Customer Service Representative

Join J Perez Insurance Agency, a thriving insurance agency that is fully devoted and dedicated to providing exceptional customer service. Our team is spread across the country, but we are united in our commitment to serving the community of SANFORD, Florida. As a Customer Service Representative/Home Specialist, you will play a crucial role in delivering superior service to our valued clients. You'll have the opportunity to build meaningful relationships and make a positive impact on their insurance experience.

In this role, you'll be responsible for quoting and writing new home and rewrite policies, as well as handling a variety of customer inquiries, resolving issues, and providing information about insurance policies. Your exceptional communication skills and friendly demeanor will ensure that our clients feel heard, supported, and confident in their insurance coverage. We believe in going above and beyond for our clients, and your dedication to providing personalized service will be greatly valued.

If you are a motivated individual who enjoys helping others and thrives in a busy work environment, J Perez Insurance Agency is the perfect place for you. If you are already licensed and have home insurance experience, you may have the opportunity of working remote. Apply now and join our team of dedicated professionals!

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

Evenings Off

Work from Home

Retention: Review expiring policies and rewrite those that qualify under our current carriers' guidelines.

Quoting: Create new home quotes using Ivantage system and carriers' websites.

Client Support: Provide excellent customer service by addressing client inquiries and concerns in a timely and professional manner.

Inbound Calls: Handle incoming calls from clients and assist with their insurance needs.

Policy Assistance: Assist clients in navigating policy details, making changes, and addressing billing inquiries.

Problem Resolution: Investigate and resolve customer issues, ensuring a satisfactory resolution.

Documentation: Maintain accurate and organized client records and documentation.

- Excellent communication skills, both verbal and written

- Strong problem-solving abilities

- Customer-oriented mindset and a passion for helping others

- Ability to multitask and prioritize tasks effectively

- Proficient in using computer systems and software

- Home insurance experience required if working remote

- Must have an active P&C insurance license if working Remote.