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Client Services Representative

EXZEO GROUP, INC
Posted a month ago, valid for 16 days
Location

Fort Lauderdale, FL 33394, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Exzeo is seeking a Client Services Representative in Fort Lauderdale, FL, to support policy servicing and claims-related activities for multiple insurance carriers.
  • The role requires strong communication skills, excellent customer service ability, and a detail-oriented approach, with a preference for candidates with P&C insurance knowledge.
  • Candidates must have an associate or bachelor’s degree in a related field and be able to obtain a 20-44 or 2-20 Insurance License within 90 days of employment.
  • The position offers a salary of $45,000 per year and requires at least 1-2 years of relevant experience.
  • Exzeo provides comprehensive benefits including 100% employer-paid health insurance, a flexible paid time off plan, and 401(k) matching.

Job DetailsJob Location: Fort Lauderdale, FL 33301JOB SUMMARY Exzeo’s Client Services Representative will support policy servicing and claims-related activities across multiple insurance carriers. You will provide high-quality service to agents and policyholders on behalf of our clients. This role is responsible for handling inbound inquiries and processing policy transactions with accuracy, efficiency, and compliance.   AVAILABLE SHIFTS Tuesday-Saturday, 1-10pm Sunday-Thursday, 1-10pm ESSENTIAL DUTIES & RESPONSIBILITIES Deliver professional, courteous, and solution-oriented customer service  Handle inbound calls and respond to inquiries related to policies, billing, and claims  Process endorsements, policy changes, cancellations, reinstatements, and payments  Prepare quotes and policy documentation  Maintain accurate records across multiple systems  Support First Notice of Loss (FNOL) intake  Assist during catastrophe (CAT) events  Ensure compliance with carrier guidelines and regulations  Meet performance standards, including adherence to schedule, attendance requirements, and Quality Assurance (QA) score expectations  Participate in ongoing training and development; continuing education requirements  REQUIRED SKILLS & EXPERIENCE Strong communication skills  Excellent customer service ability  Detail-oriented and accurate  Strong problem-solving skills  Ability to multitask in a fast-paced environment  P&C insurance knowledge a plus  Bilingual a plus  EDUCATION & TRAINING Associate or bachelor’s degree in Insurance, Risk Management, Business Administration, or closely related field preferred. LICENSE OR CERTIFICATIONS 20-44 or 2-20 Insurance License must be obtained within 90 days of employment (company paid).   To foster Exzeo’s commitment to creating a collaborative work environment, remote workers will be required to report to a central office location for one week every quarter for collaboration, team building, and educational exercises.  Exzeo offers 100% employer-paid health, dental, vision, life, and disability insurance for employees, a flexible paid time off plan, a 401(k) match, and bonus potential. Qualifications




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