An Immediate Opening - Personal Insurance Customer Service Rep (Hybrid/Remote)

ZipRecruiter; Austin (TX); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector is seeking a Private Client Service Advisor to enhance the effectiveness of the Personal Lines Department. This role focuses on building strong client relationships, ensuring accurate service handling, and promoting overall profitability. Ideal candidates will hold an active P&C license, have relevant experience, and exhibit strong communication and organizational skills.

Qualifications

• Minimum two years of experience in personal lines insurance.
• Excellent written and oral communication skills.
• Ability to work well in a team environment.

Responsibilities

• Create strong relationships with clients and ensure their needs are met.
• Process policy service, billing inquiries, and claims consultations accurately.
• Collaborate with Underwriters and other personnel for customer service.

Skills

Customer service orientation

Attention to detail

Organizational skills

Communication skills

Education

Active General Lines P&C license

Tools

Microsoft Office

Job description

The official title for this position is Private Client Service Advisor.

Purpose

The primary objective of this role is to contribute to the overall achievement of the Personal Lines Department's profitability goals. Our Personal Lines team is comprised of licensed insurance professionals with a deep understanding of their clients' needs and the insurance companies serving them.

A Personal Insurance Service Advisor plays a key role in the success of the team by creating strong relationships with clients during moments of need, such as policy service, billing inquiries, and claims consultation. This role also ensures accuracy and efficiency in processing manual declaration pages, downloaded policy transactions, incoming department mail, emails, faxes, and endorsements, including vehicle schedule updates and mortgage company changes. Personal Insurance Service Advisors collaborate with Company Underwriters, Assistants, Marketing Reps, and other personnel to maintain excellent customer service and relationships with carriers.

Additionally, this role will support other Service and Insurance Advisors as needed to ensure a balanced workflow.

Credentials, Experience, and Skills

• Active General Lines P&C license through the Texas Department of Insurance.
• At least two years of experience in personal lines insurance.
• Proficiency in Microsoft Office software.
• Customer service orientation with excellent written and oral communication skills.
• Attention to detail, accuracy, and strong organizational skills.
• Ability to work well in a team environment.