Customer Account Specialist

Customer Service · Tampa, Florida
Department Customer Service
Employment Type Full-Time
Minimum Experience Experienced

Summary of Position 

Responsible for handling inbound calls and providing exceptional service to customers, including policyholders, agents and third-party vendors. This position requires a self-motivated individual with excellent customer service skills. You will be responsible for processing endorsements, taking payments, resolving billing issues, and coverage counseling while adhering to underwriting guidelines.

Essential Duties & Job Responsibilities                  

  • Talks with customers/agents by phone on underwriting eligibility, policy coverage options and other inquiries
  • Proactively identifies and communicates policy transactions including any impact on pricing
  • Effectively resolves customer concerns with billing and other policy issues
  • Provides assistance or transfers to another department as needed
  • Accepts and processes endorsements and/or payments via telephone


  • CSR 4-40 or 2-20 insurance license
  • Associate’s degree or equivalent
  • Preferred 1 year’s recent experience in P&C industry, preferably in a customer service, underwriting and/or call center environment
  • Excellent communication skills and ability to transfer knowledge to agents and business partners
  • Ability to build instant rapport with each customer through active listening
  • Develops and maintains a positive attitude with a drive for results relative to company objectives.
  • Knowledge of database, spreadsheet, and word processing software
  • Ability to speak fluent Spanish a plus, but not required

Working Conditions & Physical Requirements

  • Ability to safely and successfully perform the essential job duties of this position, with or without reasonable accommodation.
  • Must be able to function independently, have flexibility, personal integrity and the ability to work effectively with customers, vendors and personnel.
  • Occasionally lift medium to heavy objects.

Other Requirements

  • Friendly, polite, organized and efficient.
  • Strong oral and written communication skills.
  • Ability to maintain regular and punctual attendance.
  • Adhere to all Company and department policies and procedures.
  • Perform other duties as assigned.

Thank You

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  • Location
    Tampa, Florida
  • Department
    Customer Service
  • Employment Type
  • Minimum Experience