Personal Lines Customer Service Representative
Indexed description
Join Gans & Smith Insurance Agency as a Personal Lines Customer Service Representative, where you will manage renewals, policy servicing, and client relationships to ensure profitable growth, account retention, and long-term client satisfaction.
Benefits:
- Competitive Pay
- Professional Development
- Job Stability
- Paid Time Off
- Dental, Vision, and Health Insurance
Responsibilities:
- Market renewal business, determine premiums, and prepare and present proposals to clients
- Maintain underwriting and marketing information by carrier, and manage the expiration control log to stay ahead of upcoming renewals
- Process renewal policies for accuracy in rating, typing, coverages, and signatures, and ensure timely delivery to the client
- Receive phone calls from clients and carriers regarding insurance, claims, or administrative issues, resolving directly or referring to the producer/agency manager when necessary
- Maintain a suspense system in AMS360 to track outstanding orders, correspondence, reports, and overdue items
- Process policy cancellations, including Lost Policy Release handling and carrier submission
- Maintain electronic and/or paper files in AMS360 in an orderly, up-to-date manner
- Identify and log cross-sell/upsell opportunities during renewal conversations
- Stay updated on industry trends, products, and regulations
Qualifications: The company is willing to train the right candidate.
- High school diploma or equivalent experience
- Experience with AMS360 or other agency management systems is a plus,
- Valid driver's license and reliable transportation
- Active P&C insurance license preferred, but not required — willing to train the right candidate
- Experience in Personal Lines preferred
- Excellent oral and written communication skills
- Excellent customer service skills
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