Licensed Customer Service Representative (4-40

Licensed Customer Service Representative

Benchmark Insurance Agency St. Augustine, FL | Full-Time | On-Site

Benchmark Insurance Agency is seeking a Licensed Customer Service Representative to join our growing team in St. Augustine, Florida. If you are detail-oriented, customer-focused, and enjoy helping clients navigate their insurance needs, we'd love to hear from you.

At Benchmark Insurance Agency, we are committed to delivering exceptional service and building lasting relationships with our clients. This role is ideal for an insurance professional who thrives in a fast-paced agency environment and enjoys both administrative and client-facing responsibilities.

• Providing outstanding customer service to existing and prospective clients.
• Answering and routing phone calls, responding to inquiries, and assisting customers with insurance-related questions.
• Processing policy change requests and ensuring accurate documentation.
• Following up with carriers to confirm endorsements and policy updates.
• Assisting with underwriting, rewrites, re-quotes, reinstatements, and policy cancellations.
• Obtaining required underwriting information, signatures, applications, and supporting documentation.
• Managing policy renewals and reviewing billing accounts with insureds.
• Processing customer payments.
• Updating and maintaining accurate client records within the agency management system.
• Providing proof of insurance documents, including binders, certificates, , endorsements, declarations pages, and evidence of property forms.
• Documenting all customer interactions in accordance with agency procedures.
• Supporting general administrative duties, departmental projects, reporting, and office operations.

• Active Florida 4-40 Customer Representative License.
• High school diploma or equivalent.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Professional demeanor and ability to maintain confidentiality.
• Strong problem-solving skills and ability to work both independently and collaboratively.
• Previous insurance agency experience.
• 2+ years of administrative, office support, or customer service experience.
• Experience with Applied Epic or other agency management systems.
• Knowledge of personal lines insurance servicing and policy administration.

• $17.00 per hour
• Full-time position (40+ hours per week)
• Employee health, dental, and vision
• 401(k) retirement plan
• Employer-paid group life insurance
• Paid time off
• Paid holidays
• Paid bereavement leave
• Gym membership reimbursement
• Employee referral bonus program
• Opportunity to work with a knowledgeable and supportive team
• Professional growth within a respected insurance agency

Location

Benchmark Insurance Agency 270-1 Land Grant Street St. Augustine, FL 32092

This is an on-site position.

Why Join Benchmark Insurance Agency?

• Established and respected independent insurance agency
• Collaborative, client-focused culture
• Opportunity to expand your insurance knowledge and career
• Meaningful role supporting clients, team members, and agency success