TechMind RPO Private Limited ยท 1 day ago
Insurance Customer Service Representative
TechMind RPO Private Limited is a well-established, values-driven insurance agency in Central Florida. They are seeking a Commercial Customer Service Representative to support both new and existing commercial clients, ensuring smooth daily operations and providing essential client-facing services.
Responsibilities
Handle and organize incoming commercial insurance leads
Assist in collecting underwriting data and client documents
Prepare application submissions for quoting and proposal stages
Collaborate with carriers and account managers throughout the quoting process
Respond to client inquiries via phone and email with professionalism and care
Process endorsements, policy changes, and updates efficiently
Issue and manage Certificates of Insurance (COIs) in a timely manner
Support billing inquiries and facilitate communication with carriers on claims
Collect renewal data and assist with re-marketing efforts
Update client files and prepare documentation for account reviews
Help coordinate renewal meetings and client outreach
Maintain accurate records in the agency's management system (AMS)
Ensure documentation meets regulatory and internal standards
Adhere to agency procedures to support E&O compliance
Qualification
Required
1-2+ years of experience in insurance (commercial preferred)
Florida 4-40 or 2-20 insurance license, or willingness to obtain
Proven ability to issue COIs, process policy changes, and handle client communication
Familiarity with agency management systems such as HawkSoft, EZLynx, or Applied
Strong attention to detail and multitasking capabilities
Preferred
Bilingual (English/Spanish) a plus
Knowledge of commercial coverages (General Liability, Workers Comp, BOP, Auto, Umbrella)
Previous experience specifically supporting commercial lines accounts
Company
TechMind RPO Private Limited
At TechMind RPO, We provide Full Recruitment Lifecycle and Sourcing Solutions.
Funding
Current Stage
Early StageCompany data provided by crunchbase