Personal Lines Insurance Customer Service Representative

Personal Lines Insurance Customer Service Representative

Join to apply for the Personal Lines Insurance Customer Service Representative role at Red Clover.

On behalf of our client we are looking for a Personal Lines Insurance Customer Service Representative. The Person al Lines Customer Service Representative is crucial to our success, serving as the primary point of contact for our valued personal lines clients. You will be responsible for delivering exceptional service, providing knowledgeable guidance, and ensuring a seamless and positive client experience. This role is essential for maintaining our high standards of client retention and satisfaction.

• Provide timely and professional assistance to clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes.
• Process new business applications, renewals, policy endorsements, and cancellations with accuracy and efficiency.
• Proactively identify client needs and advise on appropriate coverage options and potential policy enhancements.
• Maintain accurate client and policy information within the agency management system.
• Assist in the claims process by guiding clients and collaborating with insurance carriers to ensure a fair and timely resolution.

• 2+ years experience Property & Casualty (P&C) is a must have.
• High school diploma or GED required.
• Licensing: A Property & Casualty (P&C) license is strongly preferred.
• Demonstrated passion for providing exceptional client service.
• Excellent verbal and written communication skills, with the ability to explain complex information clearly.
• Strong organizational skills and a high degree of accuracy and attention to detail.
• Proficiency with standard office software (Microsoft, Google Suite).
• Experience with an agency management system is a plus.

• Customer Focus – Building strong customer relationships and delivering customer-centric solutions.
• Interpersonal Savvy – Relating openly and comfortably with diverse groups of people.
• Communicates Effectively – Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Action Oriented – Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
• Ensures Accountability – Holding self and others accountable to meet commitments.

• Medical starting Day 1
• 401K/Profit Sharing
• STD/LTD/Life Insurance
• Transpiration benefit

Entry level

Full-time

Other

Business Consulting and Services

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