P&C Insurance Customer Service Representative (CSR)

Fortitude Insurance Solutions

Posted about 2 months ago

Full Time

Plantation, Florida

In Person

Smart Summary

Responsibilities

The role involves managing client policy inquiries, processing applications, renewals, and claims, and maintaining accurate records in AMS360. Additionally, the representative will support account managers and the sales team with proposals, quotes, and general office organization.

Qualifications

You have some experience in an insurance agency and are proficient with the Microsoft suite of tools. A friendly phone presence, patience, and strong attention to detail are essential for assisting clients with their policy needs and processing various insurance-related tasks.

Must Have Skills for ATS

AMS360

DocuSign

Microsoft suite

4-40 license

Job Description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Who we are:

We're a small, 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 talk.



 

Fortitude Insurance Solutions

Our mission is to enhance our customers experience by harnessing the power of technology, providing expert coverage review, and delivering unparalleled customer service. We operate with a national footprint from our headquarters in Davie, FL, but still deliver a local agent feel. No matter the business and challenges that come with it, we can help bring tailored insurance solutions that cover all of your needs at an affordable price.
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