Customer Service Representative

Job Description

Job Description

Were currently looking for a friendly, motivated, and client-focused Personal Lines Account Manager to join our growing team. In this role, youll become a trusted resource for our clients helping them navigate coverage options, answering questions, and providing the personalized service that keeps clients coming back year after year.

If you enjoy building relationships, helping people feel confident and protected, and working in a supportive office where your contributions truly matter, wed love to meet you.

Come grow your career with a team that genuinely cares about its employees, its clients, and the community we proudly serve.

Monthly Base Salary + Bonus Opportunities

Mon-Fri Schedule

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Career Growth Opportunities

Retirement Plan

Hands on Training

appreciation lunches

• Serve as the primary point of contact for clients regarding their personal insurance needs, including home, auto, and umbrella policies.
• Provide exceptional customer service by responding promptly to inquiries, processing policy changes, and resolving issues with empathy and efficiency.
• Review existing policies to ensure clients have appropriate coverage and identify opportunities for cross-selling or upselling relevant products.
• Assist clients in the claims process, offering guidance and support through every step.
• Maintain accurate and up-to-date client records in the agency management system.
• Stay informed about new insurance products, industry trends, and state regulations to better serve clients.

Requirements

• 2 years previous experience in personal lines insurance, customer service or account management preferred.
• Strong understanding of personal insurance products, including home, auto, umbrella, and related coverages.
• Strong organizational skills and attention to detail with the ability to manage multiple priorities efficiently.
• Comfortable working in a fast-paced, team-oriented office environment.
• Proficiency with agency management systems, carrier websites, and standard office software.
• Active Maryland Property & Casualty insurance license.
• Self-motivated with a positive attitude and a strong desire to learn and grow within the insurance industry.
• Ability to work independently while also contributing positively to a collaborative team culture.