Customer Service Insurance Advisor
Happy HalloweenEstero, Florida
$42,500 - $52,500 / year
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Job Description
Responsive recruiter
Benefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Company parties
- Competitive salary
- Dental insurance
- Employee discounts
- Health insurance
- Paid time off
- Parental leave
- Training & development
- Tuition assistance
- Vision insurance
- Wellness resources
About Us
At Ted Todd Insurance, we believe exceptional service begins with people who genuinely care. Our Customer Service team is the heart of our agency supporting clients, solving problems, and ensuring every person who contacts us feels heard, protected, and valued.
We are an ethical, compliance-focused, team-centered organization where doing what’s right for the customer always comes first. If you thrive in a positive environment where teamwork, professionalism, and client relationships matter, you will enjoy being part of our culture.
About the Role
As a Customer Service Insurance Advisor, you are the voice of TTI for existing clients. You’ll provide guidance, answer questions, resolve concerns, make policy updates, and identify coverage gaps always with integrity and clarity.
Your mission is to create a WOW experience at every interaction by being knowledgeable, patient, solution-focused, and genuinely committed to helping people understand their insurance.
This is not a sales role with quotas. It is a client relationship role focused on service excellence, accuracy, and consultative support.
What You’ll Do
- Handle 30+ inbound service calls per day with professionalism and empathy.
- Provide clients with a warm, educational, and exceptional experience every time.
- Communicate through phone, email, text, and chat with equal clarity and professionalism.
- Listen carefully to understand each client’s needs and concerns.
- Set clear expectations and ensure timely follow-up on all service tasks.
- Review coverage and help identify potential gaps or exposures so clients can make informed decisions.
- Complete data entry and documentation across multiple platforms accurately and promptly.
- Work collaboratively with Sales, Retention, and other internal teams to solve problems and support clients.
- Uphold all compliance, documentation, and communication standards.
This Role Is a Great Fit If You…
- Are a strong communicator who can explain information simply and clearly.
- Enjoy helping people and solving problems.
- Take pride in providing exceptional service not just “answering questions.”
- Thrive in a structured, supportive, in-office environment with a team mindset.
- Stay calm under pressure and handle multiple inquiries with professionalism.
- Have strong attention to detail and accuracy in documentation.
- Believe that doing what is right for the customer is non-negotiable.
Qualities of a Successful Customer Service Advisor
- Communicates confidently across phone, email, text, and chat.
- Creates a WOW experience through friendliness, clear explanations, and reliability.
- Works collaboratively with teammates to meet client needs.
- Handles data entry with ease and accuracy.
- Brings a positive, unifying work ethic that supports a culture of teamwork.
- Is motivated by helping clients feel protected and supported.
Qualifications
- Customer service or administrative experience preferred (insurance experience is a plus).
- Strong verbal and written communication skills.
- Ability to navigate multiple systems while assisting customers.
- High attention to detail and accuracy.
- 18+ and legally eligible to work in the U.S.
- High school diploma or equivalent.
- This is an in-office role.
If you enjoy helping people and want to be part of a trustworthy, mission-driven team, we’d love to meet you.
Compensation: $42,500.00 - $52,500.00 per year
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Join the Ted Todd Insurance Team
Ted Todd Insurance (TTI), an Allstate agency with a longstanding history since 1986, is the largest Allstate agency operating out of Florida. We have a passion for growth and are actively seeking top talent from across the nation to join our dynamic team. With four offices spread throughout Florida, our mission is to leave both our customers and employees better than we found them. We operate with a foundation built on integrity, accountability, continuous development, and open communication.
Why TTI?
At TTI, we are proud of the inclusive and friendly culture we have built. Our insurance professionals are driven, exceeding their goals daily while making a significant impact in the insurance world. We prioritize a work environment where diversity is championed, and every individual’s voice is heard.
Our Commitment to Diversity and Inclusion
We strive to be an organization free from discrimination, ensuring no one is treated differently based on race, religion, ethnicity, gender, gender identity, age, marital status, sexual orientation, veteran status, or disability status. We believe in the strength that comes from diversity and inclusivity.
Professional Growth and Rewards
At TTI, you will find a team dedicated to your professional and personal growth. We reward those who work hard, show compassion, and contribute to our mission of transforming the insurance industry.
If our mission and values resonate with you, we believe you will thrive here at TTI. Join us and make a difference in the insurance world.
The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.