About the Role: B-SAFE Insurance Inc. is looking for a motivated and personable Customer Service Representative to join our team in West Palm Beach, FL! In this role, you'll be the friendly face and voice of our agency, helping clients navigate their insurance needs with confidence and care. If you love building relationships and making a difference, this is the opportunity for you!
Responsibilities:
Serve as the primary point of contact for clients, answering inquiries via phone, email, and in-person
Assist clients with policy questions, coverage explanations, and insurance documentation
Process policy changes, renewals, and endorsements accurately and efficiently
Handle customer complaints and resolve issues in a timely and professional manner
Support insurance agents with administrative tasks and client follow-ups
Maintain and update client records in the agency management system
Identify opportunities to cross-sell or upsell insurance products to existing clients
Requirements:
Prior customer service experience, preferably in insurance or financial services
Florida 4-40 Customer Representative License or 2-20 General Lines License (or willingness to obtain)
Strong verbal and written communication skills
Proficiency with computer systems and agency management software
Detail-oriented with strong organizational and multitasking abilities
Bilingual (English/Spanish) a plus in the West Palm Beach market
Positive, client-first attitude with a team-player mentality
About Us: B-SAFE Insurance Inc. is a trusted insurance agency serving the West Palm Beach, FL community with a commitment to protecting what matters most to our clients. We pride ourselves on delivering personalized service and comprehensive coverage options that give our customers true peace of mind. Our team enjoys a supportive work environment where growth, integrity, and client satisfaction are at the heart of everything we do.
Numbers & Facts
Location
WEST PALM BEACH, FL
Job Type
Full-time
Skills
Administrative Skillsunmatched
Communication Skillsunmatched
Computer Skillsunmatched
Computer Systemsunmatched
Cross-Sellingunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
English Languageunmatched
Financial Servicesunmatched
Health Insuranceunmatched
Insuranceunmatched
Insurance Documentationunmatched
Insurance Salesunmatched
Multilingualunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Resolve Customer Issuesunmatched
Spanish Languageunmatched
Systems Administration/Managementunmatched
Team Playerunmatched
Time Managementunmatched
Up-Sellingunmatched
Writing Skillsunmatched
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