Personal Lines Insurance Customer Service Representative Job Ocala area,Florida USA,Customer Service/HelpDesk

Personal Lines Insurance Customer Service Representative

Job Category :
Morgan Insurance Service

Requisition Number : INSUR
001027

Posted :
April 24, 2025
Full-Time

Locations

Ocala, FL 34471, USA

Description

Come join the growing team at Morgan Insurance Services as an Insurance Customer Service Representative!

Morgan Insurance Services, LLC., part of Morgan Auto Group with over 70 auto dealerships in the state of Florida, has two openings for experienced personal lines insurance customer service reps in the Ocala area. Our office is located in the Honda of Ocala dealership. This is an in-person position to provide support to our licensed insurance agents.

We offer competitive compensation, company paid health insurance (employee portion) and life insurance, 401K and HSA company contributions, PTO, holidays and a GREAT team to work with. We offer a professional work environment, with job training and advancement opportunities.

Our ideal candidate is friendly with a professional demeanor, good communication skills, and the ability to stay calm under pressure. Ultimately, a top-class insurance customer sales representative. Experience working with personal lines insurance required.

Insurance Customer Service Representative Responsibilities

Checks phone system voicemails multiple times per day, and disburses to team as needed

Checks agency management system text messages with customers multiple times per day, and disburses to team as needed

Checks e-fax inbox multiple times per day, and disburses to team as needed

Checks email info inbox multiple times per day, and disburses to team as needed

Checks and works incoming alerts to the agency management system

Answers all incoming calls to the service line, and transfers to agents as needed

Handles calls, emails and texts that pertain to client contact information, lienholder updates, billing, claims reporting, and general questions.

Processes returned mail

Calls customers who may have had a claim, to offer support

Reviews all carriers daily for updates regarding e-signatures and underwriting requirements, communicating with the insured as necessary to complete

Processes tasks that have been assigned by management/agents to the customer service representative, multiple times per day

Sends welcome letters to new customers

Sends follow-up emails and texts to existing customers at the 30, 60, and 90-day marks

Assists with renewals and rewrites as needed by the writing agent, to retain existing business

Sends birthday e-cards to customers

Solicits existing customers to cross-sell additional insurance products

Works on various special projects as needed for management

Follows communication procedures, guidelines, and policies

Other duties as assigned

In-person position

Customer Service Representative Requirements

High school diploma, general education degree, or equivalent
Ability to stay calm when customers are stressed or upset
Proficient computer skills and ability to learn and navigate various software systems
Experience working as insurance customer support
20-44 licensed or willing to get certified within 60 days of employment
Bilingual (English-Spanish) a plus

If you are driven and desiring a stable and rewarding career path, then the Morgan Insurance Services team could be a great choice for you! It is a truly unique organization.

EOE/DFWP

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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