HNW Personal Lines CSR
HNW Personal Lines CSR
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1 Vacancy
Job Description
Job Description
Job Title: HNW Personal Lines CSR
Job Summary:
Seeking a detail-oriented and motivated Customer Service Representative to support High Net Worth personal lines accounts. This entry-level position offers the opportunity to work closely with Account Executives in a task-driven environment supporting day-to-day operations for a Property & Casualty agency. Ideal for candidates looking to build a long-term career in insurance.
Responsibilities:
- Support Account Executives with servicing High Net Worth personal lines clients
- Process policy endorsements billing inquiries and documentation follow-ups
- Assist with internal processing tasks and carrier communications
- Ensure timely and accurate handling of administrative and service-related items
- Maintain organized records and follow up on outstanding client or carrier requests
- Contribute to a high level of client service through responsiveness and task completion
Qualifications/Requirements:
- Active P&C license or willingness to obtain - required (licensing support provided)
- Some prior insurance or office experience preferred
- Strong attention to detail and accuracy
- Highly task-oriented with the ability to manage multiple responsibilities
- Proactive mindset and willingness to take initiative
- Interest in growing a career in the insurance industry
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-RM9
Employment Type
Full-Time
