Job Description
Personal Lines Customer Service Representative
Job Summary
Seeking a dedicated and professional Personal Lines Customer Service Representative to join a small but dynamic team. This role offers the opportunity to work with a diverse book of business including high-net-worth clients in a supportive and flexible work environment.
Compensation Package
- Salary Range: $55000 - $65000 (depending on experience)
- Competitive benefits package paid time off professional development opportunities etc.
Responsibilities
As a Personal Lines CSR you will be responsible for providing end-to-end servicing for clients ensuring their needs are met with professionalism and efficiency. Key responsibilities include:
- Managing client communications including phone calls and emails with a professional and courteous demeanor.
- Handling policy renewals endorsements billing inquiries and other servicing tasks.
- Quoting new and renewal business as needed.
- Supporting high-net-worth clients and expanding the companys presence in this market segment.
- Utilizing QQ Catalyst software to manage client accounts and documentation.
Qualifications/Requirements
To excel in this role candidates should meet the following qualifications:
- Licensing: Active Property & Casualty (P&C) license is required.
- Experience: Minimum of 1 year of experience in a similar role within the insurance industry.
- Technical Skills: Proficiency in QQ Catalyst or similar agency management software is preferred.
- Soft Skills:
- Strong professional communication skills.
- Solid product knowledge and ability to explain coverage options to clients.
- Excellent phone presence and customer service orientation.
- Ability to work collaboratively in a small team environment.
- Flexibility and adaptability to meet client and agency needs
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.
Job DescriptionPersonal Lines Customer Service RepresentativeJob SummarySeeking a dedicated and professional Personal Lines Customer Service Representative to join a small but dynamic team. This role offers the opportunity to work with a diverse book of business including high-net-worth clients in a...
Job Description
Personal Lines Customer Service Representative
Job Summary
Seeking a dedicated and professional Personal Lines Customer Service Representative to join a small but dynamic team. This role offers the opportunity to work with a diverse book of business including high-net-worth clients in a supportive and flexible work environment.
Compensation Package
- Salary Range: $55000 - $65000 (depending on experience)
- Competitive benefits package paid time off professional development opportunities etc.
Responsibilities
As a Personal Lines CSR you will be responsible for providing end-to-end servicing for clients ensuring their needs are met with professionalism and efficiency. Key responsibilities include:
- Managing client communications including phone calls and emails with a professional and courteous demeanor.
- Handling policy renewals endorsements billing inquiries and other servicing tasks.
- Quoting new and renewal business as needed.
- Supporting high-net-worth clients and expanding the companys presence in this market segment.
- Utilizing QQ Catalyst software to manage client accounts and documentation.
Qualifications/Requirements
To excel in this role candidates should meet the following qualifications:
- Licensing: Active Property & Casualty (P&C) license is required.
- Experience: Minimum of 1 year of experience in a similar role within the insurance industry.
- Technical Skills: Proficiency in QQ Catalyst or similar agency management software is preferred.
- Soft Skills:
- Strong professional communication skills.
- Solid product knowledge and ability to explain coverage options to clients.
- Excellent phone presence and customer service orientation.
- Ability to work collaboratively in a small team environment.
- Flexibility and adaptability to meet client and agency needs
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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