Job Description
Job Description
We are looking for a dedicated Personal Lines Customer Service Representative to join our client in the Lancaster, Pennsylvania area. This role involves assisting clients with their insurance needs, ensuring efficient service, and maintaining compliance with agency and carrier policies. The ideal candidate will thrive in a collaborative environment and be committed to delivering exceptional customer experiences.
Responsibilities:
• Provide support to the service assistant by managing client tasks from the Personal Lines service inbox.
• Assist clients with filing auto and home insurance claims and address billing inquiries.
• Update payment plans and follow up on property inspections to ensure compliance with agency processes.
• Write and review policies for existing clients, adhering to underwriting guidelines and completing necessary checklists.
• Conduct policy reviews, identify opportunities for cross-selling or upselling, and work to retain existing client policies.
• Record customer interactions in the agency management system.
• Organize daily priorities using desk management standards and maintain a streamlined workflow.
• Collaborate with the Personal Lines Sales and Service teams to achieve shared goals and enhance customer satisfaction.
• Build positive relationships with carrier personnel to ensure smooth operations.
• Bachelor’s degree is preferred, but not required.
• Strong analytical, critical thinking, and problem-solving abilities.
• Excellent communication and organizational skills to manage multiple tasks effectively.
• Property & casualty insurance license required
• Commitment to upholding core values and contributing to a positive team environment.