Personal Lines Customer Service Rep
About The Position
Seeking a highly skilled and experienced Personal Lines Customer Service Representative (CSR) to join a team. The ideal candidate will have a strong background in personal lines insurance, a proven ability to build and maintain client relationships, and a deep understanding of insurance products and underwriting principles. This role involves managing a substantial book of business, providing exceptional client service, and working collaboratively with multiple carriers to meet client needs. If you are a motivated professional with a passion for delivering outstanding service, we encourage you to apply.
Requirements
- Active Property & Casualty (P&C) license and Certified Insurance Service Representative (CISR) designation.
- Strong knowledge of personal lines insurance products, including coastal and storm-related coverage.
- Proven ability to work with multiple carriers and navigate the full sales cycle.
- Excellent interpersonal and communication skills, with a client-focused approach.
- Proficiency in quoting and understanding general underwriting principles.
- Ability to adapt to new technologies and software, including Catalyst (training available).
- Strong organizational skills and attention to detail.
Nice To Haves
- Minimum of 5 years of experience in personal lines insurance (preferred).
Responsibilities
- Manage a personal lines book of business valued at $500,000.
- Provide exceptional client-facing service, including understanding client needs, explaining coverage options, and building strong relationships.
- Conduct heavy personal lines quoting and ensure accurate and timely processing of policies.
- Demonstrate a comprehensive understanding of coverage from a general underwriting standpoint.
- Work with multiple carriers to provide tailored solutions, including coastal and catastrophe (CAT) products.
- Handle the full sales cycle, from quoting to policy issuance, while maintaining compliance with carrier guidelines.
- Stay informed about market trends, carrier products, and marketing strategies to better serve clients.
- Utilize Catalyst software (training provided if necessary) to manage client information and streamline processes.
Benefits
- Competitive benefits package, including health insurance
- Opportunities for professional development and career advancement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
