NON-RESIDENT CUSTOMER REPRESENTATIVE

TYPE AND CLASSES:

• 9-40 Customer Representative

Florida Statutes 626.741 (1) (b) defines a “CUSTOMER REPRESENTATIVE” as a salaried employee of the general lines (property and casualty) agent or agency. The customer representative transacts insurance under the supervision of a licensed and appointed resident general lines agent of Florida.

Application Qualifications:

• Complete an online application for License and submit appropriate fees. Apply for license
• Be a natural person at least 18 years of age.
• Be a resident of another state sharing a common boundary with this state (Georgia or Alabama) and has been employed in this state for a period of not less than six months.
• Be a United States citizen or legal alien who possesses a work authorization from the United States Immigration and Naturalization Services.
• Be fingerprinted on cards provided by the Florida Department of Financial Services. Two fingerprint cards are mailed to the applicant.

State Examination Qualifications: Must be completed within the last two years

• Successfully completed a 100 hour classroom course in all lines of insurance except life and annuities (DICE Link); or
• Successfully completed a correspondence course in all lines of insurance except life and annuities (DICE Link); or
• Completed at least six months’ experience in responsible insurance duties as a full-time employee (of an insurer, general lines agent or agency, etc.) in all lines except life and annuities Qualification and Verification Form Link); or
• Successfully completed at least 6 semester hours of credit or its equivalent in property and casualty courses from an accredited college or university (an official transcript required); or
• Be fingerprinted on cards provided by the Florida Department of Financial Services. Two fingerprint cards are mailed to the applicant.

Exemptions for State Examination

• An original letter from one of the following institutions awarding one of the following designations:
• American Institute for Property and Liability Underwriters - Chartered Property and Casualty Underwriters (CPCU)
• Insurance Institute of America - Accredited Advisor in Insurance (AAI)
• Society of Certified Insurance Counselors - Certified Insurance Counselor (CIC)
• Independent Insurance Agents of America - Accredited Customer Service Representative (ACSR)
• National Association of Professional Insurance Agents - Certified Professional Service Representative (CPSR)
• National Association of Christian Catastrophe Insurance Adjusters - Certified Insurance Representative (CIR)
• Society of Certified Insurance Service Representatives - Certified Insurance Service Representative (CISR)
• Florida Association of Insurance Agents - Certified Customer Service Representative (CCSR)
• Accredited Postsecondary Institute in this State - Registered Customer Service Representative (RCSR)
• Professional Career Institute - Professional Customer Service Representative (PCSR)

Special Notes

• Cannot be employed by more than one general lines agent or agency at any given time and must be housed in the office of the agent or agency.
• May only transact the kinds of insurance his/her appointing agent or agency is authorized to write.
• All business transacted by the customer representative must be in the name of the agent or agency.
• Applicant cannot be licensed as a general lines agent, service representative, public adjuster or managing general lines agent while holding this type and class of license.
• Cannot engage in transacting insurance outside of the office of his/her agent or agency.
• Must be a salaried employee. Compensation shall not include commissions and shall not be primarily based on the production of applications, insurance, or premiums.