JOB SUMMARY
Homeowners Choice currently has openings for Client Service Representatives with the opportunity to work hybrid/remote while living in the Tampa Bay area. We are looking for individuals with a strong customer service background, seeking a career in the property and casualty industry, and driven to become subject matter experts in their new role. As a Client Services Representative at Homeowners Choice, you are responsible for providing world class service to customers regarding their insurance policy through phone, email, and fax communication.

Shift available:
Monday-Friday from 10am-7pm

ESSENTIAL FUNCTIONS
Provides exceptional customer service when responding to customer questions and concerns
Processes endorsements and policy changes forwarded by agents, policyholders, and lienholders
Assists with payment transactions and inquires
Handles First Notice of Loss calls
Keeps detailed records of transactions within our policy management system
Aids other departments during CAT (catastrophe) events
Maintains continuing education requirements
Other duties as assigned

REQUIRED SKILLS
Clear, concise oral and written communication skills
Detail oriented
Professional and courteous
Excellent problem-solving skills
Works well in a team environment and independently
Proficient in Microsoft Office and general computer skills
Quiet workspace at home with limited distractions
Reliable home internet required
Use of multiple monitor displays
Constant sitting, computer, and telephone usage

EDUCATION & TRAINING
Associate or bachelor’s degree preferred

EXPERIENCE
Two years or more related customer service experience and/or training; or equivalent combination and experience

LICENSES OR CERTIFICATIONS
Insurance 20-44 License (certified or acquired within 30 days of employment)

WORK ENVIRONMENT
Work is primarily sedentary in nature. Job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and other devices. The employee will be exposed to normal office environment conditions and temperatures. Noise level is low to moderate.

PHYSICAL DEMANDS
The role requires sitting for long periods of time, as well as working with computers and other electronic screens under fluorescent lights.

PERFORMANCE OF JOB DUTIES AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Some requirements may exclude individuals who pose a threat or risk to the health and safety of themselves or other employees. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with HCI policy and applicable law. HCI cannot guarantee any accommodation requested by an employee and this job description does not constitute an agreement to do the same. Employees must review HCI’s policies regarding reasonable accommodation and notify the Human Resources Department regarding any accommodation request.

NATURE OF JOB DESCRIPTION
This is a primarily hybrid remote position that does require one week per quarter in-office. Candidates must live within 60 miles of 3802 Coconut Palm Drive, Tampa, 33619.

This is not a complete itemization of all facets of this position. While this is intended to be an accurate reflection of the current job, HCI reserves the right to revise the job or to require that other or different tasks be performed as assigned. This job description is not an employment agreement or contract. Employment with HCI is on an “at-will” basis and may be terminated by HCI or an employee at any time and for any reason.

Hello all,

We are seeking a Producer to join our growing team in Sarasota / Port Charlotte. We offer sales executives an opportunity to join a dynamic team with a tradition of success. Opportunity is salary plus commission transitioning to primarily commission.

The primary responsibility is to sell insurance to businesses.

RESPONSIBILITIES INCLUDE:

Develop and maintain a client base through networking and referrals
Conduct market research to identify potential clients and evaluate their insurance needs
Assess clients' current insurance coverage and provide suitable recommendations
Customize insurance programs to suit individual clients' needs and budget
Provide excellent customer service by promptly addressing client inquiries and concerns
Stay up-to-date with industry trends, regulations, and changes in insurance policies
Work with Account Managers to service and renew clients annually
QUALIFICATIONS:

Florida 2-20 Insurance License, or obtain within 60 days of employment
Strong knowledge of insurance products, including benefits administration and HIPAA regulations, or ability to learn
Proven experience as an Insurance Producer or similar role
Exceptional verbal and written communication skills
Successful business-to-business sales experience
Detail-oriented with the ability to analyze complex information

You possess…
• A passion for helping others and making a positive impact in your community.
• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
• A lifelong learner mentality with a desire to continue growing professionally.
• Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.

Role Description
This is a full-time role for a Financial Advisor at SFN Financial located in Sunrise, FL, with flexibility for some remote work. The Financial Advisor will be responsible for providing financial planning, finance, retirement planning, investments, and financial advisory services to clients. The Financial Advisor will also be responsible for developing and implementing comprehensive financial plans, monitoring investment portfolios and analyzing market trends.

What you’ll be doing…
• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.

Qualifications
• Financial Planning, Finance, and Retirement Planning skills
• Experience in providing Financial Advisory and Investment services
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and collaboratively
• Bachelor's degree in finance, Accounting, Business Administration or a related field.
• Master's degree or professional certification (e.g., CFP, ChFC, CLU, etc.) is a plus

Requirements
• Must be a US citizen or permanent resident
• A four‐year college degree
• Obtain appropriate licensing

Company Description:

Sunrise Financial Network, the Broward Agency of Guardian Life and Headquartered in South Florida, is a boutique financial service. With more than 15 years of expertise, we've assisted individuals, families, and business proprietors in safeguarding their most cherished assets. Recognizing the significance of steadfast long-term planning, we prioritize the establishment of solid foundations.

Our comprehensive planning services encompass wealth management, business strategizing, insurance coverage, retirement planning, and estate management. These services are enhanced by our partnerships with prestigious entities such as The Guardian Life Insurance of America, Park Avenue Securities, and Innovative Underwriters, providing specialized resources and products.

We have created a unique team-oriented atmosphere which facilitates the flow of information and expertise to everyone involved. We provide marketing experience and a company who listens to its agents and provides the necessary tools needed to help you get on top and stay there.
What makes us different from other firms?

Being a Guardian Broward Agency associate means getting access to programs that help grow your practice, whether you're advising families or business owners.
Our philosophy is about serving. We help both our communities and the financial professionals who support them. With our clients, it's not just business - it's forming lasting friendships, treating them like family.

Orion180 is a premier insurance solution provider that leverages cutting-edge technology and its dedicated team members to bring more value to its customers, independent agents, and other business partners. Orion180’s vision is to transform the insurance industry by providing excellent, results-driven service to independent insurance agents to further distance us from our competitors.



Orion180 is located on the beautiful space coast of Melbourne, one of the best places to live in Florida. Melbourne offers affordable housing, transportation, and other amenities. Major cities such as Orlando, Tampa, and Miami are all within close proximity.



At Orion180 we have fostered a culture of success based on our three pillars: Do MORE, Be MORE, and Give MORE. Innovation in technology enables us to do MORE as we harness the power of our innovative proprietary technology. Innovation in service is the catalyst allowing us to give MORE and achieve the highest level of customer care. Our innovation in culture fosters an environment that empowers us to be MORE. This innovation-focused ecosystem enables our customers to Expect MORE.

Job Summary
The Business Development Representative will support the Sales Team in establishing and maintaining contact between Orion180 Insurance and the independent agency force for their assigned territory. This role focuses on promoting the Orion180 products, assisting in the growth of agents contracted, and training agencies on products and services. The individual will be responsible for a high volume of independent agency prospecting, managing inbound agent inquiries and administering the sales system.

Role and Responsibilities
To perform the job successfully, the individual must be able to perform each essential duty satisfactorily and should demonstrate the following competencies to consistently perform the essential functions of this position. All employees are expected to adhere to and be knowledgeable of Orion180 operations standards, established security/safety rules and requirements for attendance. The requirements listed below are representative of the fundamental knowledge, skill, and/or ability required to perform the job successfully:



Support the Territory Managers in the daily administration and servicing of agency partners
Administer the entire agency on-boarding process ensuring maximum on-boarding effectiveness and compliance adherence
Prospect sales and marketing qualified leads to gauge compatibility with Orion180’s distribution strategy
Assist in special projects and initiatives in coordination with the sales team and other departments
Provide daily assistance to agents through customer service inquiries across e-mail, chat and the telephone
Maintain the agency administration and contract management within Orion180’s technology platform
Participate in planning and attending select events and conferences based on the needs of the department
Qualifications and Education Requirements
P&C or Mortgage Industry Sales or CSR Experience preferred but not required
High School diploma / GED or higher
Ability to obtain 440 or 220 P&C within 60 days

On site position available for a motivated, experienced agent. Hourly rate and bonuses. Resume is required prior to initial conversation .

Location: 820 S Main Street, Wildwood, FL 34785

Assisting the personal lines agent with policy changes, billing, and customer calls.

We are seeking an experienced licensed insurance professional to analyze, retain, service, market and round-out coverage needs for successful high-net-worth clients. This position will be in our West Palm Beach office.
· Experience with a variety of major insurance carriers.
· Ability to handle pressure, give EXCEPTIONAL service and support to client’s needs.
· Able to work in a fast paced environment
· Current FL. Property & Casualty License 2-20

Personal Lines Customer Service Representative
Responsible for maintaining, expanding, and servicing customer accounts. Service renewals, quote, and bind policies. Cross-selling and answering phones.
Experience: One year experience as a CSR.
Certification needed: 4-40 CSR licensed. 20-44 P & C license or 2-20 Agent license may also be used.
Salary Starting salary $35K to $40K. The position is full-time in office.
Benefits: Paid time off and health insurance allowance.

We're looking for part-time help from someone passionate about providing excellent customer service to our clients and policyholders. As our next insurance customer service representative, you will show our policyholders the value of being one of our customers by generating insurance quotations and providing coverage advice. You'll also be in charge of giving current policyholders excellent customer service by resolving billing issues, amending policies, and making mortgagee changes.

This position will require a 4-40 or 2-20 Insurance certification. This position is a part-time position with hours available on Monday, Tuesday, Wednesday and Fridays. Hours are flexible and can be scheduled 15-20 hours per week. This position has the opportunity to grow to a full-time position. Pay range is $18-23/hour commensurate on experience.

The ideal candidate for this role is licensed and has prior customer service experience with excellent communication skills. If this sounds like you, apply now!