• WEST PALM BEACH, FL
  • Full-time
22 days ago

Job Description

Benefits:
  • Employee discounts
  • Health insurance
  • Paid time off

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

LocationWEST PALM BEACH, FL
Job TypeFull-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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