Customer Service Representative Personal Lines Insurance

Wilson Insurance Services is seeking a Personal Lines Customer Service Specialist for a full-time position. Knowledge of the insurance industry is very helpful, but if you have the willingness, interest and the ability to learn quickly, you will also be considered. An active N.C. Property & Liability Insurance License and prior experience working in agency environment is preferred. This position requires a high school diploma/GED, strong oral and written communication skills, data entry experience and a mature and accommodating disposition.

The salary for the position is negotiable and will be determined at the time of hire.

Job Type: Full-time

Salary: $40,000.00 to $65,000.00 /year

• Hybrid Work-from-Home Opportunities based on performance
• Group Disability & Life Insurance
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Employee discounts
• Health insurance
• Home office stipend
• Opportunity for advancement
• Training & development
• Wellness resources
• 100% Employee Only Health Insurance Coverage Provided
• Participation in Employee Retirement Savings Plan with 2% Annual Match of Salary Guaranteed

• Service of Personal Lines Accounts (personal insurance for clients such as, but not limited to, personal automobile, homeowners, boats, umbrella policies, etc.) including policy updates, collection of premium, and claims filing
• Familiarity with company guidelines, underwriting terms, and ability to navigate carrier web portals
• Ability to meticulously document client interactions on our CRM Platform (Agency Management System)
• Knowledge of personal lines coverages, terms, and procedures
• Maintain rapport with clients and company underwriters
• Actively re-underwrite client accounts.
• Cross-sell new and additional policies and solicit other types of insurance

• High School Diploma/GED
• Knowledge of Insurance Industry
• Prior Insurance Agency Experience Preferred

• One location

• Yes - hybrid office/work-from-home options are possible once the 90-day training program is completed successfully. Work from home is earned by proving competency in our office setting.