What are the responsibilities and job description for the Personal Lines CSR position at Capstone Search Group?
About the Role
100% remote role within North Carolina. One of the Mid-Atlantic’s largest independent insurance agencies seeks an experienced Personal Lines CSR to immediately service a portfolio of personal lines home and auto business placed through multiple insurance companies, some national carriers, and others standard market insurers. Your accounts vary based on client needs and account complexity including high net worth clients.
Duties & Responsibilities
Keys to your success include:
- Ability to quickly process policy changes, additions, billing, claims status, and renewals
- Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery
- Assist with account rounding by making recommendations to current clients that will update and enhance their policies
Skills & Experience
- At least one (1) year of insurance experience servicing personal lines policies (home and auto) policies
- Active state insurance license is required
- Must have experience working with North Carolina insureds and carriers that write business in the state
