Personal Lines Support Specialist
Indexed description
Key Responsibilities
Customer Service & Support
- Respond to client inquiries via phone and email in a timely and professional manner
- Assist customers with policy servicing needs, including endorsements, billing, and claims support
- Answer incoming calls and route inquiries to appropriate team members when needed
- Prepare and process policies, renewals, endorsements, applications, and related documentation
- Maintain accurate client records and follow-up activities within agency systems
- Review and complete follow-up tasks to ensure requests are resolved efficiently and accurately
- Support Personal Lines Account Managers with assigned tasks and service needs
- Ensure compliance with company procedures to reduce errors and omissions
- Assist with additional administrative or operational duties as needed
- High school diploma or equivalent required
- Detail-oriented with strong problem-solving skills
- Excellent written and verbal communication skills
- Proficient in Microsoft Office (Word, Outlook) and agency systems
- Self-motivated with the ability to work independently
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