Personal Lines CSR

Job Description

Customer Service Representative (CSR)

Job Summary

Seeking a motivated and detail-oriented Customer Service Representative (CSR) to join a tight-knit and growing team. This role is pivotal in maintaining strong customer relationships managing accounts and driving new business opportunities. If you are passionate about providing exceptional service and thrive in a collaborative environment we encourage you to apply.

Compensation Package

• Base Salary: $45000 - $55000 annually commission & bonus opportunities
• Competitive benefits package 401(k) paid time off professional development opportunities etc.

Responsibilities

• Build and maintain strong customer relationships through effective communication and service.
• Manage and grow a book of business including personal and commercial accounts.
• Handle inside sales including quoting and writing new business.
• Provide account grounding and carry accounts through the entire process.
• Collaborate with team members to ensure a positive and productive work environment.
• Utilize agency management systems to manage accounts and workflows.
• Shadow leadership and participate in hands-on training to learn the agencys processes.

Qualifications/Requirements

• Education & Licensing:
  • Property & Casualty (P&C) license preferred (support provided for licensing if needed).
• Experience:
  • Minimum of 3 years of office experience preferred.
  • Experience in customer service or account management is a plus.
• Technical Skills:
  • Familiarity with agency management systems is a plus.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Team-oriented with a positive attitude and a sense of humor.
  • Integrity and adherence to the Golden Rule in interactions with customers and staff.
  • Open communicator who thrives in a collaborative environment.
  • Ability to adapt and learn quickly.

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