Personal Lines Insurance Representative

Customer Service Representative – Personal Lines

Seeking a dedicated and professional Customer Service Representative (CSR) to join a close‑knit, family‑owned insurance agency. This role focuses on Personal Lines and offers an excellent opportunity to work in a supportive environment that values work‑life balance and fosters a collaborative culture. As a CSR, you will play a vital role in managing client relationships, handling policy changes, and addressing customer needs.

• Salary: $50,000 – $65,000 annually, based on experience
• 401(k):
  Roth Account
• Work Environment:
  In‑office with hybrid flexibility as needed
• Benefits:
  No additional benefits provided

• Manage client relationships and provide exceptional customer service
• Handle policy changes and address carrier alerts
• Respond to customer inquiries and requests in a professional and timely manner
• Cross‑sell insurance products to existing clients
• Work with standard lines carriers, including Travelers, Safeco, Mercury, Nationwide, and others
• Assist with managing a book of business valued at $3 M, including accounts ranging from $1 M to $1.5 M

• License/Certification:
  Property & Casualty (P&C) license required
• Experience:
  
  2‑3 years of experience in a similar role preferred
• Software
  
  Skills:
  
  Familiarity with EzLynx and/or Hawk Soft is preferred
• Soft skills:
  • Strong problem‑solving abilities
  • Excellent written and verbal communication skills
  • Professional demeanor and customer‑focused mindset