A growing insurance agency is seeking a Licensed Customer Service Representative (CSR) with Sales Support experience to join their team. This role focuses on supporting existing clients, assisting with new business opportunities, and helping maintain strong relationships with customers, mortgage partners, and realtors.

We are looking for someone who is organized, professional, and customer-focused, with experience handling Property & Casualty insurance accounts and working in a fast-paced office environment.

Key Responsibilities

Answer incoming calls and make outbound service calls to existing clients

Enter and manage leads in the NowCerts CRM system

Process policy updates such as Mortgagee changes

Conduct warm calls to prospects requesting Property & Casualty quotes

Assist with prospect intake for new leads

Follow up with customers and insurance carriers regarding underwriting issues

Cross-sell insurance products to existing clients when appropriate

Maintain and organize electronic client files and CRM records

Support marketing efforts with mortgage brokers and real estate partners

Assist with community events and customer exposure opportunities

Maintain communication with clients, carriers, and internal team members

Respond promptly to client needs via phone and email

Support general office operations and administrative tasks as needed

Qualifications

Active Florida 4-40 or 2-20 Insurance License required

3+ years of insurance agency experience preferred

Strong understanding of Property & Casualty insurance

Experience with CRM systems (NowCerts experience is a plus)

Proficient in Microsoft Word, Excel, and Outlook

Strong typing skills and attention to detail

Excellent verbal and written communication skills

Highly organized, dependable, and professional

Ideal Candidate

Customer-focused and friendly

Detail-oriented and able to multitask

Reliable, punctual, and team-oriented

Comfortable speaking with clients and prospects

This is a great opportunity for a licensed insurance professional looking to grow with a supportive team and stable agency environment.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.