Personal Lines Customer Service Representative

Job Title:

Personal Lines Account Manager

Position Overview
:
Seeking an experienced Personal Lines Account Manager to join a growing team. This position is a key part of the Personal Lines department, which includes the Sales, Quoting Specialist, and CSR teams. Need a dedicated individual to manage a variety of account servicing tasks, including policy changes, endorsements, renewals, and more. The ideal candidate will have at least 2 years of experience in personal lines and is looking to bring their skills to a well-established agency.

• Account Servicing
  :
  Handle all servicing needs for personal lines accounts, including policy changes, endorsements, and general inquiries.
• Renewals
  :
  Manage account renewals and ensure that all necessary documentation is processed.
• Client Interaction
  :
  Communicate with clients to address their questions, needs, and concerns.
• Collaboration
  :
  Work closely with the Sales team and Quoting Specialists to ensure a seamless experience for clients and prospects.

• License
  :
  Property & Casualty (P&C) insurance license is required.
• Experience
  : A minimum of 2 years of experience in personal lines account servicing. Looking for someone who can hit the ground running and doesn't require extensive training.
• Skills
  :
  Strong customer service skills, excellent attention to detail, and the ability to manage multiple accounts efficiently.

• Software
  :
  Experience with Epic is a huge plus, but not mandatory.

• Salary
  :
  Base + 20% commission on any account rounding and new business you bring into the agency.
• 401(k):
  Includes a 401(k) plan with a profit-sharing option.
• Health Benefits
  :
  Medical, dental, and vision insurance.
• Other Benefits
  :
  Enjoy excellent benefits offered by a large, well-established agency, including comprehensive health plans and work-life balance.