Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a growing team. This role is ideal for a professional with experience in personal lines insurance who thrives in a collaborative environment and is passionate about delivering exceptional customer service. With hybrid work flexibility, comprehensive training, and opportunities for growth, this position offers a supportive and dynamic work environment.

Compensation Package

• Salary Range: Up to $60,000 annually (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients by addressing inquiries and resolving issues promptly
• Service personal lines accounts, including quoting new and renewal business
• Process endorsements and policy renewals accurately and efficiently
• Assist with light sales activities, if comfortable, to support agency growth
• Collaborate with team members to ensure seamless client experiences
• Utilize IMS Xanatek software for account management and documentation

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience:
  • Minimum of 1 year of experience in personal lines insurance
  • Experience with Erie Insurance is highly preferred
  • Sales experience is a plus
• Strong team player with excellent communication and interpersonal skills
• Ability to adapt to a hybrid work schedule and commute within a 30-minute radius
• Proficiency in IMS Xanatek software is a plus, but training will be provided

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