Personal Lines CSR

Leavitt Group•Mobile, AL

8d•Onsite

About The Position

Randy Jones & Associates, a Leavitt Group affiliate, is looking for a Personal Lines Customer Service Representative to join our growing team in Mobile, AL. If you enjoy helping others, solving problems, and building strong customer relationships, we'd love to hear from you.

Requirements

Alabama Property & Casualty License
1+ years previous experience in Personal Lines insurance. (entry-level candidates with strong knowledge of Personal Lines may be considered)
Strong verbal and written communication skills.
Excellent customer service and relationship-building abilities.
Detail-oriented with the ability to maintain compliance and documentation standards.
Strong organizational and time-management skills.
Dependable work ethic with the ability to complete tasks accurately and on time.
Ability to learn and apply insurance products, carrier guidelines, and agency procedures.

Nice To Haves

Preferred Agency Management System Experience: AMS360

Responsibilities

Deliver Outstanding Customer Service: Answer inbound customer service calls and respond to policyholder inquiries. Assist customers with policy changes, including adding, deleting, or replacing vehicles. Process coverage updates, lienholder and mortgagee changes, policy verifications, and payments. Address billing questions and provide accurate policy information. Resolve customer concerns professionally and efficiently.
Support and Educate Clients: Assess customer requests to identify impacts on existing policies and coverages. Quote, bind, and issue new personal lines policies while educating clients on coverage options and helping them make informed insurance decisions. Recommend solutions that help customers better manage and mitigate risk. Verify completed transactions and provide timely follow-up.
Maintain Accurate Records and Agency Operations: Document all customer interactions and maintain accurate client records. Update customer information and policy files to ensure data integrity. Utilize agency technology and carrier systems to process transactions efficiently. Draft and send customer correspondence as needed. Support Account Managers and other team members with service-related activities. Assist with additional administrative and service responsibilities as assigned.