Personal/Commercial CSR

Responsibilities

• Handle inbound calls and provide exceptional customer service
• Process certificates of insurance and manage general customer inquiries
• Support personal lines (75% of accounts) and small commercial accounts (25% of accounts, <$20k majority)
• Utilize software tools such as EZLynx, RingCentral, and AgencyZoom to manage client interactions and documentation
• Collaborate with a team of producers, CSRs, and a virtual assistant to ensure seamless service delivery
• Maintain professionalism in all email and phone communications

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required; Life & Health (L&H) license is a plus
• Experience: Minimum of 4 years in personal and/or commercial lines servicing
• Industry Knowledge: Experience with Erie and Travelers is a significant advantage
• Technical Skills: Proficiency in EZLynx, RingCentral, and AgencyZoom preferred
• Soft Skills: Strong communication skills, attention to detail, and a customer-focused mindset