Licensed Personal Lines CSR — Elevate Client Experience

SIAA; St. Albans (VT); On-site; USD 40,000 - 52,000; Full time

Job summary

123 Insurance, Inc. in St. Albans, Vermont, 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 and organized, with strong interpersonal communication to support client retention and new business opportunities. Active Property & Casualty (P&C) license preferred; ability to learn agency management systems, rating platforms, and carrier portals; and a

Qualifications

• 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.

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.

Skills

P&C license

Job description

123 Insurance, Inc. in St. Albans, Vermont, 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 and organized, with strong interpersonal communication to support client retention and new business opportunities. Active Property & Casualty (P&C) license preferred; ability to learn agency management systems, rating platforms, and carrier portals; and a