Personal Lines Customer Service Representative

Position Overview

Growing agency seeking a motivated and detail-oriented customer service expert to join the team. The ideal candidate will provide exceptional service to clients while assisting with insurance-related tasks and office operations. This position requires a commitment to customer satisfaction, attention to detail, and the ability to work effectively in a fast-paced environment.

Key Responsibilities

• Answer incoming calls and provide prompt, professional assistance.
• Quote insurance products and market carriers, such as Travelers.
• Process client payments and maintain accurate transaction records.
• Update and manage customer information in EPIC (agency management system).
• Assist clients with questions regarding premiums, coverage options, and policy details.
• Manage client records and ensure accurate documentation.
• Support marketing and outreach initiatives to build client relationships and promote agency products.

Qualifications

• Possess a valid Property & Casualty (P&C) insurance license or willingness to obtain one within 90 days.
• Minimum of 2 years of experience in a customer service role, in the insurance industry.
• Strong communication and interpersonal skills.
• Proficiency in using computer systems, including Microsoft Office and agency management software (EPIC experience preferred).
• Ability to handle multiple tasks and prioritize effectively.
• If you are passionate about insurance and providing outstanding customer service; and are ready to contribute to a growing team, we encourage you to apply!