Job Description
Job Title: Personal Lines Customer Service Representative (CSR)
Location: In-Office | Summerset, NJ or Newark, NJ
Schedule: Full-Time | Monday–Friday (5 Days Onsite)
Salary: 45-65k
About Us:
We are a well-established independent insurance agency with two convenient office locations in Summerset and Newark, New Jersey. Our mission is to provide personalized insurance solutions with a strong focus on customer care and community connection. We are currently seeking a motivated and bilingual (English/Spanish) Personal Lines CSR to join our team and support our growing client base.
Position Overview:
The Personal Lines Customer Service Representative will provide exceptional service to our personal lines clients, assisting with policy inquiries, renewals, endorsements, and coverage recommendations. The ideal candidate is licensed in Property & Casualty, fluent in both Spanish and English, and committed to delivering outstanding client experiences.
Key Responsibilities:
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Serve as the primary point of contact for personal lines clients
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Handle policy changes, billing inquiries, and general service needs
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Provide quotes, process endorsements, and assist with renewals
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Review and explain coverages, deductibles, and policy options
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Maintain accurate client records and documentation in the agency management system
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Follow up with carriers and clients to ensure timely processing of requests
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Identify opportunities to cross-sell and upsell appropriate coverages
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Collaborate with producers and fellow team members to ensure high-quality service
Requirements:
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Active New Jersey Property & Casualty License (Required)
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Bilingual: Fluent in Spanish and English (Required)
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Minimum of 1–2 years of experience in personal lines insurance preferred
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Strong communication and customer service skills
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Proficient in Microsoft Office and agency management system Applied Epic
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Ability to work independently and in a team environment
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Must be able to work in-office full-time, Monday through Friday