Personal Lines Rater

LocationApex
Job type Permanent
DisciplineAgency
Reference147418

Job description

Personal Lines Rater & CSR

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Rater & Customer Service Representative (CSR) to join a team. This role offers an excellent opportunity for growth, with the potential to advance into an Account Manager (AM) position or even a Producer role. As a key member of our team, you will play a vital role in providing exceptional service to the clients, maintaining long-term relationships, and ensuring client satisfaction. If you are passionate about delivering personalized service and thrive in a collaborative, family-oriented work environment, encourage you to apply.

Compensation Package

  • Salary Range: $45,000 - $55,000 annually, based on experience.
  • Benefits: Comprehensive benefits package, including a 401(k) plan.
  • Work Environment: Fully onsite position with a flexible and accommodating workplace culture.

Responsibilities

  • Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
  • Quote new and renewal business for personal lines insurance accounts.
  • Handle incoming calls, gather client information, and maintain accurate records.
  • Collaborate with team members to ensure a seamless client experience.
  • Support the Account Manager and other team members in administrative tasks as needed.
  • Maintain a focus on client retention and building long-term relationships.

Qualifications/Requirements

  • Experience: Minimum of 2 years of relevant experience in customer service or insurance-related roles.
  • Licensing: Property & Casualty (P&C) license preferred but not required upon hire; must be willing to obtain the license if not already certified.
  • Technical Skills: Familiarity with EPIC software is preferred.
  • Soft Skills: Strong communication skills, attention to detail, ability to work collaboratively, excellent organizational skills, and a client-focused mindset.
  • Work Environment: This is a fully onsite position; remote work is not available. Candidates must be local or willing to commute.

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