Job Description

Commercial and Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Commercial and Personal Lines Customer Service Representative (CSR) to join a growing team. The ideal candidate will bring a strong background in insurance, a commitment to excellent customer service, and the ability to handle a variety of responsibilities in a fast-paced environment.

Compensation Package

• Salary Range: $40,000 - $54,000 annually ($20 - $26/hour), overtime eligible
• Benefits: Comprehensive benefits package available
• Work Environment: On-site
• Travel: No travel required

Responsibilities

• Provide A-Z servicing for commercial and personal lines accounts, supporting account managers in day-to-day operations.
• Handle small to mid-market commercial lines and generalist personal lines accounts.
• Assist with quoting new and renewal business.
• Maintain strong relationships with clients, ensuring their needs are met promptly and professionally.
• Utilize Epic software to manage accounts and documentation efficiently.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; open to candidates with relevant experience willing to obtain licensure.
• Experience: Minimum of 1+ years in the insurance industry, with a strong preference for candidates with good tenure and prior experience in commercial or personal lines.
• Skills:
  • Proficiency in Epic software is a plus.
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • A customer-focused mindset with a commitment to delivering exceptional service.
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.

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