Personal Lines Insurance Customer Service Agent

Role and Responsibilities

• Candidate must be able to independently oversee and grow a large book of personal lines business
• Position is fast paced and requires a great degree of attention to detail, ability to prioritize, independently manage expectations and meet client deadlines
• Applicant must actively manage and maintain open activities, inbound calls and emails
• Responsible for current and potential clients quoting, endorsement processing, answering coverage questions, conducting coverage reviews, filing claims, and managing policy renewals
• Capable of analyzing potential and current client insurance needs, interpreting and evaluating policy coverage, recommending suitable solutions and products
• The ideal candidate has excellent written and verbal communication skills via email, phone, or in-person client meetings
• The individual needs maintain positive relationships with a small team, in an office setting
• This position requires a property casualty license - selling and cross selling.
• Ability to work with and build relationships with insurance carriers and underwriters

Qualifications and Education Requirements

• High School Diploma Required
• College Degree Preferred
• Customer Service Experience (In person, email, phone)
• Microsoft Office Experience (Word, Excel, PowerPoint, Outlook)
• Must pass a background check, including reference checks
• Property Casualty License

Preferred Skills

• Insurance industry certifications (e.g., CISR, CISR-Elite)
• Applied Systems, IBQ, EPIC, AMS360
• Exceptional Customer Service Skills

Critical thinking and problem-solving skills

• Analytical Skills
• Highly Motivated
• Excellent time-management skills
• In-depth knowledge of personal insurance products and coverages
• Ability to adapt to a dynamic and fast-paced work environment

Additional Notes

• Monday- Friday 8:00 am – 5:00 pm
• Job Type: Permanent
• Salary: $45,000 per year DOE

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Lewiston, ID 83501: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Insurance Producer License (Preferred)

Work Location: In person

Job Type: Permanent

Pay: From $45,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

License/Certification:

• Insurance Producer License (Preferred)

Work Location: In person

Salary : $45,000