Personal Lines Insurance Representative

Job Description

Customer Service Representative - Personal Lines

Job Summary

Seeking a dedicated and professional Customer Service Representative (CSR) to join a close-knit, family-owned insurance agency. This role focuses on Personal Lines and offers an excellent opportunity to work in a supportive environment that values work-life balance and fosters a collaborative culture. As a CSR, you will play a vital role in managing client relationships, handling policy changes, and addressing customer needs.

Compensation Package

• Salary: $50,000 - $65,000 annually, based on experience
• 401(k): Roth Account
• Work Environment: In-office with hybrid flexibility as needed
• Benefits: No additional benefits provided
  
  

Responsibilities

• Manage client relationships and provide exceptional customer service
• Handle policy changes and address carrier alerts
• Respond to customer inquiries and requests in a professional and timely manner
• Cross-sell insurance products to existing clients
• Work with standard lines carriers, including Travelers, Safeco, Mercury, Nationwide, and others
• Assist with managing a book of business valued at $3M, including accounts ranging from $1M to $1.5M
  
  

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required
• Experience: 2-3 years of experience in a similar role preferred
• Software Skills: Familiarity with EzLynx and/or HawkSoft is preferred
• Soft Skills:
• Strong problem-solving abilities
• Excellent written and verbal communication skills
• Professional demeanor and customer-focused mindset
  

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