Customer Relationship Executive – Remote Role

🏢 Florida Peninsula Insurance Company📍 Downtown, West Palm Beach💼 Full-Time💻 Remote🏭 Insurance💰 $50,000 - $70,000 per year

About Company

Florida Peninsula Insurance Company is a leading provider of homeowner’s insurance in Florida, dedicated to offering comprehensive coverage and exceptional service to our policyholders. Founded in 2005, we have grown to become one of the largest and most financially stable property and casualty insurance companies exclusively serving the Sunshine State. Our mission is to protect our customers’ most valuable assets with reliable insurance products, straightforward processes, and a commitment to prompt and fair claims handling. We pride ourselves on our deep understanding of the unique challenges and needs of Florida homeowners, delivering peace of mind through innovative solutions and a highly responsive team. We foster a collaborative and supportive work environment, believing that our employees are our greatest asset in achieving our goal of unparalleled customer satisfaction. Join a company that values integrity, professionalism, and community involvement.

Job Description

We are seeking a highly motivated and customer-centric Customer Relationship Executive to join our dynamic team in a fully remote capacity. This pivotal role will be instrumental in nurturing strong, long-lasting relationships with our policyholders, ensuring their satisfaction, and driving retention. As a Customer Relationship Executive, you will serve as the primary point of contact for a dedicated portfolio of clients, guiding them through their insurance journey, addressing inquiries, and proactively identifying opportunities to enhance their experience with Florida Peninsula. This is not a direct sales role, but rather a focus on service excellence, education, and advocacy for our policyholders. You will leverage your exceptional communication skills to build trust, resolve complex issues, and ensure that our clients feel valued and well-protected. The ideal candidate will thrive in a remote work environment, demonstrating strong self-discipline, organizational skills, and a commitment to delivering world-class service from their home office.

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Key Responsibilities

  • Manage a portfolio of existing policyholders, building and maintaining strong, trust-based relationships through regular communication.
  • Act as the primary point of contact for customer inquiries, policy reviews, and service requests, ensuring timely and effective resolution.
  • Educate policyholders on their coverage options, policy details, and any applicable changes or updates in an clear and understandable manner.
  • Proactively reach out to clients for policy renewals, coverage adjustments, and to assess their ongoing needs.
  • Collaborate cross-functionally with underwriting, claims, and sales teams to ensure a seamless and positive customer experience.
  • Document all customer interactions, feedback, and resolutions accurately within the CRM system.
  • Identify and escalate complex customer issues to appropriate departments for resolution, ensuring follow-up until completion.
  • Contribute to customer retention efforts by demonstrating the value of Florida Peninsula's products and services.
  • Stay informed about industry trends, company products, and regulatory changes to provide accurate and up-to-date information to clients.
  • Participate in ongoing training and professional development to enhance customer service and insurance knowledge.

Required Skills

  • Minimum of 2 years of experience in a customer service, account management, or relationship management role, preferably in a remote setting.
  • Exceptional verbal and written communication skills with a strong emphasis on empathy and active listening.
  • Proven ability to manage and prioritize multiple tasks in a fast-paced, remote environment.
  • Proficiency in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
  • Strong problem-solving abilities and a proactive approach to addressing customer needs.
  • High degree of professionalism, integrity, and discretion.
  • Reliable internet connection and a dedicated home office setup conducive to productive work.

Preferred Qualifications

  • Bachelor's degree in Business Administration, Communications, or a related field.
  • Prior experience in the insurance or financial services industry.
  • Florida 2-20 or 4-40 insurance license, or willingness to obtain one within a specified timeframe.
  • Familiarity with homeowner's insurance products and regulations specific to Florida.
  • Bilingual proficiency (English/Spanish) is a plus.

Perks & Benefits

  • Competitive salary with performance incentives.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) retirement plan with company match.
  • Generous paid time off (PTO) and company holidays.
  • Remote work flexibility, saving commute time and costs.
  • Opportunities for professional development and career advancement.
  • Supportive company culture focused on work-life balance.
  • Reimbursement for relevant professional licenses and continuing education.

How to Apply

Interested candidates are encouraged to apply by clicking on the application link below. Please ensure your resume highlights relevant experience and skills that align with the requirements of this remote Customer Relationship Executive role. We look forward to reviewing your application and potentially welcoming you to the Florida Peninsula Insurance family!

Apply Now

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