Personal Lines HNW CSR
Personal Lines HNW CSR
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Job Description
Personal Lines Customer Service Representative
Job Summary
Looking for a highly professional and organized Personal Lines Customer Service Representative (CSR) to join a team. This role is ideal for someone with experience in handling affluent clients and a strong background in personal lines insurance. You will play a vital role in managing client relationships ensuring their needs are met with the highest level of service and professionalism.
Responsibilities
- Manage and service a book of HNW personal lines insurance accounts ensuring client satisfaction and retention.
- Handle new and renewal business including quoting and processing policies.
- Provide exceptional customer service to affluent clients addressing inquiries and resolving issues promptly and professionally.
- Maintain accurate and up-to-date client records in the EPIC software system.
- Collaborate with internal teams to ensure seamless service delivery.
- Uphold the highest standards of professionalism and organization in all client interactions.
Qualifications/Requirements
- 2-5 years of experience in personal lines insurance; 3 years preferred.
- Holds an active P&C (Property and Casualty) insurance license.
- Proficiency in EPIC software is highly preferred.
- Strong organizational skills professionalism attention to detail and the ability to build and maintain relationships with high-net-worth clients.
- This is a fully remote position; candidates must have the ability to work independently and efficiently in a virtual setting.
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-DB3
Employment Type
Full-Time
