Personal Lines Customer Service Rep

Welcome to The Risk Management Group, where we believe that insurance is more than just paperworkit is about providing peace of mind to our neighbors in Mary Esther, Florida. We have built our reputation on being the friendly faces our community turns to when life gets complicated, and we are looking for a Personal Lines Customer Service Representative to help us continue this legacy. Our office is a place where every voice is heard and where we genuinely enjoy working together to solve problems for our clients. We value the quiet dedication it takes to make someone’s day better, and we offer a space where you can grow your expertise without the noise of a massive corporate machine. If you appreciate the charm of a local office and the satisfaction of knowing you are truly helping families protect their futures, you will fit right in here. We are excited to support your professional development as you manage day-to-day accounts, tackle tricky coverage puzzles, and strengthen the bonds we have built with our clients over the years. We invite you to join us and see how rewarding a career in personal insurance can be when it is built on a foundation of kindness and integrity.

• Act as the primary point of contact for our policyholders, addressing their inquiries with clarity and genuine care.
• Process policy endorsements, renewals, and cancellations while ensuring all documentation is accurate.
• Collaborate with our carrier partners to resolve complex coverage questions and billing concerns.
• Review existing client portfolios to identify gaps in protection and suggest appropriate coverage adjustments.
• Document all client interactions thoroughly within our agency management system to maintain precise records.
• Participate in team discussions to share industry updates and brainstorm solutions for common client challenges.

• Florida Property Casualty Insurance License (2-20 or 4-40) preffered
• Three or more years of experience managing personal lines accounts is preferred.
• Proficiency in Vertafore AMS 360 or similar agency management systems is preferred.
• Strong comfort level with Microsoft Office Suite and digital document management.
• Deep understanding of policy coverage forms and underwriting guidelines is preferred.
• Experience with comparative rating software is preferred.

Training and assistance is available for entry level applicants.