Job Overview We are seeking a dynamic and dedicated Licensed Personal Lines Customer Service Representative (CSR) to join our vibrant insurance team. In this role, you will serve as a key point of contact for clients, providing expert guidance on personal insurance products. Your energetic approach will help build strong customer relationships, ensure compliance with insurance regulations, and support clients in selecting the best coverage options to meet their needs. This position offers an exciting opportunity to leverage your sales skills while delivering exceptional customer service in a fast-paced environment. Duties Respond promptly and professionally to customer inquiries via phone, email, and in person regarding personal insurance policies and coverage options Assist clients with policy quotes, modifications, renewals, and claims processing to ensure satisfaction and retention Educate clients on insurance products including property casualty, health, life, and benefits administration to help them make informed decisions Conduct needs analysis and recommend tailored insurance solutions based on individual client profiles Maintain accurate records of client interactions within CRM (Customer Relationship Management) systems and ensure compliance with insurance regulation standards Engage in outbound sales efforts such as cross-selling additional policies or coverage options to existing clients Collaborate with underwriters and sales teams to negotiate policy terms and improve client outcomes Skills Strong communication skills with the ability to clearly explain complex insurance concepts in a friendly manner Negotiation skills to effectively discuss policy terms and coverage options with clients and carriers Analysis skills to assess client needs accurately and recommend appropriate coverage solutions Familiarity with insurance regulation standards to ensure compliance across all transactions Customer service expertise with a focus on delivering positive client experiences in a fast-paced environment Join us as a Licensed Personal Lines CSR if you're passionate about helping clients protect what matters most while advancing your career in a lively, supportive setting. We value energetic professionals who thrive on building relationships, negotiating solutions, and making a meaningful impact every day!
Pay:
$22.00 - $25.00 per hour Expected hours: 40.0 per week