Personal Lines Insurance CSR

Job Description

Job Description

Candidates must have an active 4-40, 20-44 or 2-20 Insurance License.

NO COLD CALLING!

About Us:
We are a client-focused independent insurance agency dedicated to providing personalized service and trusted insurance solutions. Our team is passionate about protecting our clients' homes, vehicles, and personal assets with care and attention.

We represent the majority of insurance companies in the state of Florida for personal auto, homeowners, flood and all other personal lines products.

Position Overview:
We’re seeking a personable, detail-oriented insurance professional to join our team as a Personal Lines Insurance Advisor / Customer Service Representative. In this role, you will assist clients with policy servicing, renewals, coverage questions, and new business opportunities. This is a critical client-facing role that combines customer service with account management and advisory responsibilities.

Qualifications for the Insurance Service/Sales Representative/Agent:

• 2-20 OR 4-40 (Property & Casualty) Insurance license
• 1 year of Personal Insurance experience is mandatory (2-4 years preferred)
• Strong knowledge of personal lines products and underwriting guidelines
• Excellent communication and organizational skills
• Tech-savvy with ability to quickly learn agency systems (AMS, raters, carrier portals)
• Passion for providing outstanding customer service and building relationships
• Motivated to complete tasks and have a growth focused mindset

Responsibilities for the Insurance Personal Lines Insurance Advisor:

• Establish relationships with current clients and future prospects, as needed
• Provide prompt, accurate, and friendly client support via inbound calls, texts, and emails
• Review and process policy changes, endorsements, and cancellations
• Provide guidance to clients on personal lines coverages (home, auto, umbrella, etc.)
• Quote and bind new business and cross-sell additional lines where appropriate
• Monitor renewals and proactively reach out to clients for coverage reviews
• Work closely with carriers to resolve underwriting issues
• Develop insurance quotes based on client needs and follow up in order to make the sale
• Maintain accurate records in the agency management system
• Maintain a strong work ethic with a commitment to success

What We Offer:

• Supportive, close-knit team environment
• Paid time off - Paid Holidays and Vacation
• Opportunities for training and growth
• Competitive pay based on experience salary
• Bonus incentive based on individual performance

We are a small, client-focused independent insurance agency dedicated to providing personalized service and trusted insurance solutions. Our team is passionate about protecting our clients' homes, vehicles, and personal assets with care and attention.

We do not believe in the typical "big company" culture where employees are placed into a box and only given a very narrow set of responsibilities. We are committed to employee development. All of our team members have the opportunity to see the tangible results of their contributions to the company! We believe in giving you more life and more opportunity through your career with us!

Company Description

We are a small, client-focused independent insurance agency dedicated to providing personalized service and trusted insurance solutions. Our team is passionate about protecting our clients' homes, vehicles, and personal assets with care and attention.\r\n\r\nWe do not believe in the typical "big company" culture where employees are placed into a box and only given a very narrow set of responsibilities. We are committed to employee development. All of our team members have the opportunity to see the tangible results of their contributions to the company! We believe in giving you more life and more opportunity through your career with us!