Personal Lines CSR

Leavitt Group; Greensboro (NC); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical, Dental, Vision

FSA/HSA & Life Insurance

401(k) with company benefits

Paid time off

Job summary

All About Insurance, a Leavitt Group affiliate, is seeking a Personal Lines Customer Service Representative in Greensboro, NC. You will assist customers with coverage options, policy updates, and questions, building relationships and mitigating risk.

Responsibilities include handling service requests, identifying coverage gaps, and maintaining accurate records. Must have P&C license, strong communication, and dependable work ethic. Comprehensive benefits and PTO are offered.

Qualifications

• Property and Casualty License is required.
• Excellent communication skills, both written and verbal.
• Detail oriented with a focus on compliance.
• Dependable with timely responses and thorough work.

Responsibilities

• Handle customer service requests professionally and knowledgeably.
• Identify coverage gaps and educate customers on risk mitigation.
• Maintain accurate customer records and update information as needed.
• Follow up promptly on transactions and verify outcomes with customers.
• Utilize technology to complete service requests efficiently.
• Leverage knowledge of personal lines products, carriers, and rules.
• Draft and send correspondence as part of service duties.
• Support team and manager with service activities as needed.

Skills

P&C License

Communication skills

Attention to detail

Reliability

Job description

All About Insurance, a Leavitt Group affiliate, is looking for a Personal Lines Customer Service Representative to join their team in Greensboro, NC.

As a Customer Service Representative, you'll be a trusted resource for customers, helping them navigate coverage options, update policies, answer questions, and ensure they have the protection they need. This position is ideal for someone who enjoys building relationships, solving problems, and making a positive impact on people's lives.

Responsibilities:

• Manage customer service requests in a professional and knowledgeable manner.

• Determine all impacts/needs associated with the service request, including impacts to other coverages or policies.

• During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.

• Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.

• Maintain effective and timely follow-up systems and verify transactions with customers.

• Effectively utilize technology to perform assignments and requests.

• Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.

• Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.

• In addition to inbound service calls, the Customer Service Representative performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

Qualifications & Experience:

• Property and Casualty License

• Excellent communication skills; verbally and written

• Detail oriented and able to maintain compliance standards

• Must be dependable, provide timely response, and complete of work activities

What We Offer:

• $40,000-$50,000, depending on experience

• Comprehensive benefits package including:

  • Medical, Dental, Vision

  • FSA/HSA & Life Insurance

  • 401(k) with company benefits

• Competitive PTO including vacation and sick time, and company holidays

• Wellness Program

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