Personal Lines Customer Service Rep

Responsibilities

• Manage a personal lines book of business valued at $500,000.
• Provide exceptional client-facing service, including understanding client needs, explaining coverage options, and building strong relationships.
• Conduct heavy personal lines quoting and ensure accurate and timely processing of policies.
• Demonstrate a comprehensive understanding of coverage from a general underwriting standpoint.
• Work with multiple carriers to provide tailored solutions, including coastal and catastrophe (CAT) products.
• Handle the full sales cycle, from quoting to policy issuance, while maintaining compliance with carrier guidelines.
• Stay informed about market trends, carrier products, and marketing strategies to better serve clients.
• Utilize Catalyst software (training provided if necessary) to manage client information and streamline processes.

Qualifications/Requirements

• Minimum of 5 years of experience in personal lines insurance (preferred).
• Active Property & Casualty (P&C) license and Certified Insurance Service Representative (CISR) designation.
• Strong knowledge of personal lines insurance products, including coastal and storm-related coverage.
• Proven ability to work with multiple carriers and navigate the full sales cycle.
• Excellent interpersonal and communication skills, with a client-focused approach.
• Proficiency in quoting and understanding general underwriting principles.
• Able to adapt to new technologies and software, including Catalyst (training available).
• Strong organizational skills and attention to detail.

Pay

Salary Range: $60,000 - $70,000 annually (commensurate with experience).

Schedule

N/A

Benefits

Competitive benefits package, including health insurance