Dynamic Personal Lines Account Specialist

LD&B Insurance and Financial Services; Woodstock (VA); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services company located in Virginia is seeking a Personal Lines Account Representative to provide exceptional customer service and manage client relationships. The role requires a high school diploma and prior customer service experience, along with strong communication and problem-solving skills. The representative will maintain positive interactions with clients, ensure record accuracy, and support the division’s goals while working in a team environment.

Qualifications

• Prior customer service experience required.
• Exceptional oral and written communication skills.
• Must be a self-starter and capable of completing tasks with little or no supervision.

Responsibilities

• Understand the personal lines insurance marketplace to meet client needs.
• Provide prompt, accurate, courteous and customer-focused service.
• Maintain accurate records in management systems.

Skills

Customer service

Communication skills

Organizational skills

Problem-solving skills

Education

High school diploma or equivalent

Job description

A financial services company located in Virginia is seeking a Personal Lines Account Representative to provide exceptional customer service and manage client relationships. The role requires a high school diploma and prior customer service experience, along with strong communication and problem-solving skills. The representative will maintain positive interactions with clients, ensure record accuracy, and support the division’s goals while working in a team environment.