Agent: Service Team

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• Employment Eligibility (e-Verify): English & Spanish
• Right to work: English / Spanish

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Position Overview

The Insurance Agent is responsible for providing exceptional customer service and support to clients regarding their insurance policies. This role involves a blend of customer interaction, administrative duties, and sales responsibilities to ensure clients are informed, satisfied, and adequately covered. This includes handling inbound calls from consumers and making outbound calls to consumers about policies held within the agency. The agent must have knowledge of property insurance and excellent customer service skills.

Duties and Responsibilities:

• Answer a high volume of inbound calls relating to homeowner’s insurance policies
• Resolve customer grievances
• Gain cursory knowledge of UPCIC manuals, guidelines, policies and procedures
• Quote, bind and obtain new policies for the agency through agent of record changes.
• Cross-sell
• Answer questions about products and services
• Process endorsements and policy changes
• Take payments on new and existing accounts
• Note details of all calls and transactions on file.
• Ability to accomplish daily goals
• Have regular and reliable attendance
• Adhere to policies and procedures of employee handbook
• Perform other duties as assigned

Skills and Qualifications:

• 2-20 or 20-44 insurance license with the Florida Department of
• Financial Services
• 4-40 insurance license acceptable, at minimum the 20-44 must be attained within 60 days of hire
• Spanish speaking preferred
• Proficient in Microsoft
• Office including Word, Excel and Outlook
• Reading, writing, typing and computing skills necessary to do the job

Benefit Highlights

• Industry leading medical, dental and vision insurance plan
• 401(k) Retirement Plan with a company match of 100%  on up to 5% of compensation (match is fully-vested immediately)
• Generous PTO policy
• Eligible for performance based bonuses