P&C CSR

Responsibilities

• Provide A-Z servicing for commercial and personal lines accounts, supporting account managers in day-to-day operations.
• Handle small to mid-market commercial lines and generalist personal lines accounts.
• Assist with quoting new and renewal business.
• Maintain strong relationships with clients, ensuring their needs are met promptly and professionally.
• Utilize Epic software to manage accounts and documentation efficiently.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; open to candidates with relevant experience willing to obtain licensure.
• Experience: Minimum of 1+ years in the insurance industry, with a strong preference for candidates with good tenure and prior experience in commercial or personal lines.
• Skills:
• Proficiency in Epic software is a plus.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• A customer-focused mindset with a commitment to delivering exceptional service.

Education

• High school diploma or equivalent required; additional certifications or training in insurance is a plus.