Personal Lines Client Service Representative
Personal Lines Client Service Representative
Posted on :
11-09-2025
Employer Active
1 Vacancy
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Job Description
Benefits:
- HSA & FSA
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Donation matching
- Employee discounts
- Health insurance
- Paid time off
- Parental leave
- Training & development
- Vision insurance
- Wellness resources
Correll Insurance Group of Inman is in immediate need of a Personal Lines Client Service Representative (CSR) at our Inman SC location.
Job Summary:
A Personal Lines Client Service Representative (CSR) provides support to customers with their insurance needs. This role involves handling policy changes writing new business processing renewals endorsements and addressing client inquiries related to coverage billing and claims. CSRs act as the first point of contact for clients and work to resolve issues process documentation and maintain accurate records within the agency management system.
Job Summary:
A Personal Lines Client Service Representative (CSR) provides support to customers with their insurance needs. This role involves handling policy changes writing new business processing renewals endorsements and addressing client inquiries related to coverage billing and claims. CSRs act as the first point of contact for clients and work to resolve issues process documentation and maintain accurate records within the agency management system.
Essential Duties and Responsibilities
- Client Support - Responding to client inquiries processing policy changes (endorsements cancellations) and issuing certificates of insurance binders and auto ID cards.
- Account Management - Assisting with writing new business renewals gathering underwriting information and preparing necessary documentation.
- Communication - Interacting with insurance carriers to follow up on outstanding issues and ensuring timely communication with clients.
- Documentation - Maintaining accurate records in the agency management system processing audits and handling loss-run documentation.
- Collaboration - Working with Account Managers and other team members to provide comprehensive support to clients.
Qualifications
- At least 1 - 3 years of relevant work experience
- Excellent phone etiquette and excellent verbal written and interpersonal skills
- Ability to multi-task organize and prioritize work
Requirements:
- High school diploma required Bachelors degree preferred
- Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of accepting the position
- Possess a supportive and responsive manner with internal and external customers
- Possess above average computer skills existing proficiency is strongly preferred in various needed programs such as AMS360 ImageRight Excel and Word
- Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint Proposals etc.)
Full-time M-F
Summary:
If you enjoy helping others and are a compassionate customer-focused individual then apply today! At Correll Insurance Group we pride ourselves on our insurance products and customer service and inclusive work environment for our team.
NOTE: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.
Correll Insurance Group has been in the Carolinas since 1931.
The local agents of Correll Insurance Group offer individual and business insurance solutions. We develop client relationships to provide insurance packages including homeowners and car insurance flood and liability insurance for both businesses and families.
We support local independent agents who serve the towns they live in. Our agents have stood beside their neighbors in the Carolinas Tennessee Kentucky Arkansas and Mississippi for generations. Correll agents offer services backed by the resources of an established national firm.
Correll Insurance Group one of the largest independent insurance agencies in the Southeast. We are a Trusted Choice independent agency that represents more than 200 insurance companies allowing us to design the best product for most situations.
This agency is independently owned and operated. Your application will go directly to the agency and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
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