Personal Lines CSR

Job Description

Personal Lines Customer Service Representative (CSR)

Job Summary: We are seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join our team. The ideal candidate will have a strong customer service orientation, excellent communication skills, and a solid understanding of personal lines insurance products. This role is essential to ensuring a high level of satisfaction for our clients by providing exceptional service and support.

Key Responsibilities

• Client Interaction: Respond to client inquiries regarding personal lines insurance products, including home, auto, renters, and umbrella policies.
• Policy Maintenance: Assist in policy changes, renewals, and endorsements, ensuring all necessary documentation is processed accurately and in a timely manner.
• Quote Generation: Provide quotes for personal lines insurance policies based on customer needs and requirements.
• Claims Support: Assist clients with the claims process by providing guidance, submitting claims, and following up on status updates.
• Document Management: Maintain accurate client records and documentation using our agency management system.
• Problem Resolution: Address and resolve customer issues, complaints, or concerns in a professional manner while maintaining customer satisfaction.
• Cross-Selling & Upselling: Identify opportunities for additional coverage and promote products that meet customer needs.
• Compliance: Ensure all customer interactions and processes comply with company policies, state regulations, and industry standards.
• Team Collaboration: Work closely with other team members and departments to ensure effective communication and efficient service delivery.
  
  

Qualifications

• Education: High school diploma or equivalent; college degree is a plus.
• Experience: Previous experience in customer service or personal lines insurance is preferred.
• Licensing: Insurance license in property and casualty (preferred, or must be willing to obtain).
• Skills:
• Strong communication skills, both verbal and written.
• Excellent attention to detail and organizational abilities.
• Ability to multitask and handle a high volume of customer inquiries.
• Proficient in Microsoft Office Suite and insurance management software.
• Attributes:
• Customer-focused with a passion for helping others.
• Ability to work independently and as part of a team.
• Positive attitude and strong work ethic.