Personal Lines Customer Service Representative

Personal Lines Customer Service Representative (PL CSR)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (PL CSR) to join a growing team. This role is pivotal in providing exceptional service to the clients, managing accounts, and ensuring smooth operations within the department. The ideal candidate will have prior experience in the insurance industry, a customer-focused mindset, and the ability to thrive in a fast-paced environment. This is an on-site position with opportunities for professional growth and development.

Compensation Package

• Salary: Competitive and commensurate with experience.
• Benefits: Full details of the benefits package will be provided during the interview process.

Responsibilities

• Manage a book of business valued at approximately $2 million, with account sizes ranging from $1,000 to $50,000.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining strong client relationships.
• Assist with quoting new and renewal business as needed.
• Utilize EPIC software to manage accounts and ensure accurate record-keeping.
• Collaborate with team members to support departmental goals and initiatives.
• Stay updated on industry trends, regulations, and best practices to provide informed guidance to clients.

Qualifications/Requirements

• Experience: Some prior experience in the insurance industry is required, with a preference for candidates with independent agency experience.
• Software Proficiency: Familiarity with EPIC software is highly desirable.
• Licenses/Designations: Relevant licenses or designations are preferred but not mandatory.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Excellent organizational and time-management abilities.
  • Problem-solving mindset with attention to detail.
  • Ability to work collaboratively in a team environment.
  • Adaptability and a proactive approach to challenges.
• Work Environment: This is an on-site position. Candidates must be able to commute to the office.

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