Personal Lines Support Specialist

Key Responsibilities

• Respond to client inquiries via phone and email in a timely and professional manner
• Aid customers with policy servicing needs, including endorsements, billing, and claims support
• Answer incoming calls and route inquiries to appropriate team members when needed

Policies Processing & Administration

• Prepare and process policies, renewals, endorsements, applications, and related documentation
• Maintain accurate client records and follow-up activities within agency systems
• Review and complete follow-up tasks to ensure requests are resolved efficiently and accurately

Team & Operational Support

• Support Personal Lines Account Managers with assigned tasks and service needs
• Ensure compliance with company procedures to reduce errors and omissions
• Aid with additional administrative or operational duties as needed

Qualifications

• A high school diploma or equivalent is required
• Show strong detail-oriented skills and problem-solving abilities
• Display excellent written and verbal communication skills
• Show proficiency in Microsoft Office (Word, Outlook) and agency systems
• Be self-motivated and capable of working independently