Job title: Insurance Customer Services Representative in Lakeland, FL at Palm Beach Insurance Advisory Group II
Company: Palm Beach Insurance Advisory Group II
Job description: Are you a customer service professional eager to grow your career in the insurance industry? Palm Beach Insurance Advisory Group II is seeking a dedicated Insurance Customer Service Representative to join our team. In this role, you’ll deliver exceptional support to our policyholders by resolving billing inquiries, updating policies, and offering tailored policy recommendations. You’ll also assist new and prospective clients by generating quotes and providing expert coverage guidance.We’re looking for someone with proven customer service experience, a knack for building strong client relationships, and a passion for helping others. If this sounds like you, we’d love to see your application today!Responsibilities:
About Palm Beach Insurance Advisory Group IIPalm Beach Insurance Advisory Group II is a family-owned and operated independent insurance agency with locations across Florida. With over 40 years of experience, we’re committed to providing top-tier service and expertise across all lines of insurance. Joining our team means more than just a job—it’s an opportunity to become part of a tight-knit family dedicated to growth, excellence, and client satisfaction.Ready to take the next step? Apply today and join us in shaping the future of insurance!
Expected salary:
Location: Lakeland, FL
Apply for the job now! Apply Now
Company: Palm Beach Insurance Advisory Group II
Job description: Are you a customer service professional eager to grow your career in the insurance industry? Palm Beach Insurance Advisory Group II is seeking a dedicated Insurance Customer Service Representative to join our team. In this role, you’ll deliver exceptional support to our policyholders by resolving billing inquiries, updating policies, and offering tailored policy recommendations. You’ll also assist new and prospective clients by generating quotes and providing expert coverage guidance.We’re looking for someone with proven customer service experience, a knack for building strong client relationships, and a passion for helping others. If this sounds like you, we’d love to see your application today!Responsibilities:
- Engage with customers to address inquiries and complaints, delivering effective solutions and following up to ensure satisfaction.
- Track and manage customer interactions, ensuring all policy-related questions are fully resolved.
- Verify coverage for new clients and provide policyholders with accurate proof of insurance documentation.
- Stay informed on the latest marketing initiatives and insurance tools to confidently answer client questions.
- Handle inbound calls related to policy concerns, complaints, and general inquiries with professionalism and care.
- Bilingual in English and Spanish (preferred). Not required.
- On-site position (remote work will be available in the future).
- Exceptional communication, active listening, and interpersonal skills.
- Previous experience in a customer-facing or customer service role (required).
- Basic knowledge of insurance policies and schedules (preferred).
- Proficiency in Microsoft Office and customer relationship management (CRM) software.
- Must have at least a 440 Insurance CSR License to qualify for the position.
About Palm Beach Insurance Advisory Group IIPalm Beach Insurance Advisory Group II is a family-owned and operated independent insurance agency with locations across Florida. With over 40 years of experience, we’re committed to providing top-tier service and expertise across all lines of insurance. Joining our team means more than just a job—it’s an opportunity to become part of a tight-knit family dedicated to growth, excellence, and client satisfaction.Ready to take the next step? Apply today and join us in shaping the future of insurance!
Expected salary:
Location: Lakeland, FL
Apply for the job now! Apply Now