Customer Service Representative jobs in United States
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The Liberty Company Insurance Brokers, LLC · 11 hours ago

Customer Service Representative

The Liberty Company Insurance Brokers is an award-winning company known for its positive and collaborative culture. They are seeking a Personal Lines Customer Service Representative responsible for handling servicing tasks for existing accounts and quoting tasks for new accounts, ensuring a high level of customer service.

Commercial InsuranceEmployee BenefitsFinancial ServicesInsuranceRisk Management
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Growth Opportunities

Responsibilities

Bind coverage with required documents/forms and payments
Manage all activities and workload in agency management system (Applied Epic)
Review policies for accuracy
Communicate regularly and directly with clients and underwriters
Send out forms to clients that need to be reviewed and then collect payment
Assist clients with requests for Evidence of Insurance
Handle claim calls from clients, and then report claims to the appropriate carrier
Follow up with clients and adjusters during claims process
Answer incoming calls from clients with general policy questions
Process payments from clients
Assist with quoting activities

Qualification

440 CSR Insurance licensePersonal Insurance experienceApplied EpicMicrosoft OfficeMulti-taskingProfessional demeanorFriendly attitudeCommunication skillsOrganization skills

Required

MUST have a 440 CSR Insurance license within the State of Florida
MUST have a minimum of 3 years' experience specifically working in Personal Insurance, preferably in an Independent Insurance Agency
Outstanding verbal and written communication skills
Experience using programs within Microsoft Office
Strong organization skills
Professional demeanor and appearance
Friendly and out-going
Significant ability to multi-task detailed and complex work
Strong tendency to always exceed others' expectations

Benefits

Competitive salary
Generous benefit package
PTO
Holiday pay
Employee wellness and stress relief programs
Paid training
Continued education support
Company sponsored stress management programs/activities

Company

The Liberty Company Insurance Brokers, LLC

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The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years.

Funding

Current Stage
Late Stage
Total Funding
$440M
Key Investors
JP Morgan Chase
2025-02-13Debt Financing· $100M
2023-07-31Debt Financing· $340M

Leadership Team

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Bernadetta Scholz
Chief Financial Officer & Board Member
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Mercedes Meseck
Senior Vice President & Partner
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Company data provided by crunchbase