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Insurance Customer Service Rep

ELLIOT PLANNING LIMITED, St. Petersburg, FL, United States


Family First Financial is a family‑owned insurance agency founded in 2006 with a simple mission: to treat every client like part of the family. We take pride in educating our clients and helping them make confident, informed decisions about their coverage. Our team is built on trust, collaboration, and integrity, creating a supportive workplace where employees thrive both personally and professionally.

We are seeking an

Insurance Customer Service Representative

who is friendly, reliable, and driven to make a positive impact on our clients and team. In this role, you will provide top‑quality service by assisting clients with policy changes, answering coverage questions, and supporting our sales and retention efforts. You’ll be part of a collaborative, client‑focused environment that values honesty, education, and long‑term relationships.

Apply today!

Benefits

Annual Base Salary (Experience based)

Paid Time Off (PTO)

Hybrid Remote Work Available after probationary period

Flexible schedule

Bonus/Commission opportunities for cross‑selling/account rounding & retention

Monday‑Friday schedule with evenings & weekends off

Health benefits

401K/Simple Plan

Hands‑on Training

Tuition Reimbursement

Career Growth Opportunities

Commissions

Responsibilities

Assess client needs and recommend appropriate coverage options

Quote, rewrite, and cross‑sell policies to existing customers

Process policy changes, renewals, and updates accurately

Maintain thorough knowledge of carriers, pricing, and coverage details

Build and maintain positive, lasting relationships with clients

Organize and prioritize daily tasks to meet service goals

Support a team‑driven culture focused on customer education and satisfaction

Requirements

Active 4‑40, 2‑20, or 20‑44 insurance license (required)

1 year prior insurance customer service experience

Excellent communication and interpersonal skills

Positive, patient, and professional demeanor

Strong organizational and multitasking abilities

Sales‑oriented mindset with genuine care for client needs

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