Job Description

Personal Lines Customer Service Representative

Job Summary

Join a collaborative team as a Personal Lines Customer Service Representative, where you'll leverage your skills to manage insurance policies, facilitate claims processing, and ensure client satisfaction through proactive communication and support. This role offers a rewarding opportunity to work closely with clients, collaborate with a dynamic team, and contribute to maintaining high standards of service and client retention.

Responsibilities

• Perform administrative and clerical duties to support 2 Account Managers (AMs).
• Assist clients throughout the claim submission process, offering updates on claim status and facilitating resolutions with adjusters or underwriters.
• Respond promptly to client inquiries and requests via phone, email, or in-person interactions.
• Process and manage personal lines insurance policies efficiently and accurately.
• Collaborate closely with underwriters, agents, and internal teams to ensure seamless processing of all personal lines policies.
• Enter and maintain client information and policy details in the company’s database and CRM system.
• Maintain regular communication with clients, providing updates on policy changes and billing matters.
• Prepare, review, and file insurance documents while ensuring adherence to accuracy and industry regulations.
• Address client concerns effectively, coordinating with underwriters, brokers, or other departments to achieve timely resolutions.
• Provide clients with comprehensive billing information, payment options, and assistance with payment-related inquiries.
• Uphold compliance with regulatory requirements, agency policies, and industry standards during client interactions.
• Cultivate and sustain strong client relationships to enhance retention and satisfaction levels.

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.
• An active Property and Casualty (P&C) Insurance License is preferred.
• 2+ years of relevant work experience in personal lines insurance.
• Prior working knowledge of policy management, quoting, or claims handling in a personal lines insurance setting.
• Preferred Agency Management System Experience: Applied Epic
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $22-$24/hourly (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid work schedule available.

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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