Customer Service Agent (In-Office)
Indexed description
This is a high-impact sales role with uncapped earning potential, a supportive team culture, and work-life balance.
We provide our team with a steady flow of quality leads (mostly inbound!) so you can focus on what you do best (helping clients and closing sales!)
Agents who have come from other agencies consistently perform better with us because they finally have the support and tools they need to succeed.
So if you're coachable, driven, and ready to put your license to work, this role is meant for you.
Why You’ll Love Working With Us
- Competitive pay + growth potential: Your license + skills deserve to be rewarded.
- Stable schedule: Monday–Friday, 8:30 AM – 5:00 PM EST (no weekends, no late nights).
- All the tools you need: Equipment provided + training + ongoing support.
- Team culture you’ll actually like: Collaborative, friendly, and we celebrate wins together.
- Career path: Advancement opportunities as our agency continues to grow.
- Perks: PTO, paid holidays, bonuses, appreciation events, and more.
Paid Time Off (PTO)
Work from Home
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Parental Leave
Appreciation Lunches
Work-Life Balance
Weekly Management Meetings
Monthly Bonus Opportunities
Monthly Bonus Opportunities
Work Equipment Supplied
Responsibilities
What You’ll Be Doing (Day-to-Day):
As our Customer Service Agent, you'll be the go-to person for our clients, making sure they feel valued, supported, and protected every step of the way.
Client Service
Handle inbound calls, emails, and text messages regarding insurance policies.
Assist clients with policy changes, endorsements, renewals, cancellations, and reinstatements.
Process payments and answer billing questions.
Explain coverages, deductibles, claims processes, and policy details in a clear and professional manner.
Resolve client concerns with empathy, urgency, and exceptional customer service.
Maintain accurate client records and detailed notes in our agency management systems.
Sales & Retention
Identify opportunities to cross-sell or recommend additional coverages such as Home, Auto, Flood, Renters, Umbrella, Boat, Motorcycle, RV, and other personal lines products.
Conduct coverage reviews to ensure clients have the protection that best fits their needs.
Generate referrals and help retain existing clients through outstanding service.
Turn everyday service conversations into opportunities to better protect our customers.
Agency Support
Support our sales team with follow-ups, documentation, underwriting requests, and client communication.
Review policies for accuracy and identify coverage gaps when appropriate.
Follow up on outstanding documents, signatures, payments, and underwriting requirements.
Communicate with insurance carriers to resolve policy and underwriting issues.
Stay current on carrier guidelines, agency procedures, and Florida insurance regulations.
Team Expectations
Work collaboratively with a high-performing, goal-oriented team in our Cape Coral office.
Stay organized, manage multiple priorities, and follow through on every client request.
Provide timely communication and excellent follow-up.
Maintain a positive attitude and contribute to a culture focused on teamwork, accountability, and continuous improvement.
What Success Looks Like
We're looking for someone who takes ownership of their work and genuinely enjoys helping people.
You'll Be Successful In This Role If You
Build strong relationships with clients and earn their trust.
Deliver exceptional customer service on every interaction.
Stay organized and manage multiple tasks in a fast-paced environment.
Take initiative instead of waiting to be told what to do.
Look for opportunities to better protect our clients by recommending additional coverage when appropriate.
Meet agency goals for client retention, cross-sales, referrals, and service quality.
Work well with teammates and contribute to a positive office culture.
Show up every day with a willingness to learn, grow, and make a difference.
If you're someone who enjoys helping people, solving problems, and being part of a team that celebrates success, we'd love to meet you!
Requirements
What We’re Looking For:
- Active Florida 220 license (required)
- Previous Allstate experience is strongly preferred
- Customer service background in insurance or call center setting
- Excellent communication and problem-solving skills
- Tech-savvy and comfortable working with agency management systems and CRM tools
- Dependable, organized, and able to thrive in a remote environment
- Positive, personable, and able to balance friendliness with professionalism
Ready to Grow With Us?
If you’re licensed, passionate about client service, and ready to bring your skills to a supportive, growth-minded agency, we'd love to meet you!
Apply today and let’s make a difference together.
Company Description
At Anchor Line Insurance, we redefine protection within the insurance industry by delivering innovative and tailored solutions for our clients. Our mission is to safeguard what matters most through exceptional service and expert guidance. With a dynamic and energetic culture, we empower our team to excel and transform challenges into opportunities. Join us in fostering trust and reliability, as we navigate the ever-changing landscape of insurance together. Your next career step starts here—anchor your future with us!
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