Personal Lines Customer Service Representative

Professional Responsibilities

• Serve as a primary point of contact for client inquiries, providing timely and professional support via phone, email, and in person.
• Process policy changes, endorsements, renewals, and new business transactions accurately and in accordance with carrier guidelines.
• Aid clients with claims by facilitating submissions, providing updates, and coordinating with adjusters and carriers.
• Maintain accurate client records and policy documentation within the agency management system.
• Communicate proactively with clients regarding policy updates, billing, and coverage details.
• Collaborate with Account Managers, Producers, and underwriting teams to resolve client issues and support service needs.
• Ensure compliance with agency procedures, carrier requirements, and industry regulations.
• Build and maintain strong client relationships to support retention and overall satisfaction.

Qualifications And Requirements

• 2–3 years of experience in customer service or account support within personal lines insurance.
• A high school diploma or equivalent required; an associate or bachelor’s degree preferred.
• Experience with policy servicing, quoting, or claims handling in a personal lines environment preferred.
• Proficient with agency management systems and Microsoft Office Suite.
• Strong interpersonal and communication skills, both written and verbal.
• Able to manage multiple priorities, maintain accuracy, and meet deadlines in a fast-paced environment.
• Proven ability to build and maintain effective relationships with clients, carriers, and internal teams.
• Authorized to work in the U.S. without sponsorship.