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P&C Insurance Customer Service Representative (CSR) at Fortitude Insurance Solutions

Plantation, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

45000.0

Posted On

02 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Policy management, AMS360, DocuSign, Microsoft suite, Attention to detail, Communication, Data entry, Administrative support, Insurance processing

Industry

Insurance

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.

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.