Personal Insurance CSR; Customer Service Representative Private Client Focus

Personal Insurance Customer Service Representative

Position Title: Private Client CSR (Customer Service Representative)

Location: This is a Telecommute/Work from Home position

Job Type: Full-Time

The Private Client CSR plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. This position involves conducting policy reviews, quoting, servicing, renewal comparisons and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients.

• Quoting & Policy Reviews
  • Quote with our carriers and work with underwriters to get proper terms for our client risks
  • Conduct regular policy reviews to align coverage with evolving client needs
  • Able to process servicing requests / endorsements that are asked of us
• Compliance and Documentation
  • Ensure compliance with industry regulations and agency standards
  • Maintain accurate records of client interactions and transactions
• Collaboration and Team Support
  • Collaborate with internal teams to ensure a seamless client experience
  • Contribute to the development of marketing strategies to attract high-net-worth clients

• Experience
  • 2+ years of experience in personal insurance, wealth management, or a related field
  • Experience working with high-net-worth carriers is a must
• Skills
  • Excellent interpersonal and communication skills
  • Proficient in common software tools such as Excel/Google Sheets and Gmail
  • Detail-oriented with a focus on delivering exceptional client service
  • Licenses/Certifications
    • Property and Casualty insurance license preferred or required within 90 days of hire
  Key Attributes
  • Professional demeanor and discretion in handling sensitive client information
  • Ability to manage multiple priorities in a fast-paced environment
  • A proactive, client-focused approach with a commitment to excellence
  Compensation and Benefits
  • Competitive salary with performance-based bonuses
  • Health, dental, and vision insurance
  • Retirement plan with employer contributions

  Equal Opportunity Employer Statement: Pine View Insurance Group, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive.