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Division Director

Greg Thomas

Insurance Agent and Agency Services
200 East Gaines Street
Tallahassee, FL 32399-0318
Bureau of Licensing
(850) 413-3137
Bureau of Investigation
(850) 413-3136
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  • 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.
  • You must be fingerprinted. [Click here and follow the instructions]

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 Search Link); or
  • Successfully completed a correspondence course in all lines of insurance except life and annuities (DICE Search 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);

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.