Job Description
Personal Lines Customer Service Representative
Job Summary
Seeking an enthusiastic detail-oriented and customer-focusedPersonal Lines Customer Service Representative (CSR) to join a growing team. This role involves providing outstanding service and support to clients by assisting with their personal insurance needs including handling inquiries processing policy changes and resolving concerns. A positive attitude strong interpersonal skills and a passion for client satisfaction are essential for success in this role.
Responsibilities
- Serve as the primary point of contact for clients regarding their personal insurance policies including auto home renters and more.
- Establish and maintain strong relationships with clients by providing exceptional customer service and support.
- Respond promptly to client inquiries including policy questions billing concerns and coverage explanations.
- Process policy changes payment updates and endorsements accurately and efficiently.
- Actively collaborate with insurance carriers answering client-related questions and resolving any issues that arise.
- Provide guidance and educate clients on available insurance options discounts and coverage enhancements ensuring their policies meet their needs.
- Handle claims inquiries by supporting clients throughout the claims process and maintaining open communication.
- Maintain organized and up-to-date records in the agency management system while ensuring compliance with all company and regulatory guidelines.
Qualifications/Requirements
- Minimum of 1-2 years of experience in customer service preferably in insurance or financial services.
- Holds an active P&C (Property and Casualty) insurance license.
- Strong verbal and written communication skills with a focus on clarity empathy and professionalism.
- Excellent organizational skills and the ability to prioritize tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite and familiarity with insurance agency management systems.
- Detail-oriented with the ability to maintain accuracy in documentation and transactions.
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-DR2
Job DescriptionPersonal Lines Customer Service RepresentativeJob SummarySeeking an enthusiastic detail-oriented and customer-focusedPersonal Lines Customer Service Representative (CSR) to join a growing team. This role involves providing outstanding service and support to clients by assisting with t...
Job Description
Personal Lines Customer Service Representative
Job Summary
Seeking an enthusiastic detail-oriented and customer-focusedPersonal Lines Customer Service Representative (CSR) to join a growing team. This role involves providing outstanding service and support to clients by assisting with their personal insurance needs including handling inquiries processing policy changes and resolving concerns. A positive attitude strong interpersonal skills and a passion for client satisfaction are essential for success in this role.
Responsibilities
- Serve as the primary point of contact for clients regarding their personal insurance policies including auto home renters and more.
- Establish and maintain strong relationships with clients by providing exceptional customer service and support.
- Respond promptly to client inquiries including policy questions billing concerns and coverage explanations.
- Process policy changes payment updates and endorsements accurately and efficiently.
- Actively collaborate with insurance carriers answering client-related questions and resolving any issues that arise.
- Provide guidance and educate clients on available insurance options discounts and coverage enhancements ensuring their policies meet their needs.
- Handle claims inquiries by supporting clients throughout the claims process and maintaining open communication.
- Maintain organized and up-to-date records in the agency management system while ensuring compliance with all company and regulatory guidelines.
Qualifications/Requirements
- Minimum of 1-2 years of experience in customer service preferably in insurance or financial services.
- Holds an active P&C (Property and Casualty) insurance license.
- Strong verbal and written communication skills with a focus on clarity empathy and professionalism.
- Excellent organizational skills and the ability to prioritize tasks in a fast-paced environment.
- Proficiency in Microsoft Office Suite and familiarity with insurance agency management systems.
- Detail-oriented with the ability to maintain accuracy in documentation and transactions.
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-DR2
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