Benefits:

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.