P&C Customer Service Representative
Listed on 2026-06-28
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Social Work
Bilingual
We are seeking a customer-focused and detail-oriented Personal Lines Customer Service Representative (CSR) to join our growing insurance team. The Person al Lines CSR serves as a primary point of contact for clients, providing exceptional service and support for personal insurance accounts, including auto, home, umbrella, renters, and other personal lines policies.
The ideal candidate is organized, professional, and committed to delivering an outstanding customer experience while building strong relationships with clients, insurance carriers, and agency staff.
Responsibilities- Provide prompt, courteous, and professional service to clients via phone, email, and in person.
- Assist clients with policy changes, endorsements, billing inquiries, coverage questions, and claims support.
- Process new business applications, policy renewals, cancellations, reinstatements, and policy updates.
- Review policies for accuracy and ensure client information is current and complete.
- Prepare quotes and proposals for new and existing clients.
- Identify coverage gaps and cross‑selling opportunities while educating clients on available insurance products.
- Maintain accurate client records and documentation within the agency management system.
- Communicate effectively with insurance carriers to resolve underwriting, billing, and policy issues.
- Support retention efforts by delivering proactive customer service and fostering long‑term client relationships.
- Stay informed of carrier guidelines, underwriting requirements, and industry changes.
- Assist agency team members with administrative and operational tasks as needed.
- High school diploma or equivalent required; college coursework preferred.
- 3+ years of related experience.
- Active Property & Casualty Insurance License preferred (or ability to obtain within a designated timeframe).
- Previous insurance, customer service, or account management experience preferred.
- Strong verbal and written communication skills.
- Excellent organizational skills with the ability to manage multiple priorities.
- Proficiency with agency management systems, Microsoft Office, and general computer applications.
- Strong attention to detail and commitment to accuracy.
- Ability to work independently and collaboratively within a team environment.
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, and business needs. As required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is referenced in this job posting.
The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application.
In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
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