Customer Service Representative

Job Summary

A customer-focused insurance organization is seeking a detail-oriented Customer Service Representative to support Property & Casualty and Workers’ Compensation operations. This position serves as a key point of contact for clients and internal team members, providing responsive service while assisting with data collection, reconciliation, documentation, and administrative functions.

The ideal candidate is organized, accurate, professional, and comfortable working in a collaborative, fast-paced environment. This role requires strong communication skills, a customer-first mindset, and the ability to manage multiple priorities while supporting underwriting, risk control, and sales functions.

Responsibilities

• Partner with internal departments to provide timely, accurate, and professional customer service.
• Answer and appropriately route incoming calls related to Property & Casualty and Workers’ Compensation services.
• Assist clients with online portal access, claims submissions, and completion of required forms.
• Generate quotes, endorsements, certificates of insurance, surety bonds, invoices, and related documentation.
• Review builders risk applications and assist with associated processing.
• Collect and compile applications, supporting documentation, and other data for underwriters, reinsurers, and relevant stakeholders.
• Perform administrative functions supporting Property & Casualty and Workers’ Compensation operations.
• Reconcile property schedules, loss experience, payroll audits, exposure information, and other data.
• Communicate with clients and internal team members to assist with questions regarding coverage and departmental processes.
• Support underwriting and sales teams with assigned responsibilities throughout renewal cycles.
• Follow departmental procedures, guidelines, and best practices.
• Ensure inquiries are directed to the appropriate team member when additional assistance is required.
• Assist with special projects and other duties as assigned.

Qualifications/Requirements

• Associate degree or relevant insurance industry experience required.
• Strong written and verbal communication skills.
• Ability to consistently produce accurate, high-quality work.
• Excellent attention to detail and organizational skills.
• Strong time management skills with the ability to manage multiple responsibilities.
• Ability to work effectively both independently and collaboratively.
• Demonstrated professionalism when interacting with clients and colleagues.
• Flexible and adaptable with the ability to learn new processes and responsibilities on the job.
• Ability to spend several hours per day working at a computer and sitting or standing at a workstation.
• Ability to move throughout a standard office environment as needed.
• Regular, punctual, and consistent attendance required.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Producer – Commercial Insurance Brokerage

Job Summary

Seeking a motivated and ambitious individual to join a brokerage team as a Producer in Tampa. This is an excellent opportunity for an associate-level professional with 2-3 years of commercial insurance experience ready to take the next step in their career. The ideal candidate will have a background in wholesale insurance, though candidates with agency experience will also be considered. This role offers a structured training program, a collaborative team environment, and the opportunity to build your own book of business.

Compensation Package

• Salary: $60,000 - $80,000 annually
• Benefits: Comprehensive benefits package
• Commission: Eligible for a commission structure upon completion of training

Responsibilities

• Participate in a comprehensive 6-month training program, including shadowing experienced producers and learning the workflow.
• Collaborate with the Tampa team, which includes 3 producers and 2 associates, in a non-competitive, team-oriented environment.
• Build and manage your own book of business after completing the training program.
• Work closely with support staff to handle pre-binding work efficiently.
• Maintain strong relationships with clients and provide exceptional service to meet their commercial insurance needs.

Qualifications/Requirements

• 2-3 years of experience in commercial insurance, preferably in a wholesale environment (agency experience will also be considered).
• Strong interpersonal and communication skills.
• A proactive and self-motivated attitude with a desire to grow and succeed in a producer role.
• Ability to work collaboratively in a team-oriented environment.
• Willingness to undergo a structured training program and adapt to a hybrid work schedule after training.

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Employee Benefits Account Manager

Job Summary

Seeking a dedicated and detail-oriented Employee Benefits Account Manager to join a growing team. This role is pivotal in managing and servicing a high volume of employee benefits accounts, ensuring client satisfaction and seamless operations. The ideal candidate will have a strong background in employee benefits, excellent organizational skills, and a passion for delivering exceptional service. This position offers opportunities for professional growth and development within a collaborative and supportive work environment.

Compensation Package

• Base Salary: $50,000 - $70,000 (depending on experience)
• Commission: Guaranteed commission structure with potential for growth
• Benefits: Comprehensive benefits package, including medical, dental, vision, and 401(k)

Responsibilities

• Manage a high-volume book of business, including small and large group accounts.
• Handle daily service tasks such as claims and billing issues, terms, enrollments, adds, assisting with applications, and processing change requests.
• Act as the primary point of contact for clients, explaining new benefits and conducting open enrollment meetings.
• Collaborate with analysts to understand and manage RFPs.
• Quote new and renewal business as needed.
• Maintain detailed records and ensure accuracy in all client interactions.
• Provide exceptional customer service and build strong client relationships.
• Participate in sales opportunities and bring in new relationships, with incentives for successful contributions.

Qualifications/Requirements

• Experience: Minimum of 3+ years in employee benefits account management (candidates with less experience may be considered).
• Licenses/Designations: Life and Health (L&H) license preferred (support available to obtain licensing if needed).
• Technical Skills: Proficiency in Excel and familiarity with software such as Imageright, BenefitPoint, Ease, and Employee Navigator.
• Knowledge: Strong understanding of medical, dental, vision, and ancillary benefits terminology.
• Soft Skills: Exceptional problem-solving abilities, attention to detail, ability to manage high volumes of work, and strong communication skills.
• Work Ethic: Self-motivated, collaborative, and able to thrive in a fast-paced environment.

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