Personal Lines Account Representative

SAFEPRO Insurance Services; Phoenix (AZ); On-site; USD 45,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

Vacation time

Retirement savings plan

Job summary

SAFEPRO Insurance Services in Phoenix seeks a Personal Lines Account Representative to support client portfolios with policy servicing, renewals, and new business requests for homeowners, auto, renters, and umbrella policies.

The ideal candidate has at least 1 year of personal lines experience, strong service and communication skills, and an Arizona license where required. This full-time role offers health insurance, paid holidays, vacation, and a retirement plan.

Qualifications

• 1+ year of personal lines insurance experience.
• Knowledge of homeowners and personal auto products.
• Strong customer service and communication skills.
• Ability to prioritize requests and meet deadlines.
• Arizona insurance license required for activities that require licensing.

Responsibilities

• Service homeowners, personal auto, renters, and umbrella policies.
• Process policy changes, endorsements, cancellations, and renewal requests.
• Obtain quotes and assist with new business applications.
• Respond to client inquiries on coverage, billing, and policy documentation.
• Maintain complete and accurate client records in the agency management system.

Skills

Customer service

Communication

Time management

Prioritization

Arizona license

Job description

Position Overview

An independent insurance agency is looking for a Personal Lines Account Representative to support its client portfolio. The successful candidate will assist customers with policy servicing, renewals, coverage questions, and new business requests for personal insurance products.

Responsibilities

• Service homeowners, personal auto, renters, and umbrella insurance policies.
• Process policy changes, endorsements, cancellations, and renewal requests.
• Obtain quotes from insurance carriers and assist with new business applications.
• Respond to client inquiries regarding coverage, billing, and policy documentation.
• Follow up on underwriting requirements and outstanding information.
• Maintain complete and accurate client records in the agency management system.

Qualifications

• One or more years of personal lines insurance experience preferred.
• Knowledge of homeowners and personal auto insurance products.
• Strong customer service and communication skills.
• Ability to prioritize requests and manage deadlines.
• Appropriate Arizona insurance license required for activities that require licensing.

Compensation and Benefits

Annual salary of $45,000–$58,000, depending on qualifications and experience. Benefits may include health insurance, paid holidays, vacation time, and a retirement savings plan.