Insurance Customer Representative / Office Assistant

Key Responsibilities

Assist with servicing commercial and personal insurance policies
Monitor policy renewals, endorsements, cancellations, certificates, applications, deadlines, and pending items
Communicate professionally with clients, insurance carriers, wholesalers, and lenders via phone and email
Respond to client inquiries and assist in resolving policy service issues
Prepare and process insurance applications, certificates of insurance, endorsements, change requests, and related documentation
Organize and maintain client files, policy documents, agency records, and electronic correspondence
Follow up on outstanding signatures, premium payments, underwriting requirements, loss runs, and policy subjectivities
Maintain agency management systems, spreadsheets, task lists, and internal tracking reports
Utilize AI tools to draft correspondence, summarize documents, organize information, and improve administrative workflows
Provide day-to-day support to producers and licensed insurance agents
Identify opportunities to improve processes, increase efficiency, and help keep agency operations running smoothly
Maintain accurate records while ensuring timely completion of assigned tasks and client requests
Required Qualifications

Active Florida 4-40 Customer Representative License
Strong organizational skills with exceptional attention to detail
Excellent written, verbal, and interpersonal communication skills
Proficiency with Microsoft Outlook, Word, Excel, PDF software, and online carrier and wholesaler portals
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong problem-solving skills with the ability to work independently and take initiative
Comfortable using AI tools such as ChatGPT, Claude, Microsoft Copilot, or similar platforms to improve productivity
Dependable, professional, and committed to delivering exceptional customer service
Preferred Qualifications

Previous insurance agency experience
Experience supporting commercial and personal insurance accounts
Familiarity with agency management systems
Experience working with insurance carriers, wholesalers, and underwriting processes
Demonstrated ability to improve workflows and administrative processes through technology
Physical Requirements

This position requires extended periods of computer use, including reviewing policy documents, processing insurance transactions, maintaining electronic records, and working within multiple agency management systems. The role involves sitting for extended periods while communicating regularly with clients, insurance carriers, wholesalers, lenders, and internal team members via phone, email, and virtual meetings.