Customer Service Representative (CSR) - Personal Lines

Florida 4-40 or 2-20 License Required - Very Competitive Compensation
Jun 26, 2018
Aug 25, 2018
Job Type
Full Time


The ideal candidate will be extremely customer service oriented and represent the agency with the highest ethical standards with a minimum of 3 years of industry experience. The candidate must be an exceedingly effective communicator and possess the skills to consult with customers. This is a fast-paced environment and requires the ability to multi-task and prioritize on a daily basis.


  • Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect.
  • Rate policies and be familiar with carrier underwriting guidelines.
  • Provide superior customer service to clients as defined by our agency culture.
  • Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
  • Report issues and follow up for resolutions with carriers and clients.
  • Assist in data entry, projects, or similar tasks as assigned.
  • Handle routine correspondence between carriers, agency and insured.
  • Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Florida 4-40 or 2-20 License Required.

  • High School Diploma/GED Required
  • 3 or more years’ experience in personal lines insurance
  • Solid understanding of all lines of Personal insurance
  • Ability to build rapport with each customer through active listening
  • Experience dealing with multiple insurance carriers
  • Knowledge of Applied Rater, Comparative Rater System beneficial
  • Knowledge of HawkSoft Agency Management System beneficial
  • Proficient with Microsoft Word, Outlook, and Excel


To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

  • Superior customer service skills
  • Ethical
  • Supportive of organizational efforts and policies
  • Motivation
  • Dependable
  • Organizational & time management skills
  • Team Player
  • Professional demeanor

WORK ENVIRONMENT: This job operates in a professional office environment.  Business dress is required.

REPORTS TO:  Agency Owner

POSITION TYPE:  Non-Exempt, Full-Time.  Paid Over-Time.


  • Competitive Compensation Plan
  • Medical Benefits
  • Paid Continuing Education
  • Advancement Opportunities

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