Personal Lines CSR

Job Summary

Responsibilities

• Deliver excellent customer support by addressing inquiries, resolving concerns, and processing personal insurance policy changes.
• Aid clients in understanding their coverage and options, ensuring they have adequate protection.
• Handle new business requests, prepare quotes, process endorsements, and manage policy renewals with accuracy and efficiency.
• Develop and maintain positive client relationships through proactive communication and follow-up.
• Cook with insurance carriers on underwriting requests, endorsements, and claims support for clients.
• Maintain up-to-date client records, documenting all interactions and updates in the agency management system.
• Stay informed about industry trends, product offerings, and coverage enhancements to provide expert guidance to clients.
• Contribute to a collaborative and supportive team environment.
• Comply with regulatory and company standards, preserving confidentiality of client information.

Qualifications/Requirements

• Experience in customer service, preferably in the insurance industry or a related field.
• State Insurance License for personal lines or willingness to obtain one (licensing support may be provided).
• Strong interpersonal, listening, and communication skills (both written and verbal).
• Ability to analyze customer needs and recommend tailored insurance solutions.
• Strong organizational skills with attention to detail and the ability to manage multiple priorities.
• Proficiency with customer management systems, online insurance platforms, and Microsoft Office Suite.
• Self-motivated, positive attitude, and a commitment to continuous learning and development.
• Previous experience in an independent insurance agency or similar setting.