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