Customer Service Representative

Job Description

Job Description

Sales and Service Agents serve as essential members of our personal lines service and sales team. In this role, you will manage all inbound personal lines sales and service calls, providing exceptional support and guidance to our customers. Responsibilities include quoting and writing new business, cross-selling products, marketing, processing policy changes, answering billing inquiries, accepting payments, verifying insurance, and addressing a wide range of personal lines insurance needs.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

• Deliver professional, knowledgeable assistance to customers regarding personal lines service requests.
• Market and secure new personal lines business, including proactive cross-selling opportunities.
• Assess the full scope of customer service requests, including impacts to related policies or coverages.
• Identify coverage gaps during routine interactions and educate customers on risk-mitigation options.
• Document all customer interactions and maintain accurate, up-to-date records and files.
• Manage timely follow-up on outstanding items and verify completed transactions with customers.
• Use available technology effectively to complete daily tasks and service requests.
• Apply understanding of personal lines products, carrier guidelines, and agency procedures to support customer needs.
• Prepare and send correspondence as needed and perform additional service-related tasks as assigned.
• Support the service team, manager, and other colleagues with tasks aligned to the responsibilities above.
• Some service work on commercial policies may be needed at times, involving policy changes, ID cards, payments, etc.

Requirements

Property & Casualty license preferred, or willingness to obtain within 90 days.

Customer Service experience required.

Strong verbal and written communication skills.

High attention to detail with the ability to adhere to compliance standards and document conversations.

Experience working with Microsoft office 365.

Empathy and Problem solving skills.

CRM experience preferred.