Personal Lines CSR

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a growing team. This role is pivotal in providing exceptional service to clients by managing personal insurance accounts, including auto, home, renters, and umbrella policies. The ideal candidate will have a strong background in personal insurance, excellent communication skills, and a client-centered approach. This position offers a hybrid work environment.

Compensation Package

• Salary: $50,000 - $55,000 annually
• Benefits:
  • Comprehensive health, dental, vision, and life insurance
  • Short and long-term disability insurance
  • Paid time off (PTO) and 10 paid holidays
  • Continuing education and professional development support
  • Performance-based bonuses
  • Positive and collaborative work environment
  • Opportunities for career advancement in a growing agency

Responsibilities

• Assist Account Managers in servicing a designated book of personal lines business.
• Build and maintain strong client relationships through responsive communication and proactive account management.
• Process policy changes, endorsements, certificates of insurance, renewals, and audits.
• Collaborate with producers to identify client needs and provide strategic insurance solutions.
• Work with carriers to obtain quotes, negotiate terms, and resolve billing or policy issues.
• Review coverages and assist clients with claims as needed.
• Maintain accurate documentation in the agency management system.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 1 year of experience in personal insurance lines preferred.
• Technical Skills: Proficiency in AMS360 or similar agency management systems.
• Soft Skills:
  • Client-centered approach
  • Adaptability
  • Politely assertive communication
  • Engaging and personable demeanor
  • Strong attention to detail
• Work Environment: Hybrid preferred (2 days remote, 3 days in-office).
• Other Requirements: A proven track record of consistent job tenure in previous roles is required.

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