Job Description

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-orientedPersonal Lines Customer Service Representative (CSR)to serve as the primary point of contact for clients delivering exceptional support with their personal insurance needs. This role requires effective communication skills and a focus on customer satisfaction to build long-lasting relationships.

Responsibilities

• Deliver excellent customer support by addressing inquiries resolving concerns and processing personal insurance policy changes including auto homeowners and other lines of personal insurance.
• Assist clients in understanding their coverage and options ensuring that they have adequate protection.
• Handle new business requests prepare quotes process endorsements and manage policy renewals with accuracy and efficiency.
• Develop and maintain positive client relationships through proactive communication and follow-up.
• Coordinate with insurance carriers on underwriting requests endorsements and claims support for clients.
• Maintain up-to-date client records documenting all interactions and updates in the agency management system.
• Stay informed about industry trends product offerings and coverage enhancements to provide expert guidance to clients.
• Contribute to a collaborative and supportive team environment.
• Comply with regulatory and company standards preserving confidentiality of client information.

Qualifications/Requirements

• Experience in customer service preferably in the insurance industry or a related field.
• State Insurance License for personal lines or willingness to obtain one (licensing support may be provided).
• Strong interpersonal listening and communication skills (both written and verbal).
• Ability to analyze customer needs and recommend tailored insurance solutions.
• Strong organizational skills with attention to detail and the ability to manage multiple priorities.
• Proficiency with customer management systems online insurance platforms and Microsoft Office Suite.
• Self-motivated positive attitude and a commitment to continuous learning and development.
• Previous experience in an independent insurance agency or similar setting.

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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