Personal Lines CSR

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a detail-oriented and customer-focused Personal Lines Customer Service Representative (CSR) to join a dynamic team. The ideal candidate will act as the primary point of contact for clients, providing exceptional service while addressing their personal insurance needs. This role involves building long-lasting relationships with clients, handling inquiries, resolving issues, and ensuring a seamless experience.

Responsibilities

Serve as the primary liaison between clients and the agency, answering inquiries regarding personal insurance policies, coverage options, billing, and claims.

Provide prompt, professional, and courteous service to clients via phone, email, and in-person interactions.

Educate clients on available insurance products and services, ensuring they have the coverage best suited to their individual needs.

Assist with policy changes, renewals, cancellations, and claims processing in a timely and accurate manner.

Maintain and update client records in compliance with regulatory and company standards.

Work collaboratively with the sales and underwriting teams to provide recommendations and solutions that align with client needs.

Handle complaints, feedback, or challenging situations with professionalism and empathy to achieve positive outcomes.

Stay current with industry trends, insurance products, and relevant regulations to provide informed and accurate support.

Qualifications/Requirements

Experience: Minimum of 1-2 years' experience in customer service, preferably in the personal lines insurance sector.

Skills Required:

Excellent communication and interpersonal skills with an emphasis on active listening and problem-solving.

Strong organizational and multitasking abilities in a fast-paced environment.

Proficient in Microsoft Office Suite (Word, Excel, Outlook) and experience with insurance management software is preferred.

High attention to detail and the ability to handle confidential information with discretion.

Ability to collaborate effectively in a team-driven and client-centric organization.

Holds an active P&C (Property and Casualty) insurance license or willingness to obtain.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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