Job Description

Personal Lines Customer Service Representative

Job Summary
Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative to join a collaborative team. This role involves managing and servicing a book of personal insurance accounts, including home, auto, and umbrella policies. The ideal candidate will bring a strong background in personal lines insurance, excellent customer service skills, and the ability to manage accounts from start to finish.

Compensation Package

• Salary Range: $50,000 – $60,000 annually
• Benefits: Comprehensive benefits package, including 401(k)

Responsibilities

• Manage and service a book of approximately 250 personal lines accounts.
• Handle all aspects of account servicing, including quoting, renewals, endorsements, and policy changes.
• Deliver exceptional customer service by responding to client inquiries and resolving issues in a timely manner.
• Use the agency management system to manage accounts and ensure accurate recordkeeping.
• Collaborate with team members to ensure efficient, client-centered service.

Qualifications/Requirements

• License: Holds an active P&C (Property and Casualty) insurance license.
• Experience: 1–3 years of experience in personal lines insurance.
• Technical Skills: Previous experience utilizing agency management software preferred.
• Soft Skills:
  • Strong attention to detail and organizational abilities
  • Excellent communication and interpersonal skills
  • Ability to multitask and prioritize effectively
  • Customer-focused and solutions-oriented mindset
  • Team player with a proactive attitude

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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