Demo

Personal Lines Customer Service Representative

Independent Insurance Center
Leesburg, VA Full Time
POSTED ON 12/31/2024
AVAILABLE BEFORE 2/17/2025

Hybrid position (3 days in office per week)

Insurance Customer Service Agent
Independent Insurance Center is seeking a highly motivated and experienced candidate for the position of Personal Lines Customer Service Representative (CSR). This person will provide customer support to existing clients for a personal lines book of business. Because relationships are everything in this industry, we emphasize developing a good rapport with our clients to provide outstanding customer service.

Responsibilities:

Quoting and Consultation:

  • Quote insurance policies with multiple companies to find the best coverage options for clients.
  • Consult with clients to understand their insurance needs and provide personalized coverage recommendations.
  • Educate clients about insurance products and answer any questions or concerns they may have.

Policy Processing:

  • Process insurance policies and policy changes accurately and efficiently.
  • Maintain detailed records of client interactions and policy transactions.
  • Follow up with clients to ensure satisfaction and address any issues or concerns.

Administrative Tasks:

  • Maintain follow-up and suspense files on outstanding orders and correspondence.
  • Assist with administrative tasks such as filing, data entry, and document preparation.
  • Keep up-to-date with industry trends and changes in insurance regulations.

Requirements:

  • Active Virginia Property and Casualty (P&C) license is a must.
  • Minimum of 2 years of experience in the insurance industry.
  • Experience with AMS360 or similar insurance management software is preferred.
  • Excellent interpersonal and communication skills, both verbal and written.
  • Strong organizational skills and attention to detail.
  • Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
  • Ability to work independently and as part of a team.
  • Commitment to providing exceptional customer service.

Benefits:

  • Competitive Salary
  • Health and Dental Insurance
  • Group Life Insurance
  • Long-Term Disability Insurance
  • Paid Holidays, Vacation, and Sick Leave

Job Type: Full-time

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off

Shift:

  • Morning shift

Application Question(s):

  • What is your salary expectation?
  • Do you have a P&C License?

Experience:

  • Personal lines: 2 years (Required)

Ability to Relocate:

  • Leesburg, VA 20176: Relocate before starting work (Required)

Work Location: Hybrid remote in Leesburg, VA 20176

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