Personal Lines Insurance Licensed Customer Service Representative

Job

Client is looking for an experienced, licensed Personal Lines Customer Service Representative who thrives in a fast-paced environment, genuinely enjoys helping clients, and takes pride in delivering exceptional service.

If you're detail-oriented, proactive, and looking for a career not just a job, we'd love to meet you.

Responsibilities

• Serve as a primary point of contact for personal lines clients.
• Manage policy changes, endorsements, renewals, billing inquiries, ID cards, and coverage updates.
• Educate clients on coverage options and help them make informed insurance decisions.
• Review accounts proactively to identify coverage gaps and opportunities.
• Process policy changes accurately and follow through with carriers and clients.
• Assist with remarketing, renewal preparation, and account rounding opportunities.
• Support clients through the claims process and act as a trusted resource.
• Maintain accurate, detailed documentation in AMS360.
• Stay current on carrier guidelines, underwriting changes, and product offerings.
  
  

Description

• Active Property & Casualty license (required).
• 1-3 years of independent agency experience in personal lines servicing.
• Experience working with carriers such as Nationwide, Travelers, Progressive, and similar markets.
• Strong written and verbal communication skills.
• Exceptional organization and attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Confidence using technology and learning new systems.
• A client-first mindset and a genuine passion for building relationships.
• Healthy work-life balance.
• Collaborative, team-oriented culture.
• Ongoing training and professional development.
• Opportunities for advancement.
• Leadership that values your ideas and contributions.
• A workplace where your work truly matters.
  
  

Benefits

401(k).

401(k) matching.

Health insurance.

Dental insurance.

Vision insurance.

Paid time off.