Job Description

Job Summary

We are seeking a highly organized and customer-focused Personal Lines Customer Service Representative (CSR) to join our team. The role will involve providing exceptional customer service to clients with personal lines insurance needs, managing accounts, and fostering long-term client relationships.

Responsibilities

• Communicate with clients to understand their personal insurance needs and provide appropriate solutions.
• Manage and maintain client accounts, ensuring accuracy and completeness of policies.
• Process policy changes, renewals, and updates with attention to detail and timeliness.
• Respond to client inquiries, concerns, and claims promptly and professionally.
• Collaborate with the sales team to identify opportunities for account growth and cross-selling.
• Keep abreast of industry trends, company policies, and best practices to provide informed guidance to clients.

Qualifications/Requirements

• Previous personal lines insurance experience.
• Strong knowledge of personal insurance products and underwriting processes.
• Excellent communication and interpersonal skills with a focus on providing exceptional customer service.
• Proficiency in insurance management software and Microsoft Office suite.
• Ability to multitask, prioritize work, and manage time effectively in a fast-paced environment.
• Holds an active P&C (Property and Casualty) insurance license.

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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