Personal Lines CSR or Agent

We are seeking a motivated and detail-oriented Personal Lines CSR or Agent to join our team. This role is responsible for providing outstanding service and support to our personal lines clients, including handling policy inquiries, processing changes, and assisting with renewals and claims. The ideal candidate will have strong communication skills, a customer-first attitude, and a solid understanding of personal insurance products such as auto, homeowners, renters, watercraft, and umbrella policies.

Key Responsibilities:

• Serve as the primary point of contact for personal lines clients via phone, email, and in-person.
• Process policy changes, endorsements, billing inquiries, and coverage questions.
• Assist with quoting and binding new policies as needed.
• Prepare and review renewal documents and proactively reach out to clients regarding upcoming renewals.
• Document all client interactions and maintain up-to-date records in the agency management system.
• Facilitate the claims process by guiding clients and coordinating with insurance carriers.
• Ensure compliance with agency procedures and carrier guidelines.

Qualifications:

• High school diploma or equivalent required; college degree preferred.
• Must have a 2-20 or 4-40 license or ability to obtain within 90 days
• Strong organizational and time-management skills.
• Excellent verbal and written communication abilities.
• Proficient in using agency management systems (AMS360) and Microsoft Office Suite.

Key Competencies:

• Customer-focused mindset with a commitment to high-quality service.
• Detail-oriented with strong problem-solving abilities.
• Adaptable and able to work in a fast-paced environment.
• Team player with a collaborative attitude.

Benefits:

• Competitive salary and performance-based incentives
• Health, dental, vision, life, disability, and supplemental insurance
• Paid time off and holidays
• 401(k) with company match
• Professional development and licensing assistance