Personal Lines Customer Service Representative

Personal Lines Customer Service Representative

Join to apply for the Personal Lines Customer Service Representative role at Patriot Growth Insurance Services, LLC

About Patriot Growth Insurance Services:
Founded in 2019, Patriot is a growth‑focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest‑growing companies. With over 2,100 employees operating in 150+ locations across 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.

Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like‑minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview:

As a Personal Lines Customer Service Representative, you will play a crucial role in providing exceptional service to our insurance clients. You will be responsible for managing client accounts, addressing inquiries, processing policy changes, and assisting with claims. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a dedication to delivering high‑quality customer support.

This position requires a detail‑oriented and organized professional who can thrive in a fast‑paced environment, balancing multiple tasks and client needs. You will work closely with account managers, underwriters, and other team members to ensure client satisfaction and retention. By maintaining a thorough understanding of personal lines insurance products and services, you will help clients navigate complex insurance policies and provide timely solutions to their concerns.

If you are customer‑focused, proactive, and passionate about supporting business clients in their insurance needs, this position is a great fit for you.

Work Arrangement:
This is a full‑time position working in our office located in Van Alstyne, TX.

Professional Responsibilities

• Respond to inquiries and requests from insurance clients via phone, email, or in person.
• Process and manage personal lines insurance policies.
• Assist clients with claim submissions, provide claim status updates, and help resolve issues with adjusters or underwriters.
• Maintain regular communication with clients, providing updates on policy changes and billing.
• Prepare, review, and file insurance documents, ensuring accuracy and compliance with industry regulations.
• Address client concerns or issues and work with underwriters, brokers, or other departments to find timely solutions.
• Ensure compliance with all regulatory requirements, agency policies, and industry standards during all interactions with clients.
• Build and maintain strong relationships with clients to foster retention and satisfaction.
• Enter and update client information and policy details in the company’s database and CRM system.
• Work closely with underwriters, agents, and other internal teams to ensure smooth processing of personal lines policies.
• Provide clients with billing information, payment options, and assist with resolving payment‑related inquiries.

Qualifications And Requirements

• High school diploma or equivalent (required)
• Associate’s or Bachelor’s degree in Business, Insurance, or a related field (preferred)
• Minimum of 2‑3 years of customer service experience in personal lines insurance (required)
• Experience with policy management, quoting, or claims handling in a personal lines insurance setting (preferred)
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

Why Patriot Growth Insurance Services

We offer the…