Join Our Team

What if you could take a subject like insurance and combine it with a team of friendly, caring, and encouraging co-workers? We are growing, and we need your expertise! We are looking for another great personality to join our team.

Mission of the Personal Lines Customer Service Representative

To serve the customer base so extraordinarily that clients tell their friends and family about the agency. By using rapport-building and excellent communication skills, this role will work to solve clients’ problems effectively and efficiently. This includes being the first line of defense on all service items and only passing the ones that require an Account Executive. To proactively work with the team and relentlessly support the Account Executives.

Personal Lines Customer Service Representative Requirements

• No insurance experience necessary, but preferred
• Full-time, in office, position
• Pass P&C licensing exam within 60 days of hire (agency will pay education and licensing fees).
• Proficient in the use of computers, VoIP phone systems, virtual meetings, etc
• Bilingual in Spanish, a plus
• Knowledge in AMS, a plus

Desired Outcomes of this Role

• Handling daily downloads first thing in the morning.
• Quickly sending Auto ID cards and handling mortgagee requests.
• Assign incoming email, mail, fax, and voice messages to the correct member of the personal lines team.
• Handle basic billing questions (where to pay, who to pay, what to pay) and pass any higher-level questions to the account manager.
• Relentlessly work to update contact information on each and every call.
• Document all conversations and interactions with customers, carriers, and agents in AMS360.
• First to answer all phone calls, and diligently screen the calls to handle any service tasks that are indicated in this job description.
• Proactively work with Account Managers to take work from their desks that can be handled within your role.
• Process endorsements assigned to you by Account Executives.
• Clearly and effectively communicate to the clients to manage expectations, both via the phone and email. This includes taking a proactive approach.
• Work to support the marketing and branding team
• Proactively learn and grow knowledge of insurance coverage and carrier appetites
• Other responsibilities as directed by your manager.

Benefits:

• Company Paid Health Insurance
• Dental and Vision
• 401(k) plan with employer match
• Company Paid Holidays plus Paid Time Off
• Carrier Incentives