Ted Todd Insurance · 1 month ago
Customer Service Insurance Advisor
Estero, FL
Full-time
Onsite
New Grad, Entry LevelTed Todd Insurance is a client-focused organization dedicated to providing exceptional service. As a Customer Service Insurance Advisor, you will be the voice of the agency for existing clients, providing guidance and support while ensuring a positive experience at every interaction.
Financial ServicesInsuranceService Industry
Responsibilities
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
Qualification
Required
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
Preferred
Customer service or administrative experience preferred (insurance experience is a plus)
Benefits
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Employee discounts
Health insurance
Paid time off
Parental leave
Training & development
Tuition assistance
Vision insurance
Wellness resources
Company
Ted Todd Insurance
Ted Todd Insurance is a insurance company.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ted Todd
Founder
Company data provided by crunchbase