Personal Lines Insurance Specialist

Overview

We are seeking a professional and personable Personal Lines Representative to join our team. In this role, you’ll be the first point of contact for our clients, whether it is providing service to existing customers or gathering personal insurance details, preparing quotes, and matching them with the best options from the wide variety of carriers we represent. You’ll deliver exceptional service, problem-solve with confidence, and work alongside a supportive, upbeat team that values collaboration and growth.

The ideal candidate will love helping people, enjoy learning new things, and want to grow in a team first, high-energy workplace.

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Maintain detailed records of client interactions, including documentation
• Review insurance policies
• Collaborate with colleagues to provide comprehensive customer service

• 2 years prior property/casualty insurance experience
• Knowledge of property/casualty insurance products
• High school diploma/GED required
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications
• Strong communication skills - able to explain insurance concepts clearly
• Customer first mind set with a proactive, upbeat attitude
• Proven ability to meet or exceed deadlines/goals

• Simple IRA
• Simple IRA with company match
• Competitive salary
• Employee discounts
• Health insurance
• Vision insurance
• Paid time off
• Opportunity for advancement
• Growth and advancement opportunities
• Job Stability in a growing industry
• Trusted reputation: be a part of an agency with over 90 years of experience
• Strong carrier partnerships
• Benefits/Perks