Personal Lines CSR

Randy Jones & Associates
, a Leavitt Group affiliate, is looking for a Personal Lines Customer Service Representative to join our growing team in Mobile, AL
.

If you enjoy helping others, solving problems, and building strong customer relationships, we'd love to hear from you.

As a Customer Service Representative, you'll support our personal lines clients by providing knowledgeable, responsive service, assisting with new business quoting and policy binding, and helping customers navigate their insurance needs.

• Answer inbound customer service calls and respond to policyholder inquiries.

• Assist customers with policy changes, including adding, deleting, or replacing vehicles.

• Process coverage updates, lienholder and mortgagee changes, policy verifications, and payments.

• Address billing questions and provide accurate policy information.

• Resolve customer concerns professionally and efficiently.

• Assess customer requests to identify impacts on existing policies and coverages.

• Quote, bind, and issue new personal lines policies while educating clients on coverage options and helping them make informed insurance decisions.

• Recommend solutions that help customers better manage and mitigate risk.

• Verify completed transactions and provide timely follow-up.

• Document all customer interactions and maintain accurate client records.

• Update customer information and policy files to ensure data integrity.

• Utilize agency technology and carrier systems to process transactions efficiently.

• Draft and send customer correspondence as needed.

• Support Account Managers and other team members with service-related activities.

• Assist with additional administrative and service responsibilities as assigned.

• Alabama Property & Casualty License

• 1+ years previous experience in Personal Lines insurance. (entry-level candidates with strong knowledge of Personal Lines may be considered)

• Preferred Agency Management System
  
  Experience:
  
  AMS
  360

• Strong verbal and written communication skills.

• Excellent customer service and relationship-building abilities.

• Detail-oriented with the ability to maintain compliance and documentation standards.

• Strong organizational and time-management skills.

• Dependable work ethic with the ability to complete tasks accurately and on time.

• Ability to learn and apply insurance products, carrier guidelines, and agency procedures.

• Competitive salary

• Career growth and professional development opportunities

• Health Insurance

• Dental & Vision Insurance

• 401(k) with matching employer contributions

• HSA & FSA

• Competitive PTO and company holidays

• Wellness Program

As a national company, Leavitt Group is one of the largest privately held insurance brokerages in the nation, with over 275 locations across 29 states. We provide commercial and personal insurance solutions that help individuals and businesses manage risk and protect their future. Our agencies have access to top insurance markets and maintain strong carrier partnerships, allowing us to deliver exceptional value to our clients.

We are always looking for talented individuals who want to build a meaningful career and grow with us.