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4-40 Licensed Customer Service Representative

Job in Jensen Beach, Martin County, Florida, 34957, USA
Listing for: Choice Financial Group LLC
Full Time position
Listed on 2026-08-09
Job specializations:
  • Insurance
    Insurance Sales, Insurance Agent & Advisor, Property Insurance, Life Insurance
  • Sales
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 40000 - 45000 USD Yearly USD 40000.00 45000.00 YEAR
Job Description & How to Apply Below
Location: Jensen Beach

Licensed Insurance Agent/CSR

Jensen Beach Insurance is seeking a customer-focused and detail-oriented 4-40 Licensed Insurance Agent/CSR to join our team. The ideal candidate will have at least one year of insurance experience, preferably in an independent insurance agency environment, and be comfortable quoting personal lines insurance with multiple carriers.

This role is responsible for providing exceptional service to existing clients, generating quotes, processing policy changes, and supporting agency growth through relationship-building and cross-selling opportunities.

$40,000 - $45,000 annually, based on experience

$2,000 - $10,0000+ Annual Retention Commission Opportunity

$4,000 - $10,000+ Annual New Business Commission Opportunity

Responsibilities

  • Quote personal lines insurance policies, including homeowners, auto, flood, and umbrella coverage
  • Service existing accounts and respond to client inquiries
  • Process endorsements, renewals, cancellations, and policy changes
  • Review coverage options and provide recommendations based on client needs
  • Follow up on quote opportunities and agency leads
  • Cross-sell and round out accounts when appropriate
  • Maintain accurate client records and documentation
  • Work with multiple insurance carriers to secure competitive coverage options
  • Deliver outstanding customer service while building long-term client relationships

Qualifications

Required:

  • Active Florida 4-40 Customer Representative License
  • Minimum 1 year of insurance agency experience
  • Experience quoting personal lines insurance policies with multiple carriers
  • Strong communication and customer service skills
  • Proficiency with agency management systems and Microsoft Office
  • Excellent organizational and multitasking abilities

Preferred:

  • Experience working for an independent insurance agency
  • Experience quoting with multiple insurance carriers
  • Knowledge of personal lines insurance products

What We Offer

  • Competitive salary
  • Medical, dental, and vision coverage
  • 401(k) with company participation
  • Employer-paid group life insurance
  • Paid time off and holidays
  • Gym membership reimbursement
  • Employee referral bonus program
  • Supportive team environment
  • Opportunity for professional growth and development
  • Established agency with a strong reputation in the community

If you're a licensed insurance professional who enjoys helping clients find the right coverage and building lasting client relationships, we'd love to hear from you. Join Jensen Beach Insurance and become part of a respected independent agency dedicated to delivering exceptional service and protecting what matters most.

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