Personal Lines Customer Service Rep

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a highly skilled and experienced Personal Lines Customer Service Representative (CSR) to join a team. The ideal candidate will have a strong background in personal lines insurance, a proven ability to build and maintain client relationships, and a deep understanding of insurance products and underwriting principles. This role involves managing a substantial book of business, providing exceptional client service, and working collaboratively with multiple carriers to meet client needs. If you are a motivated professional with a passion for delivering outstanding service, we encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $70,000 annually (commensurate with experience).
• Competitive benefits package, including health insurance
• Opportunities for professional development and career advancement.

Responsibilities

• Manage a personal lines book of business valued at $500,000.
• Provide exceptional client-facing service, including understanding client needs, explaining coverage options, and building strong relationships.
• Conduct heavy personal lines quoting and ensure accurate and timely processing of policies.
• Demonstrate a comprehensive understanding of coverage from a general underwriting standpoint.
• Work with multiple carriers to provide tailored solutions, including coastal and catastrophe (CAT) products.
• Handle the full sales cycle, from quoting to policy issuance, while maintaining compliance with carrier guidelines.
• Stay informed about market trends, carrier products, and marketing strategies to better serve clients.
• Utilize Catalyst software (training provided if necessary) to manage client information and streamline processes.

Qualifications/Requirements

• Minimum of 5 years of experience in personal lines insurance (preferred).
• Active Property & Casualty (P&C) license and Certified Insurance Service Representative (CISR) designation.
• Strong knowledge of personal lines insurance products, including coastal and storm-related coverage.
• Proven ability to work with multiple carriers and navigate the full sales cycle.
• Excellent interpersonal and communication skills, with a client-focused approach.
• Proficiency in quoting and understanding general underwriting principles.
• Ability to adapt to new technologies and software, including Catalyst (training available).
• Strong organizational skills and attention to detail.

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