Personal Lines Customer Service Representative

Provide Personal Lines insurance customer service: handle inquiries, service policies, quote new business, process renewals and cancellations, bind coverage, and coordinate with carriers. Responsibilities include answering calls, setting appointments, researching policy options, presenting options, and maintaining records in the agency management system. Must hold the required state license, have at least two years of personal lines account management experience, and possess a Bachelor’s Degree or comparable work experience. Strong customer focus, excellent phone demeanor, and solid math and communication skills are essential, as is the ability to handle difficult interactions and manage multiple tasks. Proficiency with agency management systems and knowledge of insurance products, rating procedures, underwriting procedures, and industry operations are expected.