Insurance Customer Service Representative

Do you love helping people and spotting what they need before they ask? We're looking for a Service and Sales Specialist who treats every customer call as a chance to protect a family better.

Who we are

Graddy Insurance Group is a full-service insurance agency with offices in Dunedin and Punta Gorda, Florida. We sell property and casualty, life and retirement and commercial coverage with many carriers to meet the whole household needs of our customers. We want to be the agency our community calls first. www.graddyinsurance.com

• Help customers with policy changes, billing and claim questions by phone, text and email
• Turn service calls into sales opportunities: ask about home, auto, boats, golf carts, motorcycles, umbrella, renters, and life on every call.
• Ask happy customers for Google reviews and referrals
• Use AI assistants to find answers fast and practice customer conversations
• Book policy reviews and life insurance appointments for our Account Managers and Financial Specialist.
• Help with social media posts about our team, products and community
• Work with our Service team to make sure our customers stay happy with our agency.

• You must have an active Florida 2-20 or 4-40 insurance license, or willing to get licensed after hire
• At least 1 year of customer facing experience (insurance or sales experience is a plus)
• Ability to upsell and cross-sell
• Comfort with phones, computers and learning new systems
• Ability to pass a pre-employment background check

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan