drjobs Personal Lines CSR

Personal Lines CSR

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1 Vacancy
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Job Location drjobs

Mequon, WI - USA

Yearly Salary drjobs

$ 50000 - 60000

Vacancy

1 Vacancy

Job Description

Job Description

Personal Lines Customer Service Representative

Job Summary
Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative to join a collaborative team. This role involves managing and servicing a book of personal insurance accounts including home auto and umbrella policies. The ideal candidate will bring a strong background in personal lines insurance excellent customer service skills and the ability to manage accounts from start to finish.

Compensation Package

  • Salary Range: $50000 $60000 annually
  • Benefits: Comprehensive benefits package including 401(k)

Responsibilities

  • Manage and service a book of approximately 250 personal lines accounts.
  • Handle all aspects of account servicing including quoting renewals endorsements and policy changes.
  • Deliver exceptional customer service by responding to client inquiries and resolving issues in a timely manner.
  • Use the agency management system to manage accounts and ensure accurate recordkeeping.
  • Collaborate with team members to ensure efficient client-centered service.

Qualifications/Requirements

  • License: Holds an active P&C (Property and Casualty) insurance license.
  • Experience: 13 years of experience in personal lines insurance.
  • Technical Skills: Previous experience utilizing agency management software preferred.
  • Soft Skills:
    • Strong attention to detail and organizational abilities
    • Excellent communication and interpersonal skills
    • Ability to multitask and prioritize effectively
    • Customer-focused and solutions-oriented mindset
    • Team player with a proactive attitude

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.

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Employment Type

Full-Time

Company Industry

About Company

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