Personal Lines Insurance Customer Service Representative Level 2

Job Overview We are seeking a Personal Lines Customer Service Representative (CSR) Level 2 to join our team with the primary focus being personal lines. In this role, you will provide exceptional customer service to policyholders by assisting with inquiries, policy changes, billing questions, and coverage explanations. The ideal candidate has strong communication skills, attention to detail, and a passion for helping clients understand their insurance options.

Salary Range:

$50,000.00

• $70,000.

00 per year Benefits Annual Base Salary Based on Experience Paid Time Off (PTO) Life Insurance Disability Insurance Hands on

Training Mon-Fri Schedule Retirement Plan Career Growth Opportunities Requirements Required:

High school diploma or equivalent; some college preferred, Insurance license (Property & Casualty and/or Life & Health) 2-5 years previous experience in an insurance agency. Strong verbal and written communication skills. Ability to multi-task, prioritize, and manage time effectively. Proficiency in Microsoft Office (Word, Excel, Outlook), Google (docs, drive, sheets, forms) and agency management systems. Detail-oriented with excellent problem-solving skills. Positive attitude and ability to work well in a team environment. Responsibilities Provide outstanding customer service by handling inbound and outbound calls, emails, and in-person inquiries. Assist clients with policy changes, endorsements, renewals, and cancellations. Explain coverage options, policy details, and billing processes to clients in a clear and professional manner. Process payments, issue certificates of insurance, and provide required documentation. Work closely with agents and underwriters to ensure client needs are met efficiently. Maintain accurate and up-to-date client records in the agency management system. Assist in identifying client needs and cross-selling additional personal lines products when appropriate. Stay informed about industry changes, carrier guidelines, and regulatory compliance. About Us At Claremont Insurance Agency, LLC, we believe in protecting what matters most to you. As a family-owned agency, we pride ourselves on delivering personalized insurance solutions with a commitment to integrity and service. Our inspiring team fosters a welcoming culture that empowers employees to grow while ensuring our clients feel valued and secure. Join us in making a difference, as we strive to be a trusted partner in our community's journey toward peace of mind and financial stability. Personal Lines Insurance Customer Service Representative Level 2 214 W Front St, Claremont, MN 55924 Hybrid work $50,000

• $70,000 a year
• Full-time $50,000
• $70,000 a year
• Full-time Job Overview We are seeking a Personal Lines Customer Service Representative (CSR) Level 2 to join our team with the primary focus being personal lines.

In this role, you will provide exceptional customer service to policyholders by assisting with inquiries, policy changes, billing questions, and coverage explanations. The ideal candidate has strong communication skills, attention to detail, and a passion for helping clients understand their insurance options.

Salary Range:

$50,000.00

• $70,000.

00 per year Benefits Annual Base Salary Based on Experience Paid Time Off (PTO) Life Insurance Disability Insurance Hands on

Training Mon-Fri Schedule Retirement Plan Career Growth Opportunities Requirements Required:

High school diploma or equivalent; some college preferred, Insurance license (Property & Casualty and/or Life & Health) 2-5 years previous experience in an insurance agency. Strong verbal and written communication skills. Ability to multi-task, prioritize, and manage time effectively. Proficiency in Microsoft Office (Word, Excel, Outlook), Google (docs, drive, sheets, forms) and agency management systems. Detail-oriented with excellent problem-solving skills. Positive attitude and ability to work well in a team environment. Responsibilities Provide outstanding customer service by handling inbound and outbound calls, emails, and in-person inquiries. Assist clients with policy changes, endorsements, renewals, and cancellations. Explain coverage options, policy details, and billing processes to clients in a clear and professional manner. Process payments, issue certificates of insurance, and provide required documentation. Work closely with agents and underwriters to ensure client needs are met efficiently. Maintain accurate and up-to-date client records in the agency management system. Assist in identifying client needs and cross-selling additional personal lines products when appropriate. Stay informed about industry changes, carrier guidelines, and regulatory compliance. About Us At Claremont Insurance Agency, LLC, we believe in protecting what matters most to you. As a family-owned agency, we pride ourselves on delivering personalized insurance solutions with a commitment to integrity and service. Our inspiring team fosters a welcoming culture that empowers employees to grow while ensuring our clients feel valued and secure. Join us in making a difference, as we strive to be a trusted partner in our community's journey toward peace of mind and financial stability.