Insurance Clerk - Commercial Lines - Auto Heavy CSR 440

Position Overview

West Tampa retail insurance agency is seeking a Licensed Insurance Service Support Representative for the Commercial Auto Book. This entry‐level role supports the Account Manager with day-to-day tasks including endorsements, certificate requests, recommendation letters, claim filings, and administrative support. The position is ideal for someone with a passion for the insurance industry in a small, family-oriented agency that is growing. P & C business only (no medical, no claims) and Commercial Auto experience is desired.

Retail Independent Insurance Agency serving about 27 states across the US.

Key Responsibilities

• Assist the Account Manager with endorsements, certificate requests, and recommendation letters.
• Help in filing claims as needed.
• Attach daily emails and manage incoming paperwork.
• Possibly be trained to create prospects in the agency management system and attach correspondence and quoting materials.
• Order state MVR and review it against company guidelines before endorsing to policy.

Required Qualifications

• Must possess a valid Florida 4-40 license.
• Detail-oriented and comfortable working in a paperless environment.
• Familiar with ACORD applications and certificate templates.
• Must live within 20 miles of the agency.
• Team player capable of working in a non-cookie-cutter environment.

Preferred Qualifications

• Commercial Auto experience desired.

Benefits & Perks

• Compensation based on level of experience.
• Business casual work environment.
• Comprehensive benefits package offered.