Job Description
Personal Lines Customer Service Representative
Job Summary
Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a team.
Compensation Package
- Salary Range: $45000 $65000 (depending on experience)
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
As a Personal Lines CSR your primary duties will include:
- Answering client inquiries via phone and email.
- Servicing existing policies including policy changes endorsements and addressing general billing questions.
- Assisting clients with rate increase inquiries and providing quotes for new and renewal business.
- Managing a large book of business consisting of personal lines clients and policies (alongside another team member).
- Utilizing EPIC software to maintain accurate and up-to-date client records.
- Delivering exceptional customer service to ensure client satisfaction and retention.
Qualifications/Requirements
To be successful in this role candidates should meet the following criteria:
- Experience: Minimum of 1 year of experience in the insurance industry (open to candidates with captive insurance experience).
- Technical Skills: Proficiency in EPIC software or similar platforms is preferred.
- Licenses/Designations: An active P&C (Property and Casualty) insurance license.
- Soft Skills: Strong communication skills attention to detail ability to multitask problem-solving capabilities and a client-focused mindset.
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-KH1
Job DescriptionPersonal Lines Customer Service RepresentativeJob SummarySeeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a team.Compensation PackageSalary Range: $45000 $65000 (depending on experience)Competitive benefits package 401(k) paid time ...
Job Description
Personal Lines Customer Service Representative
Job Summary
Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a team.
Compensation Package
- Salary Range: $45000 $65000 (depending on experience)
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
As a Personal Lines CSR your primary duties will include:
- Answering client inquiries via phone and email.
- Servicing existing policies including policy changes endorsements and addressing general billing questions.
- Assisting clients with rate increase inquiries and providing quotes for new and renewal business.
- Managing a large book of business consisting of personal lines clients and policies (alongside another team member).
- Utilizing EPIC software to maintain accurate and up-to-date client records.
- Delivering exceptional customer service to ensure client satisfaction and retention.
Qualifications/Requirements
To be successful in this role candidates should meet the following criteria:
- Experience: Minimum of 1 year of experience in the insurance industry (open to candidates with captive insurance experience).
- Technical Skills: Proficiency in EPIC software or similar platforms is preferred.
- Licenses/Designations: An active P&C (Property and Casualty) insurance license.
- Soft Skills: Strong communication skills attention to detail ability to multitask problem-solving capabilities and a client-focused mindset.
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-KH1
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