Licensed Personal Lines CSR - Client Care and Growth

W3Global; Chandler (AZ); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Paid Time Off

Sick Leave

Job summary

W3Global is seeking an insurance-focused coordinator in Phoenix, AZ to provide full-service client support for personal lines. The role requires a resident P&C Producer License and involves data entry, communication with clients, policy updates, and processing certificates of insurance, with commissions and growth potential.

The ideal candidate will have a high school diploma, knowledge of MS Office, and familiarity with AMS360, delivering service across multiple channels and supporting renewal

Qualifications

• High school diploma or GED required.
• Two years of Personal Lines insurance experience preferred.
• Must have a resident P&C Producer License.
• Knowledge of MS Office (Word, Excel, Outlook).
• Experience with AMS360 is preferred.

Responsibilities

• Provide full-service customer account support for insurance agency prospective and existing clients.
• Enter new client and policy information into system.
• Communicate with clients over the phone, email, text, mail, fax, and in person.
• Modify client and policy information in system as necessary.
• Update information for renewal policies.
• Provide letters to clients.
• Create and electronically transmit certificates of insurance upon request.
• Follow up on insurance claims as appropriate.
• Request quote for policy renewals from insurance company and provide to agent/client.
• Rate policy quotes (agency-based/web-based software).
• Take claim information from clients and process timely.
• Complete all necessary forms as required by insurance companies.
• Complete daily assignments as directed by management.

Skills

Customer service

Communication skills

Education

High school diploma or GED

Tools

AMS360

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Office

Job description

W3Global is seeking an insurance-focused coordinator in Phoenix, AZ to provide full-service client support for personal lines. The role requires a resident P&C Producer License and involves data entry, communication with clients, policy updates, and processing certificates of insurance, with commissions and growth potential.

The ideal candidate will have a high school diploma, knowledge of MS Office, and familiarity with AMS360, delivering service across multiple channels and supporting renewal