Personal Lines Customer Service Representative (CSR)

 

Job Summary
A dedicated and professional Personal Lines Customer Service Representative (CSR) is needed to support a Personal Lines department. This role is responsible for delivering excellent client service by assisting with standard personal insurance accounts.

 

Compensation Package

• Salary Range: $50,000 – $65,000+ (depending on experience)
• Comprehensive benefits package, paid time off, professional development opportunities, etc.

 

Responsibilities

• Process service requests such as adding/removing vehicles, billing inquiries, updating payees, adjusting coverages/mileage, and related tasks.
• Provide courteous and efficient assistance to clients for routine service needs.
• Manage client interactions by phone and email, ensuring prompt and accurate responses.

• Utilize EPIC software to maintain and update client records.

• Collaborate with the Personal Lines team to ensure smooth service delivery.

 

Qualifications/Requirements

• Licenses/Designations: Holds an active P&C (Property and Casualty) insurance license, or a Personal Lines license.
• Experience: At least 1 year of relevant insurance experience required; 2+ years preferred.
• Technical Skills: Proficiency with EPIC software is highly preferred.
• Soft Skills:
• Friendly and approachable demeanor.
• Strong punctuality and reliability.
• Professional written and verbal communication skills.

 

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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