Personal or Commercial Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Personal or Commercial Lines Customer Service Representative (CSR) to join a small, community-oriented agency. This role offers the opportunity to work closely with clients in a supportive and personalized environment. The ideal candidate will have a passion for helping others, strong communication skills, and the ability to work independently.

Compensation Package

• Salary: $45,000 - $72,000 (depending on experience) + commission & bonus opportunities
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients, ensuring their insurance needs are met with professionalism and care.
• Manage and service Personal Lines or Commercial Lines accounts, with the opportunity to learn and transition between the two.
• Utilize agency management software to maintain accurate client records and process transactions.
• Communicate effectively with clients, carriers, and team members to resolve inquiries and provide solutions.
• Work independently and efficiently in a small team environment, contributing to the agency's mission of personalized, community-focused service.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of relevant experience preferred.
• Technical Skills: Familiarity with TAM software is preferred; willingness to learn Epic software is required.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Detail-oriented and self-motivated.
  • Ability to work independently with minimal supervision.
  • A team player who thrives in a small, collaborative environment.

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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