Personal Lines Insurance Customer Service Representative-Entry Level (copy)

Job Description

Job Description

We are seeking a Personal Lines Customer Service Representative (CSR) to join our team with the primary focus being personal lines and farm accounts. In this role, you will provide exceptional customer service to policyholders by assisting with inquiries, policy changes, billing questions, and coverage explanations. The ideal candidate has strong communication skills, attention to detail, and a passion for helping clients understand their insurance options.

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

-Provide outstanding customer service by handling inbound and outbound calls, emails, and in-person inquiries.

-Assist clients with policy changes, endorsements, renewals, and cancellations.

-Explain coverage options, policy details, and billing processes to clients in a clear and professional manner.

-Process payments, issue certificates of insurance, and provide required documentation.

-Work closely with agents and underwriters to ensure client needs are met efficiently.

-Maintain accurate and up-to-date client records in the agency management system.

-Assist in identifying client needs and cross-selling additional personal lines products when appropriate.

-Stay informed about industry changes, carrier guidelines, and regulatory compliance.

-High school diploma or equivalent; some college preferred.

-Preferred: Insurance license (Property & Casualty and Life & Health) or willingness to obtain.

-Previous experience in an insurance agency or customer service role is a plus.

-Strong verbal and written communication skills.

-Ability to multi-task, prioritize, and manage time effectively.

-Proficiency in Microsoft Office (Word, Excel, Outlook), Google (docs, drive, sheets, forms) and agency management systems.

-Detail-oriented with excellent problem-solving skills.

-Positive attitude and ability to work well in a team environment.