Personal Lines Insurance Customer Service Representative
Chicago, IL - USA
Job Summary
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Minimum of 1 years of Personal Lines insurance experience in an independent insurance agency environment
- Strong knowledge of Personal Lines products including Home Auto Umbrella Condo Renters and related coverages
- Experience working directly with insurance carriers for quoting endorsements billing questions underwriting requirements and policy changes
- Proficient experience using an Agency Management System (AMS) for:
- Entering and updating client information
- Processing endorsements and policy changes
- Maintaining accurate client files and documentation
- Tracking activities follow-ups and workflows
- Reviewing policy information and assisting with servicing requests
- Experience quoting new business and remarketing existing accounts
- Ability to prepare and issue Certificates of Insurance Evidence of Insurance ID cards and other policy documents
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
- Excellent written and verbal communication skills
- Ability to work independently and make sound decisions while providing outstanding customer service
- Experience with multiple insurance carrier portals
- Experience handling renewals policy reviews and account rounding opportunities
- Experience with personal lines underwriting requirements and carrier guidelines
- Knowledge of agency procedures workflows and documentation standards
- Provide prompt and professional service to personal lines clients
- Handle daily client requests including changes billing questions certificates evidence and policy documentation
- Process endorsements accurately and efficiently
- Quote new business and assist with account reviews
- Communicate with carriers regarding underwriting coverage questions and policy issues
- Maintain accurate records within the Agency Management System
- Assist with renewal reviews and client retention efforts
- Prioritize workload while meeting agency service standards
If youre looking for a career that offers flexibility job stability competitive compensation and more then youve come to the right place! Working with an independent agency is a great career choice.
Independent insurance agents protect our customers by providing home auto business life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
The demand for insurance professionals is growing every day! Is this career right for you
This agency is independently owned and operated. Your application will go directly to the agency and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the location and not to Big I of Illinois Association.
Required Experience:
Unclear Seniority
About Company
CONVO is Big I Illinois' premier annual event and includes the Midwest's largest industry tradeshow. Connect with fellow agents, stay ahead of industry trends, and have a great tie doing it.