Insurance
- Accident, Life & Disability Coverage
- 401(k)
- PTO / Paid Sick Leave
- Additional benefits
Job Type: Full-time
Job Type: Full-time
Pay: $40,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
Experience:
- Customer Service: 1 year (Preferred)
- Insurance: 1 year (Preferred)
License/Certification:
- 440 or 220 insurance license (Preferred)
Ability to Commute:
- Naples, FL 34109 (Required)
Work Location: In person
