Personal Lines CSR

Work Details

In-Office position (may work from any branch location)
Full-time, nonexempt

About the role

If you’re the kind of person who answers the phone with confidence, enjoys solving problems on the fly, and can tell the difference between “this I can handle” and “this needs to be routed properly”, keep reading.

Responsibilities

• Answer incoming calls and/or walk-ins to the agency
• Quickly identify why the customer is calling (or is at the office)
• Either handle the request or transfer the right person
• All incoming calls
• Binder requests
• Payment and billing questions
• Mortgagee changes
• Dealership phone calls and insurance verifications
• Late fee questions
• Cancellations for non-payment and reinstatements
• ID Cards, document requests, and other quick-turn service items
• Accurate documentation of every call and transaction in our agency system

Requirements

• Strong communication skills (especially on the phone)
• Ability to multitask and stay organized in a high-volume environment
• Good judgement – knowing when to resolve a call and when to escalate
• Comfort using computer systems and learning new software
• Prior insurance experience is a plus, but we’re willing to train the right person.

Qualifications

• Bilingual: Spanish/Portuguese a plus

Benefits

A structured, team-oriented environment
Consistent workflows and clear expectations
Hands-on training and ongoing support
Competitive compensation and benefits package
Professional development opportunities and educational seminars
A supportive team culture that values your ideas and contributions

Pay

Competitive compensation and benefits package

Schedule

Full-time, nonexempt