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SIAA

Personal Lines Customer Service Representative

Career Insights for Customer Service Representative (General)

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What they do

A Customer Service Representative interacts directly with customers to answer questions and solve problems. Communicates with customers in person, over the phone or online. Provides help with troubleshooting technical problems for equipment or software. Keeps records of customer communications and transactions.

$40,991 / year median in Vermont

-16% projected decline

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Job Description

The insurance industry is evolving, and SIAA is excited to drive this evolution. As the premiere agent alliance, we have created the strongest network where independent insurance agencies can accelerate their growth by accessing diverse products from the most reputable carriers available. We make a difference in people's lives by helping them build successful careers and businesses, and when we achieve this for our member agencies, our strategic partner carriers, and for our internal team, the potential for our collective success is unlimited. As a Great Place to Work, SIAA embraces the unique experience, background, and perspective that each individual brings, and we are connected by the common core values that drive our success: Persistent Positivity, Intellectual Curiosity, Humble Authenticity, Selfless Collaboration, and Solution-Driven. Join a team that is relentless in its pursuit of continuous improvement and execution of forward-thinking ideas. If you are looking for an organization where your ideas are heard, your feedback is valued, and your opportunities to learn and grow abound, look no further than SIAA and our master agency network. 123 Insurance, Inc. is seeking a full-time Licensed Personal Lines Customer Service Representative to deliver responsive, high-quality service to personal lines clients. The ideal candidate is customer-focused, collaborative, organized, and motivated to grow professionally in a fast-paced, supportive work environment. This role requires strong prioritization skills, attention to detail, and clear interpersonal communication to support account retention, assist with new business opportunities, and ensure an exceptional client experience.
Key Responsibilities:
Respond to incoming client calls and inquiries related to billing, policy information, products and services, and general account needs; route requests to the appropriate team when needed. Process requests from clients, carriers, and third parties, including policy changes, binders, endorsements, and related documentation. Review client coverage needs, identify potential gaps or opportunities, and help resolve service concerns in a timely and professional manner. Accurately update client records in the agency management system during and after each interaction. Support producers by completing applications and binders, assisting with policy rewrites, and providing underwriting information to carriers as needed.
Qualifications & Skills:
Active Property & Casualty (P&C) license preferred. Ability and willingness to learn agency management systems, rating platforms, carrier portals, and digital service tools. Self-motivated professional who can manage priorities effectively in a high-volume environment with frequent interruptions. Strong attention to detail, sound judgment, and a commitment to delivering quality work and excellent client service.
Job Environment & Conditions:
This role is primarily performed in an office setting. While performing the essential functions of the position, the employee is regularly required to sit, hear, and use hands and arms; the employee may occasionally stand or walk. The employee must be able to regularly lift and/or move up to 10 pounds. Specific vision abilities include close vision and the ability to adjust focus. The work environment described is representative of the conditions employees may encounter while performing the essential functions of this role. The noise level is typically moderate to loud. SIAA is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.