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Applied Insurance Advisor Reviews Jobs in Florida

Webb Insurance Group

Be Seen First

Personal Lines Insurance CSR

Hudson, FL · On-site

$52K - $68K/yr

... Advisor / Customer Service Representative. In this role, you will assist clients with policy ... Review and process policy changes, endorsements, and cancellations * Provide guidance to clients on ...

Webb Insurance Group

Be Seen First

Personal Lines Insurance CSR

Hudson, FL · On-site

$52K - $68K/yr

... Advisor / Customer Service Representative. In this role, you will assist clients with policy ... Review and process policy changes, endorsements, and cancellations * Provide guidance to clients on ...

Webb Insurance Group

Be Seen First

Personal Lines Insurance CSR

Tampa, FL · On-site

$56K - $68K/yr

... Advisor / Customer Service Representative. In this role, you will assist clients with policy ... Review and process policy changes, endorsements, and cancellations * Provide guidance to clients on ...

Webb Insurance Group

Be Seen First

Personal Lines Insurance CSR

Tampa, FL · On-site

$56K - $68K/yr

... Advisor / Customer Service Representative. In this role, you will assist clients with policy ... Review and process policy changes, endorsements, and cancellations * Provide guidance to clients on ...

USI Insurance Services

Personal Risk Advisor

Miami, FL · On-site

Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...

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Applied Insurance Advisor Reviews information

What is an applied insurance advisor review?

An Applied Insurance Advisor Reviews job typically involves assessing and evaluating insurance policies, customer feedback, and industry trends to provide insights and recommendations. Professionals in this role may analyze client needs, review insurance claims, and ensure policies align with customer expectations. They often collaborate with agents, underwriters, and clients to improve service quality and policy offerings. Strong analytical skills and industry knowledge are essential for success in this position.

What are the typical daily responsibilities of an applied insurance advisor?

As an Applied Insurance Advisor, your daily tasks often include meeting with clients to assess their insurance needs, researching and recommending suitable insurance products, and processing policy applications or renewals. You’ll frequently use industry-specific software to track client accounts and stay on top of policy updates or regulatory changes. Collaboration with underwriters, claims specialists, and other advisors is common to ensure clients receive comprehensive service. Additionally, you’ll spend time following up with clients to address questions and maintain ongoing relationships, making the work both dynamic and client-focused.

What are the key skills and qualifications needed to thrive in the applied insurance advisor reviews position?

To thrive as an Applied Insurance Advisor, you should possess strong analytical abilities, in-depth knowledge of insurance products, and relevant certifications such as a state insurance license. Familiarity with customer relationship management (CRM) systems and insurance quoting/binding software is commonly required. Exceptional interpersonal communication, active listening skills, and the ability to explain complex policies clearly are crucial soft skills for this role. These capabilities enable advisors to accurately assess client needs, provide tailored recommendations, and foster long-term client relationships in a highly regulated industry.

Is an applied insurance advisor a sales job?

An applied insurance advisor role typically involves both sales and client service responsibilities, including explaining policies, assessing client needs, and recommending coverage options. Success in this position often requires strong communication skills and knowledge of insurance products, with sales being a key component of meeting performance targets.
What are the most commonly searched types of Applied Insurance Advisor Reviews jobs in Florida? The most popular types of Applied Insurance Advisor Reviews jobs in Florida are:
What are popular job titles related to Applied Insurance Advisor Reviews jobs in Florida? For Applied Insurance Advisor Reviews jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Applied Insurance Advisor Reviews jobs in Florida look for? The top searched job categories for Applied Insurance Advisor Reviews jobs in Florida are:
What cities in Florida are hiring for Applied Insurance Advisor Reviews jobs? Cities in Florida with the most Applied Insurance Advisor Reviews job openings:
Applied Insurance Advisor Reviews jobs near you
Infographic showing various Applied Insurance Advisor Reviews job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Customer Service Insurance Advisor

Allstate Insurance Agency - Ted Todd

Estero, FL • On-site

$22 - $28/hr

Part-time

PTO

Re-posted 3 days ago

Job description

Benefits:
  • Flexible schedule
  • Paid time off
  • Wellness resources

About Us

At Ted Todd Insurance, we believe exceptional service begins with people who genuinely care. Our Customer Service team is the heart of our agency supporting clients, solving problems, and ensuring every person who contacts us feels heard, protected, and valued.
We are an ethical, compliance-focused, team-centered organization were doing what’s right for the customer always comes first. If you thrive in a positive environment where teamwork, professionalism, and client relationships matter, you will enjoy being part of our culture.
About the Role
As a Customer Service Insurance Advisor, you are the voice of TTI for existing clients. You’ll provide guidance, answer questions, resolve concerns, make policy updates, and identify coverage gaps always with integrity and clarity.
Your mission is to create a WOW experience at every interaction by being knowledgeable, patient, solution-focused, and genuinely committed to helping people understand their insurance.
This is not a sales role with quotas. It is a client relationship role focused on service excellence, accuracy, and consultative support.
What You’ll Do
  • Handle 30+ inbound service calls per day with professionalism and empathy.
  • Provide clients with a warm, educational, and exceptional experience every time.
  • Communicate through phone, email, text, and chat with equal clarity and professionalism.
  • Listen carefully to understand each client’s needs and concerns.
  • Set clear expectations and ensure timely follow-up on all service tasks.
  • Review coverage and help identify potential gaps or exposures so clients can make informed decisions.
  • Complete data entry and documentation across multiple platforms accurately and promptly.
  • Work collaboratively with Sales, Retention, and other internal teams to solve problems and support clients.
  • Uphold all compliance, documentation, and communication standards.
This Role Is a Great Fit If You…
  • Are a strong communicator who can explain information simply and clearly.
  • Enjoy helping people and solving problems.
  • Take pride in providing exceptional service not just “answering questions.”
  • Thrive in a structured, supportive, in-office environment with a team mindset.
  • Stay calm under pressure and handle multiple inquiries with professionalism.
  • Have strong attention to detail and accuracy in documentation.
  • Believe that doing what is right for the customer is non-negotiable.

Qualities of a Successful Customer Service Advisor
  • Communicates confidently across phone, email, text, and chat.
  • Creates a WOW experience through friendliness, clear explanations, and reliability.
  • Works collaboratively with teammates to meet client needs.
  • Handles data entry with ease and accuracy.
  • Brings a positive, unifying work ethic that supports a culture of teamwork.
  • Is motivated by helping clients feel protected and supported.
Qualifications
  • Customer service or administrative experience preferred (insurance experience is a plus).
  • Strong verbal and written communication skills.
  • Ability to navigate multiple systems while assisting customers.
  • High attention to detail and accuracy.
  • 18+ and legally eligible to work in the U.S.
  • High school diploma or equivalent.
  • This is an in-office role.
If you enjoy helping people and want to be part of a trustworthy, mission-driven team, we’d love to meet you.