Job Description

Personal Lines CSR

Job Summary

An established agency is looking for a Personal Lines CSR to join their team. This integral position provides essential service and support functions, ensuring the smooth operation of the agency. In addition, this role is pivotal in maintaining client satisfaction. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel!

Responsibilities

• Assist in the management of client accounts and provide ongoing support.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Prepare accurate and timely quotes for new and renewal business.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.
• Maintain accurate and organized client files and documentation.
• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.

• Holds an active Property and Casualty (P&C) Insurance License.
• Familiarity with industry-specific software and technology platforms is preferred.
• 2+ years of relevant insurance industry experience preferred.
• Previous customer service experience is required.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Compensation: $40K (depending on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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