Personal Lines CSR

Personal Lines CSR – Insurance Agency

We’re looking for a Personal Lines Customer Service Representative (CSR) who thrives on taking care of people. Whether it’s a client, a prospect, or someone who simply dialed the wrong number, your goal is to offer excellent service and leave every interaction better than you found it.

What You’ll Be Doing:

• Provide prompt, friendly service to existing personal lines clients via phone, email, or in-office visits
• Answer detailed questions on policy coverage, limits, and terms for personal insurance products (auto, homeowners, boat, etc.)
• Quote and process new and renewal business accurately, following agency guidelines and timelines
• Manage policy changes and endorsements, providing clients with helpful guidance and ensuring all documentation is completed
• Support clients through the claims process and provide status updates or direction
• Handle billing questions, process payments, and provide certificates and proof of insurance
• Answer a high volume of inbound calls and take clear, accurate messages when needed
• Complete internal or client-related projects as assigned, meeting all deadlines

What You Need to Bring:

• Minimum 3 years of experience in a personal lines insurance customer service
• Active P&C License
• Strong working knowledge of quoting auto and homeowners insurance
• AMS360 or equivalent experience
• High school diploma or equivalent required
• A customer-first mindset, excellent attention to detail, and a sense of urgency