Personal Lines Customer Service Representative

Our office is looking to hire the right individual to join our outstanding team of insurance professionals. We are currently seeking a full-time Personal Lines Insurance Customer Service Representative (CSR).

JOB SUMMARY: The Customer Service Representative (CSR) will work as a member of the team. focused on providing exceptional and professional customer service to our current personal line clients and new prospects. The representative will be responsible for daily management of automobile, home, and umbrella insurance clients, researching and presenting answers to client questions about policies and coverage, rating/quoting PL products, and maintaining a partnership with producers to support business development activities.

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Flexible Schedule

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Hybrid Work Environment

401 K Plan

• Responsible for gathering information and providing risk management recommendations for the renewal of designated accounts prior to renewal and for delivering renewals by and/or binders for designated accounts, as needed.
• Conduct periodic service calls for designated accounts.
• Review updated client exposure survey information, obtain other renewal information from insured, and complete applications for designated renewal business. Assist Producer(s) as needed.
• Review renewals to determine if non-standard policies can be rewritten in a standard program.
• Prepare rewrite applications for business through companies no longer represented. Secure and submit required renewal underwriting information.
• Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Complete changes/requests.
• Review existing accounts to determine if additional lines of insurance should be solicited and does so by mail and/or phone prior to renewal.
• Receive and review all terminations and cancellations to determine action to be taken.
• Handle premium collection through form letters and request cancellation of policies when necessary.
• Follow up on outstanding claims and assist in claim resolution, as necessary.
• Document and maintain records of insureds and/or carriers interactions and transactions, recording details of inquiries regarding exposures and coverages and actions to be taken in agency management system.
• Provide prompt, accurate and professional service when interacting with customers, agency, and company personnel to minimize potential for errors & omissions claims.
• Performs other functions as assigned by management.

• High School diploma or equivalent.
• 3 years Personal Lines Insurance experience with property and casualty products.
• Hold a current license in Property and Casualty.
• Proficient in use of Microsoft Office Suite and Adobe Pro.
• Knowledge and experience with Epic software a plus.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Possess a supportive and responsive manner with internal and external customers.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy.
• Flexibility to adapt to changing priorities and manage multiple tasks simultaneously.
• Ability to interact and maintain good working relationships.
• Ability to work well independently and in a team environment.
• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
• Ability to identify problems and recommend solutions.
• Strong computer and data entry skills with knowledge of Microsoft Office Suite and other industry-related software programs.