Personal Insurance Customer Service Representative

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join a growing team. This role is ideal for individuals with a passion for providing exceptional customer service and a strong background in personal lines account management. As a CSR, you will play a key role in servicing accounts, handling endorsements, quoting, cross-selling, and ensuring client satisfaction. If you thrive in a collaborative environment with a great company culture, we encourage you to apply.

Compensation Package

• Salary Range: $40,000 - $60,000 per year (depending on experience)
• Benefits: Comprehensive benefits package offered

Responsibilities

• Manage personal lines accounts from start to finish, ensuring all client needs are met.
• Provide exceptional customer service by addressing inquiries, processing endorsements, and assisting with payments.
• Quote new and renewal business for standard home and auto accounts.
• Cross-sell additional products and services to existing clients.
• Maintain accurate records and documentation using Hawksoft software.
• Collaborate with team members to support the overall success of the department.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 1 year of personal lines account management experience at an independent agency.
• Proficiency in quoting, endorsements, and inside sales.
• Strong phone communication skills and a customer-focused mindset.
• Quick learner with the ability to adapt to new processes and systems.
• Stable work history with no frequent job changes.
• Familiarity with Hawksoft software is preferred.

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