What are the responsibilities and job description for the Personal Lines CSR position at Capstone Search Group?
About the Role
South Shore agency in the Boston area seeks an experienced Personal Lines CSR to help with daily client service, policy changes, billing, new business accounts, and renewals.
Duties & Responsibilities
Keys to your success include:
- Ability to quickly process policy changes, additions, billing, claims status, and renewals
- Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery
- Assist with account rounding by making recommendations to current clients that will update and enhance their policies
Skills & Experience
- Two or more years of property and casualty insurance experience
- State insurance license