Job Description

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join a team. This role is integral to providing exceptional service to clients, ensuring their insurance needs are met with efficiency and care. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and the ability to take initiative in a fast-paced environment.

Compensation Package

• Hourly Rate: $28–$30 per hour (negotiable based on experience)
• Benefits: Comprehensive health insurance, paid time off (PTO), and employee benefits

Responsibilities

• Provide exceptional customer service to clients by addressing inquiries, resolving issues, and ensuring satisfaction with personal lines insurance products.
• Manage and maintain client accounts, including policy renewals, endorsements, and changes.
• Communicate effectively with underwriters and other stakeholders to ensure timely and accurate processing of policies.
• Take initiative to proactively identify client needs and offer appropriate solutions.
• Utilize the Epic software system to manage client information and documentation.
• Collaborate with team members to ensure seamless operations and client satisfaction.

Qualifications/Requirements

• Experience: 2–5 years of experience in personal lines insurance is preferred.
• Licensure: Holds an active P&C (Property and Casualty) insurance license.
• Technical Skills: Proficiency in Epic software is highly desirable.
• Soft Skills: Strong communication skills, proactive problem-solving abilities, and a customer-focused mindset.
• Work Ethic: Must be self-motivated, detail-oriented, and capable of taking initiative, including making calls to underwriting when necessary.

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