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Personal Lines Insurance Customer Service Representative

$4,200 per month

Big I Illinois

Personal Lines Insurance CSRWe are seeking an experienced Personal Lines Insurance CSR to provide exceptional service to our clients while handling daily policy servicing, quoting, processing, and agency operations. The ideal candidate will have prior independent agency experience and be comfortable working within an Agency Management System to efficiently manage client requests and workflow.Required QualificationsMinimum of 1+ years of Personal Lines insurance experience in an independent insurance agency environmentStrong knowledge of Personal Lines products including Home, Auto, Umbrella, Condo, Renters, and related coveragesExperience working directly with insurance carriers for quoting, endorsements, billing questions, underwriting requirements, and policy changesProficient experience using an Agency Management System (AMS) for: Entering and updating client informationProcessing endorsements and policy changesMaintaining accurate client files and documentationTracking activities, follow-ups, and workflowsReviewing policy information and assisting with servicing requestsExperience quoting new business and remarketing existing accountsAbility to prepare and issue Certificates of Insurance, Evidence of Insurance, ID cards, and other policy documentsStrong attention to detail and ability to manage multiple priorities in a fast-paced environmentExcellent written and verbal communication skillsAbility to work independently and make sound decisions while providing outstanding customer servicePreferred ExperienceExperience with multiple insurance carrier portalsExperience handling renewals, policy reviews, and account rounding opportunitiesExperience with personal lines underwriting requirements and carrier guidelinesKnowledge of agency procedures, workflows, and documentation standardsKey ResponsibilitiesProvide prompt and professional service to personal lines clientsHandle daily client requests including changes, billing questions, certificates, evidence, and policy documentationProcess endorsements accurately and efficientlyQuote new business and assist with account reviewsCommunicate with carriers regarding underwriting, coverage questions, and policy issuesMaintain accurate records within the Agency Management SystemAssist with renewal reviews and client retention effortsPrioritize workload while meeting agency service standardsIdeal CandidateThe successful candidate will be someone who can step into an active agency environment and contribute immediately with minimal training. Prior experience with an Agency Management System and independent agency workflow is strongly preferred. There is a potential to add extra income from sales. Compensation: $4,200.00 per monthIf you're looking for a career that offers flexibility, job stability, competitive compensation, and more, then you've come to the right place! Working with an independent agency is a great career choice.Independent insurance agents protect our customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.The demand for insurance professionals is growing every day! Is this career right for you?This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location, and not to Big I of Illinois Association. Big I Illinois

Vacancy posted 6 days ago
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