Personal Lines CSR

Responsibilities

• Manage customer service requests in a professional and knowledgeable manner.
• Determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
• During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
• Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
• Maintain effective and timely follow-up systems and verify transactions with customers.
• Effectively utilize technology to perform assignments and requests.
• Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
• Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
• In addition to inbound service calls, the Customer Service Representative performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Requirements

• Must be dependable, provide timely response, and complete of work activities

Qualifications & Experience

• Property and Casualty License
• Excellent communication skills; verbally and written
• Detail oriented and able to maintain compliance standards

What We Offer

$40,000-$50,000, depending on experience

Comprehensive benefits package including

• Medical, Dental, Vision
• FSA/HSA & Life Insurance

401(k) with company benefits

Competitive PTO including vacation and sick time, and company holidays

Wellness Program

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