Personal Lines Customer Service Representative

Express Employment Professionals Defunct

Job Full Description

Personal Lines Customer Service Representative

(Insurance Agency $23-28/hour)

The Customer Service Representative (CSR) is a key relationship partner between our agency, our clients, and our carrier partners. For many clients, you are the agency - the trusted professional they rely on to understand, select, and place the right insurance coverage.

This role blends service, insurance knowledge, and sales awareness . You'll explain coverage, evaluate underwriting guidelines, support policy placement, and proactively identify opportunities to better protect our clients.

What You'll Do

Deliver exceptional client service by responding promptly and thoughtfully to client inquiries
Explain, select, and place personal lines insurance coverage based on client needs and carrier guidelines
Maintain accurate client files and process routine correspondence, including preparing policy documentation
Review individual client files prior to or at renewal to assess coverage and recommend changes as needed
Support account growth by identifying cross-sell opportunities in line with agency marketing plans
Collaborate with other agency team members to ensure a seamless client experience
Utilize the Agency Management System (training provided)
Work efficiently in Microsoft Word and Excel and navigate multiple carrier and vendor websites with accuracy

What We're Looking For

Associate's degree preferred
Knowledge of personal lines insurance (home, auto, umbrella, etc.)
1+ year of customer service experience, preferably within a similar professional services environment
Strong communication skills - both verbal and written
Ability to manage multiple priorities with attention to detail and organization
Sound judgment and the ability to assess coverage and underwriting considerations
Comfortable engaging clients, building rapport, and identifying additional coverage needs

How You'll Show Up

Professional, dependable, and client-focused
Energetic, proactive, and comfortable taking initiative
Detail-oriented with strong time management skills
Able to stay composed and productive in a fast-paced environment
Organized, collaborative, and solutions-oriented

Albany, NY
2926
501 New Karner Road
Albany, NY 12205

Apply

Vacancy posted 10 hours ago

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