We are seeking a customer-focused and detail-oriented Insurance Customer Service Representative to support clients with their personal lines insurance needs, including auto and homeowners policies. This role serves as a trusted resource for policyholders, providing exceptional service and guidance through phone, email, and in-person interactions.
The ideal candidate will have strong communication skills, a commitment to customer satisfaction, and the ability to manage policy servicing activities accurately and efficiently. An active Property & Casualty Insurance License is highly preferred; however, candidates with relevant insurance experience who are willing to obtain licensure are encouraged to apply.
Essential Responsibilities
- Provide comprehensive service and support for personal lines insurance policies, including auto and homeowners coverage.
- Assist clients with policy questions, coverage options, billing inquiries, and general account servicing needs.
- Process policy changes, endorsements, renewals, cancellations, and reinstatements accurately and in a timely manner.
- Guide clients through insurance options and help them understand available coverages and policy features.
- Support customers throughout the claims process by answering questions and coordinating with carriers as needed.
- Maintain clear, professional, and responsive communication through phone, email, and in-person interactions.
- Resolve client concerns efficiently while delivering a high level of customer service and satisfaction.
- Maintain accurate customer records, policy documentation, and account notes within agency management systems.
- Collaborate with insurance carriers and internal team members to ensure prompt issue resolution.
- Monitor policy activity and follow up on outstanding service requests.
- Ensure compliance with all agency procedures, carrier guidelines, and state insurance regulations.
- Build and maintain positive, long-term relationships with clients through exceptional service and professionalism.
Qualifications
Required
- High school diploma or equivalent.
- Strong customer service, communication, and problem-solving skills.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency with computer systems, email, and Microsoft Office applications.
- Ability to communicate professionally with clients, carriers, and team members.
Preferred
- Active Property & Casualty (P&C) Insurance License.
- Minimum of 3 years of insurance customer service experience.
- Experience servicing personal lines insurance policies, including auto and homeowners coverage.
- Familiarity with policy endorsements, renewals, claims support, and agency management systems.
- Knowledge of insurance industry regulations and best practices.