Personal Lines Customer Service Representative

Concepts Agency Group

United States

Remote

USD 45,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Great Team Culture

Work From Home

Job summary

A leading insurance brokerage in the United States is seeking a licensed full-time Personal Lines Customer Service Representative (CSR) to handle renewal reviews and market existing accounts. This role requires excellent problem-solving skills, a proactive attitude, and strong customer service orientation. The candidate will perform account services, review policy renewals, manage insurance claims, and maintain client details. The position offers a flexible schedule and the possibility to work from home.

Qualifications

1-3 years of Personal Lines experience with an independent or captive insurance agency.
A private and quiet area in your home as you will be speaking with clients.
Access to plug a VOIP phone directly into a router for the highest possible call quality.

Responsibilities

Discuss coverage with customers.
Perform account services such as policy rating, binder issuance, and processing policy changes.
Work with underwriters, inspectors, and customers to make sure all parties have up-to-date information.
Review upcoming policy renewals to ensure appropriate coverage and pricing.
Clearly communicate important customer interactions and general client sentiment to agency management.
Update and maintain all client details in the agency management system (EZLynx).
Manage insurance claims by guiding clients through the process and coordinating with insurance carriers.

Skills

Strong problem-solving skills

Customer service orientation

Proactive attitude

Education

High School Diploma (or equivalent)

License: Property & Casualty (ANY state)

License: Property & Casualty (NY)

Tools

EZLynx Management System

Job description

Personal Lines Customer Service Representative

Join to apply for the Personal Lines Customer Service Representative role at Concepts Agency Group

Concepts Agency Group provided pay range

This range is provided by Concepts Agency Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $55,000.00/yr

What You’ll Love About Working Here

Concepts Agency Group Inc. (CONCEPTS) is an independent insurance brokerage. We exist to help people and businesses make sound risk management and insurance decisions. At CONCEPTS, we have a great back-office staff to assist with data entry and organization. We embrace technology which makes quotes a breeze. As a management team, we are flexible and understand the importance of work/life balance.

What We Are Seeking

We are seeking a licensed full-time Personal Lines Customer Service Representative (CSR) to primarily handle renewal reviews and market existing accounts. A proactive attitude, strong problem-solving skills, and a commitment to delivering top-notch service are key qualities that will set a candidate apart. The focus will be on standard personal lines accounts. As time goes on, we will train you on the other aspects of the industry if you are willing and looking for advancement.

Job Responsibilities

Discuss coverage with customers.
Perform account services such as policy rating, binder issuance, and processing policy changes, Endorsements, requests for evidence of insurance, policy reinstatements, & cancellations.
Work with underwriters, inspectors and customers to make sure all parties have up to date information.
Review upcoming policy renewals to ensure appropriate coverage and pricing and remarket to other carriers when necessary to secure better options for our clients.
Clearly communicate important customer interactions and general client sentiment with agency management.
Update and maintain all client details in the agency management system (EZLynx).
Manage insurance claims by guiding clients through the process and coordinating with insurance carriers to ensure timely resolution.
High School Diploma (or equivalent)
License: Property & Casualty (ANY state)
1-3 years of Personal Lines experience with an independent or captive insurance agency
A private and quiet area in your home as you will be speaking with clients
Access to plug a VOIP phone directly into a router for the highest possible call quality
May consider reduced work schedule (if needed) for the right candidate

Preferred Skills