Customer Service Representative / Administrative Specialist

Job Description

Job Description

Fisher Family Insurance (FFI), a growing Allstate agency, is seeking a motivated and detail-oriented Customer Service Representative (CSR) / Administrative Specialist to join our team. This role is the backbone of agency operations, ensuring client satisfaction, retention, and smooth daily workflow.

Benefits

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Holidays Off

Responsibilities

• Provide excellent service to inbound calls, emails, and walk-in clients.
• Process payments, endorsements, ID cards, and routine policy changes quickly and accurately.
• Conduct and document insurance reviews; verify and update client contact information.
• Proactively engage clients for renewals, cancellations, and reinstatements.
• Identify and transfer cross-sell opportunities (renters, umbrella, toys, etc.) to the sales team.
• Maintain office operations: greeting clients, managing mail, supplies, and shared inboxes.
• Document all activities in eAgent and Performology with no exceptions.

Requirements

• Active 4-40, 20-44 or 2-20 license in Florida (preferred).
• Prior insurance or customer service experience preferred.
• Strong communication skills and positive, team-oriented attitude.
• Tech-savvy and comfortable with web-based applications & MS Office
• Detail-oriented with strong organizational skills.