Personal Lines Insurance Licensed Customer Service Representative

Responsibilities

• Serve as a primary point of contact for personal lines clients.
• Manage policy changes, endorsements, renewals, billing inquiries, ID cards, and coverage updates.
• Educate clients on coverage options and help them make informed insurance decisions.
• Review accounts proactively to identify coverage gaps and opportunities.
• Process policy changes accurately and follow through with carriers and clients.
• Assist with remarketing, renewal preparation, and account rounding opportunities.
• Support clients through the claims process and act as a trusted resource.
• Maintain accurate, detailed documentation in AMS360.
• Stay current on carrier guidelines, underwriting changes, and product offerings.

Qualifications

• Active Property & Casualty license (required).
• 1‑3+ years of independent agency experience in personal lines servicing.
• Experience working with carriers such as Nationwide, Travelers, Progressive, and similar markets.
• Strong written and verbal communication skills.
• Exceptional organization and attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Confidence using technology and learning new systems.
• A client‑first mindset and a genuine passion for building relationships.

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off

Work Environment

Healthy work‑life balance, collaborative team‑oriented culture, ongoing training and professional development, opportunities for advancement, leadership that values your ideas and contributions, and a workplace where your work truly matters.