Personal Lines Customer Service Representative (CSR)

HUB International • Richmond, VA

3d • $22 - $24

About The Position

SPG Wholesale LLC is a rapidly growing property and casualty insurance wholesaler and managing general agency based in Burbank, California, with branch offices in Virginia, Alabama, Massachusetts, and Florida. It sells exclusively to retail agencies nationwide, focusing on small to mid-market excess and surplus (E&S) commercial and specialty personal lines risks.

The Personal Lines Customer Service Representative serves as a technical resource to the binding and brokerage team. The role works alongside in-house underwriters, carrier partners, and retail agents to request and review underwriting information needed to place coverage, invoice, rate and process endorsements, assist with quote preparation, and obtain accurate state compliance documents. The position is available on a hybrid or fully remote basis.

Requirements

• High school diploma.
• At least 5 years of experience in insurance underwriting support, customer service, or a related field, with a demonstrated track record of success.
• Positive, service-oriented attitude and comfort handling a high volume of phone and email communications.
• Excellent written and verbal communication skills.
• Ability to work under pressure and meet tight deadlines in a fast-paced environment.
• Adaptability to manage shifting priorities and varied workflows.
• Strong organizational skills and exceptional attention to detail.
• Proficiency in Microsoft Outlook, Excel, and carrier rating portals.
• Resident license in the state of domicile; a copy of an active license is due within 30 days or less from the hire date.

Nice To Haves

• College coursework.

Responsibilities

• Bind and invoice placements of coverage; rate and process endorsements, invoices, audits, and other documents according to departmental procedures and applicable standards.
• Handle cancellation notices, cancellation endorsements, and rescission documents.
• Liaise between retail clients and underwriters to obtain missing information, provide quote and bind status updates, and respond to general information requests.
• Review inspection reports and ensure timely follow-up on outstanding items.
• Manage surplus lines compliance documentation in accordance with state-specific requirements.
• Perform other duties as assigned.

Benefits

• Comprehensive health benefits, including health, dental, vision, life, and disability insurance.
• Flexible spending account (FSA) and health savings account (HSA).
• 401(k) accounts with retirement savings matching.
• Company-paid life and disability plans.
• Paid time off.
• Paid parental leave.
• Wellbeing program.
• Structured training, licensing support, and ongoing development opportunities.
• Eligible bonuses, equity, and commissions for some positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED