Personal Lines Customer Service Representative

Capstone Search Group; Orlando (FL); Remote; USD 40,000 - 55,000; Full time

Job summary

Capstone Search Group is looking for experienced Personal Lines CSRs for a fully remote position. In this role, you'll manage a portfolio of home and auto insurance policies, ensuring accuracy and providing exceptional customer service. With a focus on client satisfaction, you will help clients understand their policies and assist with policy updates.

Qualifications

• 2+ years of insurance experience servicing personal lines policies.
• Active Florida 20-44 or 2-20 insurance license is required.

Responsibilities

• Process policy changes, additions, billing, claims, and renewals.
• Maintain and update coverage summaries, prepare binders for accuracy.
• Assist current clients with recommendations to enhance their policies.

Skills

Insurance experience

Customer service

Processing policy changes

Account rounding

Job description

[vc_row][vc_column][vc_custom_heading text="About the Role" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal"][vc_column_text css=".vc_custom_1750168869552{margin-bottom: 50px !important;}"]100% remote insurance job opening. One of the fastest growing insurance agencies in the country seeks experienced Personal Lines CSRsto immediatelyservice a portfolio of personal lines home and auto business placed through multiple insurance companies, some national carriers and others standard market insurers.[/vc_column_text][vc_custom_heading text="Duties & Responsibilities" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1750168891986{margin-bottom: 50px !important;}"]Keys to your successinclude:

• 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

[/vc_column_text][vc_custom_heading text="Skills & Experience" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1750168911448{margin-bottom: 50px !important;}"]

• 2+ years of insurance experience servicing personal lines policies (home and auto)
• Active Florida 20-44 or 2-20 insurance license is required

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Tagged as: account manager, administrative, agency, auto, client manager, client service, csr, customer service, homeowners, insurance, middle market, personal lines, project management, umbrella