Job Description
Client Services Representative (Licensed 440)
Location: Winter Park, FL (Aloma Ave between Goldenrod and SR 436)
Hours: Monday – Friday, 8:30 AM – 4:30 PM
Compensation: Competitive Salary + Incentive Pay
Company Overview:
Affordable One Insurance is a reputable and growing insurance agency located in the heart of Winter Park. We are committed to providing exceptional service and tailored coverage solutions for our clients. We are currently seeking a Licensed 440 Client Services Representative (CSR) to join our team and support our mission of delivering reliable and responsive insurance services.
Position Summary:
The Client Services Representative plays a key role in supporting both new and existing clients, providing expert assistance with personal lines insurance such as Auto, Homeowners, Flood, and other coverage as needed. This is a full-time, in-office position with a competitive base salary and incentive opportunities.
Key Responsibilities:
If you're a licensed professional with a passion for helping others and a strong understanding of personal insurance products, we’d love to hear from you! Please send your resume and cover letter to Jessica at insuranceman@affordablone.com.
Location: Winter Park, FL (Aloma Ave between Goldenrod and SR 436)
Hours: Monday – Friday, 8:30 AM – 4:30 PM
Compensation: Competitive Salary + Incentive Pay
Company Overview:
Affordable One Insurance is a reputable and growing insurance agency located in the heart of Winter Park. We are committed to providing exceptional service and tailored coverage solutions for our clients. We are currently seeking a Licensed 440 Client Services Representative (CSR) to join our team and support our mission of delivering reliable and responsive insurance services.
Position Summary:
The Client Services Representative plays a key role in supporting both new and existing clients, providing expert assistance with personal lines insurance such as Auto, Homeowners, Flood, and other coverage as needed. This is a full-time, in-office position with a competitive base salary and incentive opportunities.
Key Responsibilities:
- Provide exceptional customer service to existing and potential clients via phone, email, and in person
- Assist clients with policy inquiries, quotes, changes, renewals, and billing questions
- Service personal lines of insurance, including Auto, Home, Flood, and other products
- Review and process documentation in accordance with agency procedures
- Ensure client files are accurate and updated in the database system
- Educate clients on coverage options and identify cross-selling opportunities
- Support agency growth goals by assisting with retention and new business initiatives
- Perform other duties as assigned to support overall agency operations
- Must hold an active Florida 440 Insurance License (Customer Representative License)
- Minimum of 1 year experience in insurance customer service or a related role preferred
- Strong knowledge of personal lines insurance products (Auto, Home, Flood, etc.)
- Excellent interpersonal, communication, and organizational skills
- Comfortable working in a fast-paced, client-focused environment
- Proficient with Microsoft Office and agency management systems
- Bilingual (English/Spanish) is a plus, but not required
- Competitive salary based on experience
- Monthly incentive pay based on performance
- Paid time off and holidays
- Supportive team environment with opportunities for growth
If you're a licensed professional with a passion for helping others and a strong understanding of personal insurance products, we’d love to hear from you! Please send your resume and cover letter to Jessica at insuranceman@affordablone.com.
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