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Chatterton Insurance, Inc. Linkedin · Posted 25d ago

Personal Lines Customer Service Representative

Rhode Island, United States

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What You’ll Love About Working Here


Chatterton Insurance, Inc. is a 100-year-old agency that operates like a modern business. We use technology to work smarter, not harder, and focus on helping clients understand and manage their risks. For employees, that means mentoring, clear performance goals, and opportunities to grow at every stage of your career.


What We Are Seeking


We are seeking a licensed full-time experienced Personal Lines Customer Service Representative (CSR). Self-motivated, knowledgeable, driven and dedicated with strong Personal Lines experience are key qualities that will set a candidate apart.


Job Responsibilities


  • Assist with serving personal lines policies, including but not limited to, auto and homeowners’ insurance.
  • Support policy renewals, endorsement and basic policy changes.
  • Respond to client inquiries and direct requests appropriately.
  • Communicate with insurance carriers and internal team members as needed.
  • Maintain accurate client and policy records in the agency management system (AMS360).
  • Learn to identify coverage needs and support coverage recommendations.
  • Provide professional, courteous service to clients at all times.


Minimum Requirements


  • License: Property & Casualty (ANY state)
  • Minimum of 4 years of experience in Personal Lines with an independent insurance agency
  • Strong working knowledge of AMS360 agency management system


Preferred Skills


  • Some College; No Degree
  • License: Property & Casualty (RI or MA)
  • Computer Skills: Adobe, DocuSign, MS Outlook, Zoom, MS Word
  • Additional Language Skills: Spanish


Benefits


  • Paid Time Off (PTO)
  • Paid Holidays
  • 401(k)
  • Education Assistance
  • Work From Home
  • Great Team Culture


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