Suncoast Credit Union · 2 days ago
Insurance Customer Service Agent - PL
United States
Full-time
Remote
Entry, Mid Level
$38K/yr - $54K/yr
2+ years expSuncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace, celebrating growth and prioritizing the community. The Customer Service Agent provides service to members for the Members Insurance Center, reviewing personal line insurance policies to recommend coverage and resolve problems.
BankingFinancial ServicesFinTech
Responsibilities
Perform annual reviews of existing insurance policies to conserve the business
Offer replacement quotes or recommend policy changes on existing policies
Meet or exceed individual sales goals established by management
Identify the insurance needs of the members and resolve problems by recommending coverage or additional product lines
Assist members with new insurance policy applications
Correspond with insurance companies and the insured individuals regarding billing, endorsements, and claims for new or existing policies
Assist the agency by looking for opportunities to cross-sell
Interpret policy language for insured individuals and lenders
Manage the Agency Management System database
Print, file, and image company download documents
Maintain agency & insurance company manuals
Implement the agency’s policy, procedure, and underwriting guidelines to minimize errors and omissions
Ensure the confidentiality of all information or transactions between the credit union, agency, members, and employees
Maintain individual book of business within the Agency Management System, regularly updating notes to include every contact
Attend training classes to increase professional knowledge
Qualification
Required
High school diploma or equivalent
2+ years of customer service experience preferably in the insurance industry
Florida 20-44 Property & Casualty Personal Lines Agent License required within 6 months of hire date
Must maintain continuing education requirements for license
Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines
Effective written, verbal, and interpersonal communication skills to interact with members, staff, vendors, and government regulators
Ability to comprehensively communicate facts, policies, and practices
Accurate, detail-oriented, and organized with task management
Benefits
401K Matching up to 8%
Retirement Planning
Pay Increases based on Competency
Employee Loan Discounts
Flex Spending Accounts
Medical Coverage
Dental and Vision Coverage
Access to 4,000+ Gyms
Mental Health Resources
PTO Wellness Days
Short Term and Long Term Disability Coverage
11 Paid Holidays
3 weeks of Paid Time Off
4 weeks of Paid Parental Leave
Birthday PTO
Paid Volunteer Hours
Degree Assistance up to $5,000 per year
Company
Suncoast Credit Union
Suncoast Credit Union is a is a credit union located in Tampa.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Johnson
President/CEO
Darlene Johnson
Executive Vice President/Chief Strategy and Transformation Officer
Recent News
2025-10-25
Company data provided by crunchbase