CSR

Personal Lines Service Representative

Location: Mondovi, WI

We are seeking an experienced and licensed Personal Lines Client Service Representative to join our team. This individual will play a key role in supporting our clients, servicing policies, and contributing to the overall success of our agency.

If you enjoy helping clients, solving problems, and working with a supportive team, we'd love to hear from you.

Position Summary

The Personal Lines Client Service Representative serves as a trusted resource for clients by providing prompt, professional, and accurate service throughout the policy lifecycle. This role manages policy servicing activities, supports account retention efforts, and helps deliver an outstanding client experience.

Key Responsibilities

Client Service & Relationship Management

• Manage a high volume of incoming client calls, emails, and service requests.
• Build and maintain strong relationships with clients through responsive and proactive communication.
• Identify client needs and provide appropriate solutions to ensure satisfaction and retention.
• Handle client concerns and complaints professionally while working toward timely resolution.
• Maintain accurate client records and documentation within agency management systems.

Policy Servicing

• Process policy endorsements, changes, renewals, cancellations, reinstatements, and other service transactions.
• Prepare and deliver certificates, evidence of insurance, and other policy-related documents as needed.
• Assist clients with coverage questions and policy reviews.
• Support the renewal process by reviewing accounts, obtaining quotes, and preparing renewal information.
• Work closely with insurance carriers to resolve policy, billing, and coverage issues.

Agency Operations

• Utilize agency management systems and carrier portals to efficiently service accounts.
• Maintain compliance with agency procedures and insurance regulations.
• Collaborate with producers and fellow service team members to ensure a seamless client experience.
• Contribute to agency retention and growth initiatives through exceptional service delivery.

Qualifications

Required

• Current Property & Casualty Insurance License.
• Minimum of 1 year of Personal Lines insurance experience in an agency environment.
• Strong knowledge of personal lines insurance products and coverage concepts.
• Excellent customer service, communication, and problem-solving skills.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Office Suite.

Preferred

• Experience with Applied Epic or AMS360 agency management systems.
• Independent agency experience.
• Familiarity with multiple carrier platforms and rating systems.