Personal Lines Customer Service Representative

Chatterton Insurance, Inc.; Rhode Island; On-site; USD 42,000 - 56,000; Full time

Job summary

Chatterton Insurance, Inc. in Rhode Island is seeking a licensed full-time Personal Lines CSR with strong experience in auto and homeowners insurance.

You will support renewals, endorsements, and client inquiries while maintaining accurate records in AMS360. The ideal candidate has at least 4 years of Personal Lines experience with an independent agency and holds a Property & Casualty license.

Join a long-standing agency that embraces modern tools and professional development opportunities.

Qualifications

• Minimum 4 years of Personal Lines experience with an independent agency.
• License: Property & Casualty (ANY state) required.
• Strong AMS360 proficiency is essential.

Responsibilities

• Assist with personal lines policies including auto and homeowners' insurance.
• Support policy renewals, endorsements and basic policy changes.
• Respond to client inquiries and direct requests appropriately.
• Communicate with carriers and internal team members as needed.
• Maintain accurate client and policy records in AMS360.
• Learn to identify coverage needs and support coverage recommendations.
• Provide professional, courteous service to clients at all times.

Skills

Personal Lines experience

Customer service

Communication skills

Attention to detail

Self-motivation

Education

Some College; No Degree

Tools

AMS360

Job description

Chatterton Insurance, Inc. is a 100-year-old agency that operates like a modern business. We use technology to work smarter, not harder, and focus on helping clients understand and manage their risks. For employees, that means mentoring, clear performance goals, and opportunities to grow at every stage of your career.

What We Are Seeking

We are seeking a licensed full-time experienced Personal Lines Customer Service Representative (CSR). Self-motivated, knowledgeable, driven and dedicated with strong Personal Lines experience are key qualities that will set a candidate apart.

Job Responsibilities

• Assist with serving personal lines policies, including but not limited to, auto and homeowners’ insurance.
• Support policy renewals, endorsement and basic policy changes.
• Respond to client inquiries and direct requests appropriately.
• Communicate with insurance carriers and internal team members as needed.
• Maintain accurate client and policy records in the agency management system (AMS360).
• Learn to identify coverage needs and support coverage recommendations.
• Provide professional, courteous service to clients at all times.
• License: Property & Casualty (ANY state)
• Minimum of 4 years of experience in Personal Lines with an independent insurance agency
• Strong working knowledge of AMS360 agency management system

Preferred Skills

• Some College; No Degree
• License: Property & Casualty (RI or MA)