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Customer Relationship Management Assistant/Client Care

Max Home Inspections Davie, FL
  • Expired: 29 days ago. Applications are no longer accepted.


Job Title: 4-40 Insurance License and Customer Service/Retention

We have an amazing opportunity for an experienced/or willing to study and take test Licensed 440 Insurance Customer Service/ Retention specialist that is looking to join a winning team and accomplish great things. This is not just a job opportunity, this is a career, and it is my promise to you that we will provide any and all of the support that you need to be the best that you can be. The Customer Service/ Retention specialist will be responsible for renewing existing personal lines policies.


  • 440 License or willing to study and take test


Include the following. Other duties may be assigned.

  • Retention of existing personal lines policies
  • All aspects of maintaining existing personal lines policies including but not limited to any changes, adjustments in coverage, etc.
  • Be sure that all customers are educated regarding any questions they might have about their policies
  • Review all existing policies prior to their x-date to be sure there are no major changes in the customer’s needs and that they are receiving the best value for their needs
  • Re-quote the policy with other carriers prior to the x-date if necessary
  • Rewrite non renewals and cancellations
  • Handle underwriting requests on established policies
  • Cross sell current customers
  • Quote and write overflow of new business
  • Apply payments
  • Assist with overflow on incoming calls
  • We are a team and will always support fellow employees in a constructive, positive manner under all circumstances