Bilingual CSR

Agency: SAVI Insurance Group, Orlando Florida

Property & Casualty Insurance AgencyLocation: Orlando, Florida (Hybrid Position) Compensation: $15.00 - $22.00 per hour, based on experience Schedule: Part-Time

Position Overview

We are seeking a customer-focused and detail-oriented Part-Time Customer Service Representative (CSR) to join our growing Property & Casualty insurance agency. This position is ideal for an individual who enjoys helping clients, solving problems, and working in a fast-paced professional environment.

The successful candidate will receive comprehensive training in agency operations, insurance products, and customer service procedures. Following successful completion of training and the probationary period, this position will transition to a hybrid work arrangement, allowing remote work with occasional in-office meetings, training sessions, and team events.

The successful candidate will play an important role in supporting both our clients and licensed insurance agents by handling customer service inquiries, preparing quotes, tracking outstanding requirements, and assisting with the daily servicing of personal and commercial insurance accounts.

Training & Probationary Period

• Comprehensive on-the-job training provided
• Three-month probationary period
• During training and probation, employees may be required to work primarily from the office to support learning and development
• Upon successful completion of training and probation, the position will become hybrid, combining remote work with occasional in-office attendance

Key Responsibilities

• Provide exceptional customer service to existing and prospective clients.
• Answer incoming calls, emails, and customer inquiries in a professional and timely manner.
• Support licensed agents by preparing insurance quotes, gathering information, and assisting with policy servicing activities.
• Follow up with clients, carriers, and third parties regarding outstanding documentation, underwriting requirements, and policy-related requests.
• Assist clients with policy changes, billing questions, coverage inquiries, and general service requests.
• Process new business, endorsements, renewals, and other insurance-related documentation.
• Maintain accurate client records within the agency management system.
• Monitor and track pending items to ensure timely completion and excellent customer service.
• Support agency staff with administrative and operational tasks as needed.
• Maintain confidentiality and comply with agency procedures and regulatory requirements.

Qualifications

Required

• High school diploma or equivalent
• Strong customer service and communication skills
• Excellent organizational and multitasking abilities
• Proficiency with Microsoft Office and general computer applications
• Ability to work independently and as part of a team
• Professional telephone and email etiquette

Preferred

• Previous customer service, administrative, or insurance industry experience
• Property & Casualty insurance experience
• Active Florida 4-40, 2-20, or 20-44 insurance license (preferred but not required)
• Experience with agency management systems

What We Offer

• Competitive hourly pay of $15.00 - $22.00 per hour, depending on experience
• Paid training and professional development opportunities
• Supportive and collaborative work environment
• Opportunity to build a career in the insurance industry
• Hybrid work flexibility after successful completion of training and probation

How to Apply

If you are motivated, customer-focused, and interested in building a career in the insurance industry, we encourage you to apply. Please submit your resume along with a brief summary of your customer service experience.

Equal Opportunity Employer

We are committed to creating an inclusive workplace and welcome applications from candidates of all backgrounds and experiences.