Personal Lines CSR
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Customer Service Representative (CSR)
Job Summary
Seeking a detail-oriented and customer-focusedPersonal Lines Customer Service Representative (CSR)to join a dynamic team. The ideal candidate will act as the primary point of contact for clients providing exceptional service while addressing their personal insurance needs. This role involves building long-lasting relationships with clients handling inquiries resolving issues and ensuring a seamless experience.
Responsibilities
- Serve as the primary liaison between clients and the agency answering inquiries regarding personal insurance policies coverage options billing and claims.
- Provide prompt professional and courteous service to clients via phone email and in-person interactions.
- Educate clients on available insurance products and services ensuring they have the coverage best suited to their individual needs.
- Assist with policy changes renewals cancellations and claims processing in a timely and accurate manner.
- Maintain and update client records in compliance with regulatory and company standards.
- Work collaboratively with the sales and underwriting teams to provide recommendations and solutions that align with client needs.
- Handle complaints feedback or challenging situations with professionalism and empathy to achieve positive outcomes.
- Stay current with industry trends insurance products and relevant regulations to provide informed and accurate support.
Qualifications/Requirements
- Experience: Minimum of 1-2 years experience in customer service preferably in the personal lines insurance sector.
- Skills Required:
- Excellent communication and interpersonal skills with an emphasis on active listening and problem-solving.
- Strong organizational and multitasking abilities in a fast-paced environment.
- Proficient in Microsoft Office Suite (Word Excel Outlook) and experience with insurance management software is preferred.
- High attention to detail and the ability to handle confidential information with discretion.
- Ability to collaborate effectively in a team-driven and client-centric organization.
- Holds an active P&C (Property and Casualty) insurance license or willingness to obtain.
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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Key Skills
- Customer Service
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About Company
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