Personal Insurance CSR

Job Summary

Responsibilities

• Process policy changes, endorsements, cancellations, and reinstatements with accuracy and efficiency.
• Issue certificates, ID cards, binders, and other policy-related documents.
• Afford clients with billing inquiries, payments, and past-due notices.
• Gather necessary information to prepare quotes for home, auto, renters, umbrella, recreational vehicle, and other personal lines insurance products.
• Support the renewal process by updating client information and preparing renewal documentation.
• Utilize EZLynx software to manage and maintain client records and policy details.

Qualifications/Requirements

• Prior experience in the insurance industry is required; this position is not open to entry-level candidates.
• Familiarity with personal lines insurance products, including home, auto, renters, umbrella, and recreational vehicles.
• Proficiency in using EZLynx software or similar insurance management platforms.
• Strong organizational skills and attention to detail.
• Excellent communication and customer service skills.
• Ability to work effectively in a hybrid work environment, rotating between in-office and remote work.