Personal lines

Company Description

Founded in 1976, Almeida & Carlson Insurance Agency is a trusted provider of comprehensive insurance solutions for individuals and businesses across Southeastern Massachusetts and Cape Cod. Representing a carefully selected group of financially strong insurance companies, we ensure clients receive the best coverage and service available. Our dedicated team of specialists works closely with clients to assess and manage their insurance needs, identifying and eliminating gaps in coverage. Our commitment to personalized and professional service has earned us a reputation for excellence in the industry. For more information, visit us at www.AlmeidaCarlson.com.

Role Description

We are seeking a Full-time Personal Lines CSR. In this role, you will manage and service personal insurance policies, assist clients with policy inquiries, process endorsements, renewals, and changes, provide exceptional customer service, and ensure compliance with regulations. You will also work closely with clients to provide tailored insurance solutions that address their unique needs while maintaining strong relationships with both clients and carriers. Collaborating with the team, you will contribute to the goal of offering outstanding service to our customers.

Qualifications

• Proficiency in policy management, coverage review, and handling insurance products. Use of Epic Agency Management System
• Strong interpersonal and communication skills, with the ability to provide exceptional customer service and build relationships with clients.
• Attention to detail and organizational skills for managing multiple accounts and administrative tasks simultaneously.
• Computer literacy, including working with insurance management software and standard office tools.
• A high school diploma or equivalent; further education or certifications in insurance (e.g., Property and Casualty License) is preferred.
• Experience in the insurance industry, particularly personal lines, is highly desirable.