Licensed Personal Lines Specialist — Client Care & Growth

Main Line Risk Management; Pennsylvania; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

PTO

Retirement plan

Hands-on training

Mon-Fri schedule

Career growth

Job summary

Main Line Risk Management is seeking an experienced Licensed Customer Service Representative to join a small team serving personal lines clients. You’ll be a primary contact for day-to-day service needs, helping clients maintain the right coverage as their lives change, with opportunities to assist on select small commercial accounts as you gain comfort in the role.

Responsibilities include handling requests by phone, email, and text, processing endorsements, reviewing renewals, explaining

Qualifications

• Strong written and verbal communication skills.
• Active Pennsylvania Property & Casualty license required.
• 1+ years of insurance experience with an independent agency, brokerage, or insurance carrier.
• Experience with agency management systems; Applied Epic experience preferred.

Responsibilities

• Manage day-to-day client requests by phone, email, and text, including policy changes, ID cards, billing questions, coverage questions, mortgagee changes, and other service needs.
• Process endorsements for personal auto, home, umbrella, valuables, and related policies.
• Review renewals and proactively identify coverage concerns, missing discounts, and opportunities to better protect clients.
• Help clients understand premium increases, deductibles, coverage options, and carrier requirements in plain language.
• Remarket accounts when appropriate using carrier portals and comparative rating systems.
• Prepare and present renewal options and help clients make informed coverage decisions.
• Issue certificates of insurance, evidence of property insurance, and auto ID cards.
• Maintain accurate notes, activities, and documentation in Applied Epic.
• Work directly with carrier underwriters and representatives to resolve eligibility questions, underwriting requirements, and account issues.
• Identify opportunities for additional coverage and refer appropriate sales opportunities to the agency's producers.
• Provide occasional support with new-business quoting and select small commercial accounts.

Skills

Communication skills

License: PA P&C

Time management

Applied Epic

Tools

Applied Epic

Job description

Main Line Risk Management is seeking an experienced Licensed Customer Service Representative to join a small team serving personal lines clients. You’ll be a primary contact for day-to-day service needs, helping clients maintain the right coverage as their lives change, with opportunities to assist on select small commercial accounts as you gain comfort in the role.

Responsibilities include handling requests by phone, email, and text, processing endorsements, reviewing renewals, explaining