Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative to join a small but dynamic team. This role offers the opportunity to work with a diverse book of business, including high-net-worth clients, in a supportive and flexible work environment.

Compensation Package

• Salary Range: $55,000 - $65,000+ (depending on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

As a Personal Lines CSR, you will be responsible for providing end-to-end servicing for clients, ensuring their needs are met with professionalism and efficiency. Key responsibilities include:

• Managing client communications, including phone calls and emails, with a professional and courteous demeanor.
• Handling policy renewals, endorsements, billing inquiries, and other servicing tasks.
• Quoting new and renewal business as needed.
• Supporting high-net-worth clients and expanding the company's presence in this market segment.
• Utilizing QQ Catalyst software to manage client accounts and documentation.

Qualifications/Requirements

To excel in this role, candidates should meet the following qualifications:

• Licensing: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 1 year of experience in a similar role within the insurance industry.
• Technical Skills: Proficiency in QQ Catalyst or similar agency management software is preferred.
• Soft Skills:
  • Strong professional communication skills.
  • Solid product knowledge and ability to explain coverage options to clients.
  • Excellent phone presence and customer service orientation.
  • Ability to work collaboratively in a small team environment.
  • Flexibility and adaptability to meet client and agency needs

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 employer's discretion.