Licensed 4-40 CSR

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Located in Sun city center, FL

Salary: $16-20 / hr

Job Title: Licensed 4-40 CSR

Location: Sun City Center, FL

Schedule: Monday-Friday, 8:30 AM - 5:30 PM

Overview:
We are seeking a Licensed 4-40 Customer Service Representative (CSR) to join our team in Sun City Center. In this role, you will manage the front desk, answer incoming calls, and handle updates or signatures needed from customers as alerted by insurance carriers. You will also have opportunities to cross-sell plans to current customers (no cold calling). The ideal candidate will have experience with DocuSign/e-signature platforms and excellent customer service skills.

Key Responsibilities:

• Answer all incoming calls and provide excellent customer service.
• Manage front desk operations and handle customer inquiries.
• Receive alerts from carriers regarding updates and signatures needed from customers, and follow up accordingly.
• Cross-sell insurance plans to existing customers when opportunities arise.
• Use DocuSign/e-signature platforms for obtaining customer signatures.
• Maintain organized and up-to-date records for customer interactions.

Qualifications:

• Must have a valid 4-40 insurance license.
• Experience in cross-selling plans is a plus.
• Bilingual candidates are a plus.
• Proficiency with DocuSign/e-signature platforms.
• Excellent communication and customer service skills.
• Strong organizational abilities and attention to detail.

Why Join Us?

• Competitive pay rate of $16-$20/hr, depending on experience.
• Work in a supportive, customer-focused environment with no cold calling.
• Opportunities to grow your skills in cross-selling and customer service.
• Monday to Friday schedule with consistent hours.

If you are a licensed 4-40 CSR with a passion for helping customers and a knack for cross-selling, we encourage you to apply. Your role will be key in providing excellent service to our current customers and supporting the front desk operations.

 

 

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