Insurance Customer Service Representative

Heart of Florida Insurance Group

  • Lady Lake, FL
  • 4 days ago

    Highlights

    Heart of Florida Insurance is a locally based insurance agency serving clients from its main office in Minneola, FL as well as their sub branches in Palm Coast, FL and Lady Lake, FL. Heart of Florida Insurance values integrity, clear communication, and long-term client relationships, creating a supportive environment for both customers and staff.

    Numbers & Facts

    LocationLady Lake, FL

    Description

    Heart of Florida Insurance is a locally based insurance agency serving clients from its main office in Minneola, FL as well as their sub branches in Palm Coast, FL and Lady Lake, FL. The company focuses on providing accessible and personalized insurance solutions to individuals and businesses in the surrounding communities. Team members work closely with customers to help them understand coverage options and make informed decisions. Heart of Florida Insurance values integrity, clear communication, and long-term client relationships, creating a supportive environment for both customers and staff.

    Salary Range: $40000.00 - $60000.00 per year


    Benefits

    Annual Base Salary + Commission + Bonus Opportunities

    Health Insurance

    Dental Insurance

    Disability Insurance

    Paid Time Off (PTO)

    Vision Insurance

    Mon-Fri Schedule

    Career Growth Opportunities

    401K


    Responsibilities

    • Present and sell insurance policies to new and existing clients.
    • Resolve client inquiries and complaints.
    • Comply with insurance standards and regulations.
    • Provide excellent customer service to new and existing clients.
    • Building positive relationships with new and affiliated insurance companies
    • Processing Policy renewals, endorsements, and payments with various insurance carriers.

    Requirements
    • Active Florida 4-40 or 2-20 insurance license.
    • Solid experience handling insurance policies and client inquiries.
    • Clear, empathetic, and professional communication style.
    • Proficiency with agency management systems and standard office software.
    • High attention to detail when managing policy documentation.
    • Ability to solve problems independently while keeping the client's best interest at heart.

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