Personal Lines Services Rep

Responsibilities

• Perform tasks and duties that support the service needs of clients and agency management.
• Handle assigned service responsibilities encompassing marketing activity, client service, support, reporting/analytical, and administrative functions.
• Meet and maintain production and quality standards.
• Cross‑sell and support new business sales efforts.
• Ensure completion of requested account and policy updates and changes.
• Answer sales calls, provide quotes, and issue policy changes according to business need.
• Review and process renewals, recommending coverage enhancements as applicable.
• Inform clients of policy changes, exclusions of coverage, and insurance coverage needs.
• Handle daily/monthly reporting requirements related to the agency management system and agency operational requirements.
• Analyze reports and reconcile discrepancies.
• Assist in auditing work product to ensure policies and procedures are compliant.
• Complete any other job‑related duties needed to help drive the organization’s Vision, fulfill its Purpose, and abide by its Values.

Requirements

• Bachelor’s degree in Business Administration or equivalent education and/or experience.
• Minimum of four (4) years of personal lines insurance experience, or equivalent in a related field.
• Experience using Vertafore AMS 360 agency management system.
• Full knowledge of personal lines insurance products and usages.
• Ability to maintain confidentiality and perform within time constraints.
• Ability to work in a flexible, high‑volume environment.
• Knowledge of Microsoft Word and Excel.
• Ability to perform a large number of steps in a complex system with accuracy and speed.
• Ability to assist new business sales and retain existing business.
• Strong verbal and written communication skills to explain complex issues, interpret complex information, and respond appropriately.

Preferred Qualifications

• Audit experience.
• Knowledge of insurance claims, rating procedures, coverages, underwriting, and industry operations.
• Thorough knowledge and understanding of federal, state, and NCUA regulations.
• Bilingual – Spanish preferred.