Personal Insurance CSR

Personal Lines Customer Service Representative (CSR)

Seeking a dedicated and experienced Personal Lines Customer Service Representative (CSR) to join a team. As a Personal Lines CSR you will play a vital role in servicing a book of business ensuring client satisfaction and maintaining strong relationships with our valued customers. This is an excellent opportunity to join a growing and dynamic team with a strong culture and a commitment to excellence.

• Salary Range: $55000 - $75000 annually (commensurate with experience)

• Manage all aspects of servicing a book of personal lines insurance business with a focus on standard and some high-net-worth accounts.
• Handle policy renewals endorsements and changes ensuring accuracy and timeliness.
• Provide exceptional customer service by addressing client inquiries resolving issues and maintaining strong relationships.
• Collaborate with team members to ensure efficient workflow and client satisfaction.
• Quote new and renewal business with a primary focus on renewals.
• Work with multiple insurance carriers to meet client needs and provide tailored solutions.

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of experience in an independent insurance agency with a proven track record of servicing a book of business and working with multiple carriers. Candidates with less experience may be considered but are not preferred.
• Technical Skills: Familiarity with HawkSoft software is a plus but not required.
• Skills: Strong organizational communication and customer service skills. Ability to manage multiple tasks and prioritize effectively.
• Work Environment: Must be comfortable working in a fully in-office setting with no remote or hybrid options.

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