Remote Customer Service Representative - Personal Lines Insurance

About the role

We are seeking a Personal Lines Customer Service Specialist for a full-time role focused on managing personal insurance accounts, including auto, homeowners, and other policies.

Responsibilities

• Servicing client policies, updating information, processing claims, and collecting premiums
• Navigating carrier portals and adhering to underwriting guidelines
• Documenting client interactions accurately on our CRM platform
• Maintaining strong client and underwriter relationships
• Re-underwriting accounts and cross-selling policies

Requirements

• A high school diploma or GED
• Knowledge of personal insurance coverages
• Prior agency experience is preferred

Qualifications

• Strong communication skills
• Data entry experience
• A mature, accommodating demeanor

Skills

• Excellent customer service skills
• Proficiency in data entry and record management
• Ability to work independently and manage multiple tasks

Benefits

• Competitive salary
• Health insurance
• Retailment plan with 2% match
• Hybrid remote work options after successful training