Personal Lines CSR

About the role

Randy Jones & Associates, a Leavitt Group affiliate, is seeking a Personal Lines Customer Service Representative to join our dynamic team in Mobile, AL.

Responsibilities

• Support our personal lines clients by providing knowledgeable, responsive service, assisting with new business quoting and policy binding, and helping customers navigate their insurance needs.
• Deliver Outstanding Customer Service:
  • Answer inbound customer service calls and respond to policyholder inquiries.
  • Aid customers with policy changes, including adding, deleting, or replacing vehicles.
  • Process coverage updates, lienholder and mortgagee changes, policy verifications, and payments.
  • Address billing questions and provide accurate policy information.
  • Resolve customer concerns professionally and efficiently.
• Support and Educate Clients:
  • Assess customer requests to identify impacts on existing policies and coverages.
  • Quote, bind, and issue new personal lines policies while educating clients on coverage options and helping them make informed insurance decisions.
  • Recommend solutions that help customers better manage and mitigate risk.
  • Verify completed transactions and provide timely follow-up.
• Maintain Accurate Records and Agency Operations:
  • Document all customer interactions and maintain accurate client records.
  • Update customer information and policy files to ensure data integrity.
  • Utilize agency technology and carrier systems to process transactions efficiently.
  • Draft and send customer correspondence as needed.
  • Support Account Managers and other team members with service-related activities.
  • Assist with additional administrative and service responsibilities as assigned.

Requirements

• Alabama Property & Casualty License
• 1+ years previous experience in Personal Lines insurance (entry-level candidates with strong knowledge of Personal Lines may be considered)
• Preferred Agency Management System Experience: AMS360
• Strong verbal and written communication skills
• Excellent customer service and relationship-building abilities
• Detail-oriented with the ability to maintain compliance and documentation standards
• Strong organizational and time-management skills
• Dependable work ethic with the ability to complete tasks accurately and on time
• Ability to learn and apply insurance products, carrier guidelines, and agency procedures

Qualifications

• High school diploma or equivalent
• Basic computer skills

Skills

• Customer service skills
• Problem-solving skills
• Insurance knowledge
• Communication skills
• Organizational skills

Benefits

• Competitive salary
• Career growth and professional development opportunities
• Health Insurance
• Dental & Vision Insurance
• 401(k) with matching employer contributions
• HSA & FSA
• Competitive PTO and company holidays
• Wellness Program

Pay

Competitive salary

Schedule

Full-time position