Personal Lines Customer Service Representative

Grow with us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service‑driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines CSR to join our team. This position will report to our agency located in Bonita Springs, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team.

This is a remote position.

• Assists clients with cancellations, telephone inquiries, mail requests, and other services as needed.
• Binding and filing/data entry.
• Orders policies and requests endorsements from the company as required.
• Provides policy verification assistance.
• Updates Certificates of Insurance.
• Requests Loss Runs.
• Provides solutions and resolves issues for clients in a timely and effective manner.
• Orders renewal and expiration lists as needed and reviews lists to determine appropriate actions.
• Types proposals for producers to give to clients and maintains client files.
• Enter client information into the agency management system.
• Gathers data for proposals and applications, reconciles and verifies policy information to ensure accuracy on application.
• Works with clients to assist in claim problems, processes endorsements and proof of coverage, including certificates of insurance.

• Education:
  
  High School or higher.
• Proficient data entry skills.
• Must be organized and have good time management skills.
• Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs.
• Detail oriented with strong attention to detail.
• Excellent verbal and written communication skills required.
• Must be able to work in a fast‑paced environment and be a self‑starter.

• Company‑Paid Life Insurance, Long‑Term and Short‑Term Disability.
• Medical, Dental, Vision and FSA/HSA plans.
• 401(k) with company match.
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity, Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
• Generous PTO.

The Hilb Group is an equal‑opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero‑tolerance policy for all forms of harassment in violation of federal, state, and local laws.