Job Description

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a team. The ideal candidate will play a pivotal role in providing exceptional service to a clients by managing personal lines insurance accounts, including home, auto, jewelry, art, boats, and flood policies.

Compensation Package

• Salary: Competitive, ranging from $50,000 to $60,000 annually, based on experience.
• Benefits: Comprehensive medical, dental, and vision coverage.

Responsibilities

• Manage personal lines insurance accounts, including renewals, certificates, endorsements, policy changes, and marketing.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Assist with quoting new and renewal business as needed.
• Maintain accurate and up-to-date records in the agency management system.
• Collaborate with the Personal Lines Manager and team to ensure seamless account management.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 1 year of experience in an insurance agency setting. Experience with Farmers Insurance is a plus.
• Technical Skills: Familiarity with Applied Epic software is preferred but not mandatory.
• Soft Skills:
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • A customer-focused mindset with a passion for providing outstanding service.
  • Ability to work collaboratively in a team environment.
  • Commitment to staying in a servicing-focused role.

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