Personal Lines CSR

Capstone Search Group; Abington (MA); On-site; USD 50,000 - 70,000; Full time

Job summary

Capstone Search Group is seeking an experienced Personal Lines CSR in Abington, Massachusetts. The ideal candidate will help with daily client service, process policy changes, and manage billing and renewals.

Key responsibilities include maintaining accurate coverage summaries and assisting clients with recommendations to enhance their policies. A minimum of two years in property and casualty insurance and a valid state insurance license are required.

Qualifications

• Minimum of two years of experience in property and casualty insurance.
• Must possess a valid state insurance license.

Responsibilities

• Assist clients with daily service tasks, policy changes, and new business.
• Maintain and update coverage summaries and binders.
• Make recommendations to enhance current client policies.

Skills

Property and casualty insurance experience

Client service skills

Education

State insurance license

Job description

About the Role

South Shoreagency in the Boston area seeks an experienced Personal Lines CSR to help with daily client service, policy changes, billing, new business accounts, and renewals.

Duties & Responsibilities

Keys to your success include:

• Ability to quickly process policy changes, additions, billing, claims status, and renewals
• Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery
• Assist with account rounding by making recommendations to current clients that will update and enhance their policies

Skills & Experience

• Two or more years of property and casualty insurance experience
• State insurance license