Customer Service Representative

The Liberty Company Insurance Brokers and our Partners at Darr Schackow Insurance Agency have an in-office opportunity for a Commercial Lines Customer Service Representative in our Brick City office located in Ocala, FL.

Our culture-first approach has earned us multiple industry accolades, including being named a Top Insurance Employer for five consecutive years, repeated recognition on the Inc. 5000 fastest-growing companies list, and honors from Insurance Journal, Hale’s Report, and more — all testifying to the dynamic, people-centric environment we’ve built. Our award-winning culture is rooted in entrepreneurship, collaboration, and a genuine commitment to employee wellness.

As we continue to grow, we’re looking for people who want to contribute, innovate, and thrive in an environment where positivity and purpose go hand in hand. We believe in rewarding our people with a competitive total compensation package, including comprehensive benefits, generous paid time off and holiday pay, continued education support, and company-sponsored programs designed to promote wellness, stress management, and community involvement. Here, your career growth and your well-being aren’t just priorities — they’re part of who we are.

Position Summary:

The Commercial Lines Customer Service Representative is responsible for handling servicing tasks for existing accounts and quoting tasks for new accounts. This individual will talk to clients about their policies and process changes as needed. This role requires a strong ability to communicate and multi-task to offer our clients the highest level of customer service.

Specific Duties and Responsibilities:

• Bind coverage with required documents/forms and payments
• Manage all activities and workload in agency management system (Applied Epic)
• Review policies for accuracy
• Communicate regularly and directly with clients and underwriters
• Send out forms to clients that need to be reviewed and then collect payment
• Assist clients with requests for Evidence of Insurance
• Handle claim calls from clients, and then report claims to the appropriate carrier
• Follow up with clients and adjusters during claims process
• Answer incoming calls from clients with general policy questions
• Process payments from clients
• Assist with quoting activities