Personal Lines Customer Service Representative
About the position
Responsibilities
• Assist clients with claim submissions and provide status updates.
• Respond to client inquiries via phone, email, or in person.
• Process and manage personal lines insurance policies.
• Work closely with underwriters and agents to ensure smooth processing of policies.
• Enter and update client information in the company's database and CRM system.
• Maintain regular communication with clients regarding policy changes and billing.
• Prepare, review, and file insurance documents for accuracy and compliance.
• Address client concerns and work with relevant departments to find solutions.
• Provide clients with billing information and assist with payment-related inquiries.
• Ensure compliance with regulatory requirements and agency policies.
Requirements
• High school diploma or equivalent required; college degree is a plus.
• 2+ years of relevant work experience in personal lines insurance.
• Prior knowledge of policy management, quoting, or claims handling in personal lines insurance.
• Excellent interpersonal and communication skills (oral and written).
• Proficient in Microsoft Office Suite and products.
• Demonstrated success in delivering high-quality customer support.
• Ability to multitask in a fast-paced environment.
• Authorized to work in the U.S. without sponsorship.
Nice-to-haves
• Experience in a fast-paced customer service environment.
• Knowledge of insurance industry regulations and compliance.
Benefits
• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Paid parental leave
• Paid holidays
• Personalized PTO
Apply Now
Apply Now
Responsibilities
• Assist clients with claim submissions and provide status updates.
• Respond to client inquiries via phone, email, or in person.
• Process and manage personal lines insurance policies.
• Work closely with underwriters and agents to ensure smooth processing of policies.
• Enter and update client information in the company's database and CRM system.
• Maintain regular communication with clients regarding policy changes and billing.
• Prepare, review, and file insurance documents for accuracy and compliance.
• Address client concerns and work with relevant departments to find solutions.
• Provide clients with billing information and assist with payment-related inquiries.
• Ensure compliance with regulatory requirements and agency policies.
Requirements
• High school diploma or equivalent required; college degree is a plus.
• 2+ years of relevant work experience in personal lines insurance.
• Prior knowledge of policy management, quoting, or claims handling in personal lines insurance.
• Excellent interpersonal and communication skills (oral and written).
• Proficient in Microsoft Office Suite and products.
• Demonstrated success in delivering high-quality customer support.
• Ability to multitask in a fast-paced environment.
• Authorized to work in the U.S. without sponsorship.
Nice-to-haves
• Experience in a fast-paced customer service environment.
• Knowledge of insurance industry regulations and compliance.
Benefits
• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Paid parental leave
• Paid holidays
• Personalized PTO
Apply Now
Apply Now