Personal Lines Customer Service Representative

The Hilb Group, LLC; United States; Remote; USD 36,000 - 48,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Medical, Dental, Vision

401(k) with company match

PTO

Disability Insurance

Voluntary benefits

Job summary

The Hilb Group is seeking a motivated Personal Lines CSR for a remote position reporting to our Bonita Springs, FL agency. The ideal candidate will handle client inquiries, data entry, endorsements, and policy verifications while maintaining accurate records and timely communication with clients.

The role requires strong organizational skills, attention to detail, and proficiency with Word, Excel, Outlook, and Adobe. A self-starter who works well in a fast-paced environment is preferred.

Qualifications

• High School diploma or higher.
• Proficient data entry skills and organized work habits.
• Strong verbal and written communication abilities.

Responsibilities

• Assist clients with cancellations, inquiries, and requests.
• Process data entry, policy orders, and endorsements.
• Verify policy information and update certificates of insurance.
• Support renewal and expiration lists and prepare proposals.
• Enter client data into the agency management system.
• Coordinate with producers to prepare client proposals.

Skills

Data entry

Time management

Excel

Outlook

Attention to detail

Verbal & written communication

Education

High School diploma

Tools

Adobe

Office 365

Job description

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines CSR to join our team. This position will report to our agency located in Bonita Springs, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.

Responsibilities:

• Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
• Binding, filng/data entry
• Order policies and request endorsements from the company as required
• Policy verification assistance
• Updating Certificates of Insurance
• Requesting Loss Runs
• Provides solutions and resolves issues for clients in a timely and effective manner
• Order renewal, expiration lists as needed and review lists to determine appropriate actions
• Type proposals for producers to give to clients and maintain client files
• Enter client information into agency management system
• Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application
• Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance

Qualifications:

• Education: High School or higher
• Proficient data entry skills.
• Must be organized and have good time management skills
• Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
• Must be detail oriented with a strong attention to detail
• Excellent verbal and written communication skills required
• Must be able to work in a fast-paced environment and be a self-starter

Benefits:

• Company Paid Life Insurance, Long-Term and Short-Term Disability.
• Medical, Dental, Vision and FSA/HSA plans.
• 401(k) with company match.
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
• Generous PTO.
• An awesome team of professionals!

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.