ABOUT US

We are a family-owned insurance agency serving the South Florida community with a strong focus on customer care and attention to detail. Our close-knit team works collaboratively to ensure clients receive the best service possible.

PREFERRED SKILLS & EXPERIENCE

• State of Florida 2-20 or 4-40 Insurance License
• Knowledge of AMS - Applied Systems preferred, but not required
• Proficient in Excel and Word (Required)
• 1-2 years’ experience in Commercial Lines Insurance

ABOUT THE ROLE

This position will be responsible for supporting the team’s Account Manager in order to provide accurate, courteous, and prompt service to customers, insurance companies, and sales reps regarding the assigned accounts. This role is an opportunity to develop and grow into an eventual Account Manager/Executive.

KEY RESPONSIBILITIES

• Receive, review and process incoming mail daily, reassign to the Account Manager if their attention is required.
• Process transactions within customer files as provided by the Account Manager
• Perform various rating calculations and quotations as requested.
• Follow-up on customer file suspense according to agency guidelines
• Perform other duties as assigned