17 client support representative jobs at 10 companies in Eustis, FL
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Insurance Client Support Representative - Personal Lines
The Villages, Florida, United States
OnsiteFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
1+ YOEOne to two years in the insurance industry; current 4-40 license; strong analytical, communication, and detail-oriented skills; proficient in Microsoft Office.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication, interpersonal and time-management skills; self-motivated; basic CRM and computer skills; able to work independently in a remote sales role.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivation, time management, and basic CRM/computer skills.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires or willingness to obtain an insurance license, strong communication and interpersonal skills, self-motivated and results-driven, basic computer and CRM skills, ability to work independently.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer skills for CRM, and ability to work independently and manage time.
Veritext: Provider of technology-enabled court reporting and litigation support services.
Respond to client requests via phone and email, schedule proceedings in proprietary software, assign resources, confirm next-day assignments, and provide professional client and vendor support with strong written/verbal communication and attention to detail.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
0+ YOEProcessing mortgage-backed securities and client transactions, meeting SLAs, reviewing reports and exceptions, customer support, strong analytical and communication skills; bachelor's preferred; 0-5 years experience.
Fort Lauderdale or Fort Myers or Miami or Ocala or Panama City or Sarasota or Tampa
HybridFull Time
ExzeoNYSE: XZO: Provides technology platforms and data analytics for insurance carriers.
Provide inbound policy and claims support, process endorsements and payments, maintain accurate records, meet QA and attendance standards, and obtain required insurance license within 90 days.
Associate, (Non Supervisory), Fund/Client Accounting Representative II
Lake Mary, Florida, United States
$52k-$83k/yrOnsiteFull Time
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
5+ YOEBachelor’s in accounting; 5–7 years in accounting support, NAV production, reporting; ability to lead without direct reports and coordinate junior staff.
The True North Group: Provides supplemental health and life insurance for small businesses.
Outside sales experience preferred; able to meet business owners, present benefits, build client relationships, use CRM, and obtain Health & Life licenses within 90 days (support provided).
Allen Agency: Independent agency providing life insurance and mortgage protection products.
0+ YOE1099 commission-based role; insurance license required before selling (training/licensing support provided); no prior insurance experience required; coachable and dependable with client communication skills.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Provide inbound client support by phone, deliver clear empathetic communication, learn industry licensing (SIE, Series 7 & 63) through paid training, and work assigned shifts including evenings, overnights, and weekends.
Entry Level Insurance Representative - Training Provided
Alafaya, Florida, United States
FieldContract
AmeriLife: Provides insurance and retirement products to the senior market.
No prior insurance experience required; valid driver’s license and reliable transportation required; self-motivated, entrepreneurial, client-focused; licensing support and training provided.
Entry-Level Sales Representative – Veterans Encouraged to Apply
Groveland, Florida, United States
$65k-$85k/yrFieldFull Time, Contract
Altitude Business Group: Distributes supplemental health and life insurance for families and businesses.
Build relationships with local business owners, conduct needs-based consultations, enroll and support clients, follow up for retention; participates in weekly training. Veterans encouraged; licensing assistance provided.
Evok Advertising: Full-service agency providing advertising, branding, and marketing strategies.
Organize and support events and activations, travel regularly across Florida (including occasional overnight and weekend events), coordinate logistics/vendors, support client communication, and represent the agency onsite.
Specialist, Anti Money Laundering/Prevention/KYC Representative II
Lake Mary, Florida, United States
$52k-$99k/yrOnsiteFull Time
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
High school required (bachelor's preferred). Experience with AML/KYC, strong communication, 5-7 years preferred. Prepares risk profiles, conducts due diligence, and supports complex client reviews.