Personal Lines CSR

Job Description Personal Lines Customer Service Representative (Entry-Level) Job Summary

Seeking a motivated and detail-oriented Personal Lines Customer Service Representative to join a close-knit team. This entry-level role offers significant room for growth within a supportive and collaborative environment. As a key member of a Personal Lines department, you will assist with managing personal insurance accounts, providing exceptional customer service, and supporting various administrative tasks.

• Salary Range: $45,000 - $63,000 annually (commensurate with experience; preference to stay under $60,000 but flexible for highly qualified candidates).
• Bonuses:
  Monthly growth bonuses based on team performance and annual holiday bonuses.

• Manage personal lines insurance accounts, including auto, home, and recreational vehicles (boats, RVs, etc.).
• Process policy changes, cancellations, and payments.
• Assist with downloading reports and other administrative tasks as needed.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Support the quoting process for new and renewal business.
• Collaborate with team members to achieve monthly goals and contribute to the overall success of the agency.

• Licensure:
  Active Property & Casualty (P&C) license required.
• Experience:
  
  Minimum of 1 year of experience in personal lines insurance, preferably with an independent agency.
• Technical
  
  Skills:
  
  Familiarity with AMS
  360 software is preferred, but training will be provided for the right candidate.
• Key Attributes:
  • Dependable and reliable.
  • Strong attention to detail and organizational skills.
  • Excellent communication and customer service abilities.
  • Willingness to learn and adapt in a dynamic work environment.