Personal Insurance Service Representative

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative to join a team. This role is pivotal in providing exceptional service to our clients by addressing their insurance needs, answering policy-related questions, and ensuring a seamless customer experience. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a customer-first mindset. This is an in-office position, offering the opportunity to work closely with a collaborative and supportive team.

Compensation Package

• Salary: $60,000 - $70,000 annually

Responsibilities

• Provide exceptional customer service to walk-in clients and over-the-phone inquiries.
• Assist customers with policy questions and advise on coverage options.
• Process policy changes, including adding/dropping vehicles and drivers.
• Pull renewal and new business quotes for personal lines insurance.
• Process payments and ensure accurate documentation.
• Collaborate with the team to manage an alpha-split book of business, handling accounts ranging from $1,000 to $30,000 in size.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of prior experience in personal lines insurance.
• Language Skills: Spanish proficiency is highly preferred.
• Technical Skills: Proficiency in AMS 360 software.
• Soft Skills: Strong communication, attention to detail, problem-solving abilities, customer-focused mindset, and the ability to work effectively in a team environment.
• Work Environment: This is a fully in-office position.

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