Insurance Customer Service Agent - PL

Position Overview

Compensation: $38,000 - $54,000 based on experience and credentials.Location Type: Remote opportunity (candidate must reside in Florida).Position Type: Full Time.Schedule: Monday through Friday 8:30 AM – 5:30 PM.

The Customer Service Agent provides service to Suncoast Credit Union members for the Members Insurance Center. This individual reviews personal line insurance policies to recommend coverage and resolve problems. Key responsibilities include quoting and writing new or renewal policies while upholding the highest level of business ethics.

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture that celebrates growth and prioritizes the community. For more information, please visit the careers site at https://careers.suncoastcreditunion.com/.

Key Responsibilities

• Perform annual reviews of existing insurance policies to conserve the business
• Offer replacement quotes or recommend policy changes on existing policies
• Meet or exceed individual sales goals established by management
• Identify the insurance needs of the members and resolve problems by recommending coverage or additional product lines
• Assist members with new insurance policy applications
• Correspond with insurance companies and the insured regarding billing, endorsements, and claims for new or existing policies
• Assist the agency by looking for opportunities to cross-sell
• Interpret policy language for insured individuals and lenders
• Manage the Agency Management System database
• Print, file, and image company download documents
• Maintain agency & insurance company manuals
• Implement the agency’s policy, procedure, and underwriting guidelines to minimize errors and omissions
• Ensure the confidentiality of all information or transactions between the credit union, agency, members, and employees
• Maintain individual book of business within the Agency Management System, regularly updating notes to include every contact
• Attend training classes to increase professional knowledge

Required Qualifications

• High school diploma or equivalent
• 2+ years of customer service experience, preferably in the insurance industry
• Florida 20-44 Property & Casualty Personal Lines Agent License required within 6 months of hire date
• Must maintain continuing education requirements for license
• Ability to prioritize tasks and effectively handle competing and changing priorities to meet deadlines
• Effective written, verbal, and interpersonal communication skills with members, staff, vendors, and government regulators
• Ability to comprehensively communicate facts, policies, and practices
• Accurate, detail-oriented, and organized with strong task management skills

Benefits & Perks

• Financial Well-Being: 401K Matching up to 8%, Retirement Planning, Pay Increases based on competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website athttps://careers.suncoastcreditunion.com/benefits.