Personal Lines Customer Service Representative

Harmony Insurance Group; Harmony (MN); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401(k)

Paid time off

Professional development

Job summary

Harmony Insurance Group in Minnesota is seeking a customer-focused service person for their personal lines area. The ideal candidate should have 1-3 years of customer service experience, excellent communication skills, and the ability to multitask. Responsibilities include managing personal accounts, handling incoming customer inquiries, and assisting with data entry and endorsements. The position offers a competitive salary based on experience along with benefits including a 401(k) and paid time off.

Qualifications

• 1-3 years of relevant work experience in customer service.
• Proven success in communicating effectively with customers.
• Willingness to obtain an insurance license.

Responsibilities

• Communicate with customers via phone, email, and chat.
• Assist in data entry, quoting, endorsements, and billing questions.
• Attend personal lines meetings, training, and classes.

Skills

Excellent communication skills

Customer service experience

Organizational skills

Multi-tasking ability

Job description

Harmony Insurance Group is a family owned agency serving Southeast MN. We are looking for a customer focused service person in our personal lines area. The ideal candidate loves talking to people and proactively solving issues. This position is focused on understanding the basics of insurance coverage and will assist in data entry, quoting, endorsements and fielding incoming phone calls. You will work with team members in managing personal accounts and assist agents in daily task. This position requires a combination of excellent communication skills and a passion for delivering exceptional customer service.

Responsibilities

• Communicate with customers via phone, email and chat
• Provide knowledgeable answers to questions about product, pricing and availability
• Work with internal departments to meet customer's needs
• Data entry in various platforms
• Maintain client files with the agency management system
• Assist in sending ID cards, handling non-complex endorsements, processing cancellations, answering billing questions
• Assist in greeting and handling customer walk-ins, along with drop-off payments
• Attend and participate in personal lines meetings, training and classes
• Continue professional development; pursue and maintain licensing

Qualifications

• At least 1 - 3 years' of relevant work experience
• Excellent phone etiquette and excellent verbal, written, and interpersonal skills
• Ability to multi-task, organize, and prioritize work
• Willingness to obtain an insurance license
• Demonstrated success in customer service
• Strong attention to detail

Compensation

• Competitive salary based on experience
• 401(k), paid time off, professional development