Job Title: Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a motivated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a dynamic team. As a CSR, you will be the front-line connection between the organization and their clients, providing excellent service and support for personal insurance policies. You will be responsible for nurturing client relationships, assisting with policy management, and delivering personalized solutions. If you are passionate about customer service, thrive in a fast-paced environment, and appreciate the value of effective communication, we would love to hear from you.

Responsibilities

• Serve as the first point of contact for clients, addressing inquiries and resolving issues related to personal insurance policies.
• Assist clients with policy changes, renewals, and payments, ensuring accurate and timely updates.
• Educate customers on insurance products and services to identify opportunities for cross-selling and upselling.
• Act as a liaison between customers and insurance carriers to facilitate claims processing and other policy-related matters.
• Maintain accurate and organized records of customer interactions, transactions, and updates in the database.
• Build and foster strong, long-lasting client relationships through professional, responsive, and empathetic service.
• Collaborate with team members in addressing complex client needs and sharing best practices.

Qualifications/Requirements

• Proven experience in a customer service, insurance, or related role.
• Proficiency in Microsoft Office Suite and familiarity with agency management software is a plus.
• Strong verbal and written communication skills.
• Exceptional problem-solving capabilities and the ability to handle challenging customer interactions with professionalism and empathy.
• Holds an active P&C (Property and Casualty) insurance license (or willingness to obtain).
• Ability to manage multiple tasks while maintaining accuracy and focus in a fast-paced environment.
• Outstanding interpersonal skills with a client-first mindset.
• Highly organized with excellent attention to detail.
• Collaborative team-player who thrives within a dynamic team setting.

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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