Customer Service Representative
Carper Consulting, Sun City Center, FL, United States
Insurance Customer Service Representative
A locally trusted, relationship-focused insurance agency providing personalized coverage solutions across auto, home, renters, flood, umbrella, and other personal lines. The team is known for delivering responsive, consultative service and building long-term client relationships—not transactional interactions.
Position Overview
We are seeking a licensed Customer Service Representative to serve as a key point of contact for clients. This is a
service first role
focused on helping customers manage and understand their policies, make updates, and ensure proper coverage. This is
not a high-pressure sales role ; the primary focus is client support and relationship building. That said, there are opportunities to upsell or enhance coverage when appropriate, with additional incentives provided.
Key Responsibilities
Assist clients with servicing existing policies (updates, changes, renewals, billing inquiries)
Respond to inbound calls, emails, and service requests in a timely, professional manner
Support clients across multiple personal lines products including auto, home, renters, flood, umbrella, and more
Conduct basic coverage reviews and help clients understand their policies and options
Process policy changes and maintain accurate client records
Assist clients with online tools and policy management platforms
Identify opportunities to improve or expand coverage when appropriate (incentivized, not required)
Qualifications
Active Florida 4-40 Customer Representative license (required)
Prior insurance agency or customer service experience preferred
Strong communication skills with a client-first, relationship-driven mindset
Highly organized with strong attention to detail
Comfortable handling multiple tasks in a fast-paced environment
Tech-savvy and able to learn agency management systems
Base salary: $40,000 – $50,000 (depending on experience)
Additional earnings through upsell incentives (“spiffs”)
Hybrid schedule: 3 days in office / 2 days remote, 8:30am – 4:30pm
$300/month stipend toward health insurance (no employer-sponsored plan)
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A locally trusted, relationship-focused insurance agency providing personalized coverage solutions across auto, home, renters, flood, umbrella, and other personal lines. The team is known for delivering responsive, consultative service and building long-term client relationships—not transactional interactions.
Position Overview
We are seeking a licensed Customer Service Representative to serve as a key point of contact for clients. This is a
service first role
focused on helping customers manage and understand their policies, make updates, and ensure proper coverage. This is
not a high-pressure sales role ; the primary focus is client support and relationship building. That said, there are opportunities to upsell or enhance coverage when appropriate, with additional incentives provided.
Key Responsibilities
Assist clients with servicing existing policies (updates, changes, renewals, billing inquiries)
Respond to inbound calls, emails, and service requests in a timely, professional manner
Support clients across multiple personal lines products including auto, home, renters, flood, umbrella, and more
Conduct basic coverage reviews and help clients understand their policies and options
Process policy changes and maintain accurate client records
Assist clients with online tools and policy management platforms
Identify opportunities to improve or expand coverage when appropriate (incentivized, not required)
Qualifications
Active Florida 4-40 Customer Representative license (required)
Prior insurance agency or customer service experience preferred
Strong communication skills with a client-first, relationship-driven mindset
Highly organized with strong attention to detail
Comfortable handling multiple tasks in a fast-paced environment
Tech-savvy and able to learn agency management systems
Base salary: $40,000 – $50,000 (depending on experience)
Additional earnings through upsell incentives (“spiffs”)
Hybrid schedule: 3 days in office / 2 days remote, 8:30am – 4:30pm
$300/month stipend toward health insurance (no employer-sponsored plan)
#J-18808-Ljbffr