Personal Lines Customer Service Representative (CSR)

Specialty Program Group • Richmond, VA

2d

About The Position

SPG Wholesale LLC is a 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 commercial and specialty personal lines risks.

The Personal Lines Customer Service Representative will provide customer service and technical support to a binding and brokerage team. The role works alongside in-house underwriters, carrier partners, and retail agents to request and review underwriting information for coverage placement, invoicing, rating, and endorsement processing. It also assists with quote preparation and obtaining accurate state compliance documents.

The position is available on a hybrid or fully remote basis. The expected pay range is $22–$24 per hour, depending on factors including skills, experience, work location, and the position’s business line, scope, and level. HUB describes its benefits as potentially including health, dental, vision, life, and disability insurance; FSA and HSA accounts; 401(k); paid time off; and eligible bonuses, equity, or commissions. Additional offerings include training, licensing support, professional development, retirement savings matching, paid parental leave, and a wellbeing program. Benefits and programs vary by employment status, role, location, and eligibility.

Requirements

• High school diploma required; college coursework preferred.
• 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 high volumes of phone and email communication.
• Excellent written and verbal communication skills.
• Ability to work under pressure and meet tight deadlines in a fast-paced environment.
• Adaptability and ability to manage changing 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 coverage placements; rate and process endorsements, invoices, audits, and related documents accurately and efficiently in accordance with 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 follow up on outstanding items in a timely manner.
• Manage surplus lines compliance documentation in accordance with state-specific requirements.
• Assist with quote preparation and obtaining accurate state compliance documents.
• Perform other duties as assigned.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance may be offered, subject to eligibility.
• Flexible spending account (FSA) and health savings account (HSA) offerings may be available.
• 401(k) and retirement savings matching.
• Paid time off.
• Paid parental leave.
• Wellbeing program.
• Company-paid life and disability plans.
• 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