Personal Line Customer Service Representative

Job Overview

We are seeking a dedicated and enthusiastic Customer Service Representative to join our team. In this role, you will be the first point of contact for our customers, providing exceptional service and support. Your primary responsibility will be to assist producers with renewal and new business and also to help customers with any policy, billing, or claims questions. This position requires strong communication skills, attention to detail, and the ability to work effectively in a fast-paced environment.

Responsibilities

• Manage commercial accounts, including renewals, quotes, and endorsements.
• Negotiate carrier coverage and costs for new and existing clients
• Support clients and producers by addressing inquiries and resolving coverage, billing, and audit issues
• Maintain and enhance client relationships through proactive communication and service
• Utilize agency management system (Applied TAM) to maintain accurate account records and policy data
• Identify and recommend additional coverage options to address client needs
• Stay up to date on industry trends to provide best solutions for clients
• Collaborate with team members to improve service and customer satisfaction.
  
  

Experience

• Minimum of 5 years of recent Personal Lines Account Management experience (preferably in small business accounts)
• High School diploma required. Undergraduate degree and/or professional certification preferred.
• Property & Casualty License required.
• Proficient in Microsoft Office and prior experience in Applied TAM would be preferred.
• Strong organizational, analytical, and problem solving skills.
• Excellent verbal and written communication skills.
  
  

Join us in delivering outstanding service that makes a difference! We look forward to welcoming a new member to our team who shares our commitment to excellence