Insurance Customer Service Representative

Job Description

Job Description

AmeriStaff is seeking a Personal Lines & Health & Life Customer Service Representative to join a well-established, community-focused insurance agency with a strong reputation in Southwest Virginia. Will play a key role in meeting the overall insurance needs of clients across both Personal Lines and Life & Health products.

Benefits of the Personal Lines & Health & Life Customer Service Representative:

• In-office position
• Monday through Friday
• 8:30 am – 5:00 pm

Responsibilities of the Personal Lines & Health & Life Customer Service Representative:

• Provide professional, responsive service to an assigned book of personal lines accounts
• Manage policy renewals, including binding coverage, reviewing policies for accuracy, invoicing, preparing proposals, and delivering policies
• Respond promptly to client service requests, including resolving complex coverage and underwriting issues
• Effectively manage multiple tasks and deadlines simultaneously
• Service Life & Health policies, including beneficiary changes, billing inquiries, and policy updates
• Support and process individual medical insurance applications
• Provide service assistance for senior products (e.g., Medicare Advantage, Medicare Supplements, Part D plans) and supplemental products (dental, vision, ancillary coverages)
• Support clients during Open Enrollment and Annual Enrollment Periods, managing high-volume service requests, plan changes, and eligibility questions
• Provide general coverage education within licensing and compliance guidelines
• Coordinate with insurance carriers and vendors to help resolve service and claims-related issues
• Work independently to manage day-to-day responsibilities with minimal supervision
• Balance workload across multiple lines of business, including seasonal fluctuations
• Assist management with special projects and other duties as assigned

Requirements of the Personal Lines & Health & Life Customer Service Representative:

• High School Diploma required; four-year degree preferred
• 2–3 years of experience in Personal Lines and Life & Health insurance
• Active Property & Casualty and Life & Health licenses required
• Experience with Medicare, senior products, and individual health insurance
• Proficiency in Microsoft Office (Word, Excel, Outlook) and general computer skills
• Salesforce experience preferred, but not required
• Strong organizational skills, attention to detail, and ability to manage competing priorities
• Professional work ethic and strong customer service orientation