PL/CL Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines/Commercial Lines (PL/CL) Customer Service Representative (CSR) to join a close-knit and family-oriented team. This role is ideal for a professional who thrives in a collaborative and upbeat office environment. As a CSR, you will play a pivotal role in providing exceptional service to a clients, ensuring their needs are met with efficiency and care.

Compensation Package

• Salary: $50,000 annually, with opportunities to transition into a sales role that includes new business commission on the first year.
• 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.
• Perform manual data entry for servicing accounts with accuracy and attention to detail.
• Support both Personal Lines and Commercial Lines accounts.
• Collaborate with team members to maintain a positive and productive work environment.
• Utilize software tools such as Microsoft 365, AMS360, and GoTo to manage daily tasks efficiently.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: 1-3 years of relevant experience in customer service or insurance.
• Technical Skills: Proficiency in Microsoft 365, AMS360, and GoTo software.
• Preferred Background: Open to candidates with experience in captive insurance.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work onsite in Pepin, WI or Durand, WI.

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