CPS, Inc. · 2 weeks ago
Licensed Property & Casualty Client Service Representative
Fort Lauderdale, FL
Full-time
Onsite
Entry Level
$50K/yr - $65K/yr
1+ years expCPS, Inc. is seeking a Licensed Property & Casualty Client Service Representative responsible for handling client inquiries and supporting Account Managers. The role involves assisting with marketing efforts and managing various administrative tasks related to policy quotes, billing, and invoicing in the insurance industry.
Recruiting
Hiring Manager
Yuliya Tuz
Responsibilities
Client Inquiries: Address client questions, concerns, and policy inquiries in a timely and professional manner
Account Manager Support: Assist Account Managers with day-to-day tasks, including documentation, renewals, and client service
Marketing & Quotes: Obtain quotes from carriers using online rating systems and prepare proposals for clients
Billing & Invoicing: Process billing, manage invoices, and ensure clients receive accurate financial information
Finance Agreements: Assist with preparing and managing finance agreements for clients
Proposal Preparation: Work with the marketing team to prepare and send proposals to clients, ensuring all details are accurate
Qualification
Required
1-3+ years of experience in property & casualty insurance or related field
2-20 Property & Casualty - General Lines License
Strong knowledge of insurance rating systems and online quote tools
Experience with billing, invoicing, and finance agreements
Excellent communication skills and customer service orientation
Ability to manage multiple tasks and prioritize effectively
High attention to detail and strong organizational skills
Benefits
Health, dental, and vision insurance
401(k) plan with employer match
Growth opportunities for career advancement within the company
Work life balance, paid time off and holidays
Company
CPS, Inc.
CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Clark
Partner
Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
Recent News
GlobalFinTechSeries
2023-07-05
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