Insurance Customer Service Representative

Job Description

Job Description

Insurance Customer Service Representative

Location: Sarasota, FL
⏰ Employment Type: Full-Time
Compensation: $70,000–$80,000/year
Start Date: ASAP
Company: Swyft Financial, Inc.

About the Role:

Are you a licensed insurance professional who’s passionate about helping people and delivering top-tier customer service? Swyft Financial is looking for a detail-oriented, customer-focused Insurance Customer Service Representative (CSR) to join our growing team! Bilingual candidates are a huge plus!

Key Responsibilities:

Answer client inquiries with professionalism and empathy
Explain insurance policies, coverages, and benefits clearly
Identify cross-sell and up-sell opportunities to benefit clients
Document all customer interactions in our CRM system
♻️ Review renewals and help prepare personalized recommendations
Collaborate with team members on complex cases
Monitor KPIs and contribute to customer success goals

What You Bring:

✔️ Strong communication skills (verbal & written) ✍️
✔️ Sales and customer service experience
✔️ A proactive and problem-solving mindset
✔️ Experience in insurance sales or CSR roles (preferred)
✔️ Property & Casualty License — or ability to obtain within 60 days

What We Offer:

Medical, Dental & Vision Insurance
️ Paid Time Off
Ongoing training & development
Opportunities for growth in a dynamic environment
A supportive, team-driven culture

Apply Now!

If you're ready to take your insurance career to the next level with a company that values integrity, customer care, and professional growth, we’d love to hear from you!

Submit your resume today — your future starts here!