Personal Lines Customer Service Representative

Job Title: Personal Lines Customer Service Representative

Job Type: Full-Time

Summary:

We are seeking a motivated and customer-focused Personal Lines Customer Service Representative to join our dynamic team. The ideal candidate will provide outstanding customer service, manage client relationships, and assist with the day-to-day handling of personal lines insurance policies. This role is crucial for maintaining high client satisfaction and retention levels.

Key Responsibilities:

• Handle all customer inquiries and service requests, ensuring timely and accurate responses.
• Manage a portfolio of personal lines accounts, including auto, homeowners, and umbrella policies.
• Process policy transactions such as endorsements, renewals, and cancellations with accuracy and attention to detail.
• Collaborate with insurance agents and underwriters to ensure client needs are met and policies are correctly issued.
• Assist clients in understanding their insurance coverages and needs, making recommendations when appropriate.
• Maintain detailed records of client interactions and transactions, updating internal databases and management systems.
• Contribute to team efforts by achieving related results as needed.

Qualifications:

• High school diploma required.
• Minimum of 2 years of experience in customer service or insurance-related roles.
• Excellent communication and interpersonal skills, with the ability to interact effectively with clients and team members.
• Strong organizational skills and the ability to handle multiple tasks and priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite and insurance-related software platforms.
• State-issued license in personal lines insurance or willingness to obtain within a specified timeframe.