Customer Service Representative - job 1 of 8

Retirement & Insurance Services of Florida, LLC is dedicated to ensuring our clients' long-term financial stability by offering insightful options to enhance their retirement strategies. Our mission centers on helping clients understand all elements crucial to achieving a successful and secure retirement. Located near Brandon, Florida, we pride ourselves on personalized service and a commitment to financial education. As a Customer Service Representative at our company, you will play a pivotal role in supporting our clients through their journey to financial confidence by addressing their inquiries, providing clear information regarding retirement and insurance options, and fostering strong, trusting relationships. This role is perfect for someone passionate about client service who wishes to make a meaningful impact within the insurance industry by helping people plan for their future. If you are a proactive communicator with a desire to contribute to others' financial success, join our team and become part of an environment where customer satisfaction is paramount and your work directly contributes to the long-term well-being of our clients.

Responsibilities

• Respond promptly and professionally to client inquiries via phone, email, or in-person.
• Provide accurate information about retirement and insurance products offered by the company.
• Assist clients in understanding their policy details and coverage options.
• Maintain detailed and organized client records within the company database.
• Collaborate with insurance agents and financial advisors to resolve client issues.
• Follow up with clients to ensure satisfaction and address any ongoing concerns.
• Educate clients about the keys to a successful retirement and potential strategy improvements.
• Support administrative tasks including processing applications and handling documentation.

• High school diploma or equivalent; associate degree or higher preferred.
• Previous experience in customer service, preferably within the insurance or financial services industry.
• Strong communication skills, both written and verbal.
• Ability to explain complex information clearly and patiently to clients.
• Detail-oriented with excellent organizational and multitasking skills.
• Proficient in using customer management software and Microsoft Office suite.
• Problem-solving skills and a client-focused attitude.
• Ability to work independently as well as collaboratively in a team environment.
• Willingness to learn about insurance products and retirement planning strategies.