Accounting, Billing, Customer Support/Service, Data Collection, Dental Insurance, Detail Oriented, Health Insurance, Insurance, Microsoft Product Family, Organizational Skills, Record Keeping, Sales, Sales Management, Sales Proposals, Spanish Language, Telephone Skills, Training/Teaching, Vision Plan
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Who we are:
We're a busy independent insurance agency looking for a CSR to help keep our office running smoothly. You'd be working directly with our account managers, sales team, and clients — a little bit of everything from processing policy changes to answering the phone to making sure our files are where they should be.
What you'd actually be doing:
- Helping clients with policy questions, certificates, invoices, and everything in between
- Processing applications, renewals, endorsements, cancellations, and claims
- Keeping client records clean and current in AMS360
- Working with account managers and carriers on quotes, endorsements, and follow-ups
- Helping the sales team put proposals together, gather information and keep their files organized
- Pitching in wherever the day takes you because small offices mean everyone wears a few hats
What we're hoping you bring:
- Some experience in an insurance agency (we'll teach you what you don't know)
- A Florida 4-40 license, or willingness to get one
- Proficient with the usual Microsoft suite of tools
- Experience with AMS360 and DocuSign is a plus
- Solid attention to detail: this job rewards people who notice the small stuff
- A friendly phone presence and the patience to walk someone through their policy
- Bonus points for any accounting background or Spanish fluency
The setup:
In-office, full-time. You'll sit next to people who actually know your name, and there's real room to grow as the agency does. Competitive pay, benefits, and a team that doesn't take itself too seriously but always puts our clients first.
If this sounds like your kind of place, send us a resume, we'd love to chat.
F
Fortitude Insurance Solutions