Licensed Property & Casualty Client Service Representative

Hallandale Beach, FL

Posted: 01/07/2025 Industry: Employee Benefits & Retirement Services Job Number: YT24.11.5.2 Remote Friendly: Hybrid Experience:

Job Description

Property & Casualty Client Service Representative

The Property & Casualty Client Service Representative will be responsible for handling client inquiries, supporting Account Managers, assisting with marketing efforts, and managing various administrative tasks related to policy quotes, billing, and invoicing. This role requires strong communication skills and a deep understanding of the insurance industry, particularly in property and casualty.

Key Responsibilities:

  • Client Inquiries: Address client questions, concerns, and policy inquiries in a timely and professional manner.
  • Account Manager Support: Assist Account Managers with day-to-day tasks, including documentation, renewals, and client service.
  • Marketing & Quotes: Obtain quotes from carriers using online rating systems and prepare proposals for clients.
  • Billing & Invoicing: Process billing, manage invoices, and ensure clients receive accurate financial information.
  • Finance Agreements: Assist with preparing and managing finance agreements for clients.
  • Proposal Preparation: Work with the marketing team to prepare and send proposals to clients, ensuring all details are accurate.

Qualifications:

  • 1-3+ years of experience in property & casualty insurance or related field.
  • 2-20 Property & Casualty – General Lines License
  • Strong knowledge of insurance rating systems and online quote tools.
  • Experience with billing, invoicing, and finance agreements.
  • Excellent communication skills and customer service orientation.
  • Ability to manage multiple tasks and prioritize effectively.
  • High attention to detail and strong organizational skills.

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Meet Your Recruiter

Yuliya Tuz

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About Hallandale Beach, FL

Ready to take your career to the next level? Explore job opportunities in the vibrant area surrounding Hallandale Beach, Florida! Nestled in the heart of Broward County, this bustling city offers a perfect mix of sun, sand, and career growth. With easy access to stunning beaches, world-class dining, and renowned attractions like Gulfstream Park Racing and Casino, Hallandale Beach provides an exciting backdrop for professional development. Discover thriving art galleries, catch a show at the iconic Mardi Gras Casino, or root for the Miami Dolphins at the nearby Hard Rock Stadium. Don't miss out on the chance to work and play in this dynamic locale – explore our job listings now!