Personal Lines Customer Service Representative (CSR)

gobravvo; Hickory Creek (TX); Hybrid; USD 42.000 - 54.000; Vollzeit

Benefits dieser Stelle

Competitive base salary with potential

18 PTO days annually

Work-from-home options

Zusammenfassung

Allen Insurance Group in Texas seeks a Personal Lines Customer Service Representative (CSR) to service and retain a portfolio of personal insurance clients. The role emphasizes quick responsiveness to client requests and collaboration with carriers to offer the best coverage options.

The CSR will use agency systems to manage policies, endorsements, and billing inquiries while generating regular client reports.

Qualifikationen

• No prior insurance experience required; experience preferred but not mandatory.
• Valid Property & Casualty (P&C) license is a plus.
• Proficiency in computer usage and VOIP phone systems.
• Strong attention to detail and excellent organizational skills.
• Ability to handle multiple tasks in a fast-paced environment.

Aufgaben

• Utilize agency systems to shop expiring policies at renewal with all available insurance carriers.
• Respond promptly to endorsement and service requests from clients.
• Process daily downloads to ensure accurate and up-to-date client records.
• Address basic billing questions and assist clients with payment inquiries.
• Run weekly and monthly performance and client service reports.
• Maintain strong relationships with clients to achieve high retention rates.
• Support the agency’s mission to deliver exceptional customer experiences.

Kenntnisse

Attention to detail

Organizational skills

Communication skills

Interpersonal skills

Computer skills

Tools

VOIP phone systems

Jobbeschreibung

The Personal Lines Customer Service Representative (CSR) plays a vital role in delivering outstanding service and support to policyholders within a thriving insurance agency. This full-time opportunity centers on building strong, lasting relationships with clients and ensuring their personal insurance needs are met efficiently and professionally. As a Personal Lines CSR, you will be an integral part of a dynamic team dedicated to client retention, satisfaction, and the overall success of the agency’s personal lines book of business.

Allen Insurance Group, a respected family-owned insurance agency, is committed to fostering a supportive and flexible work environment. Employees are encouraged to develop their careers and take advantage of the agency’s culture of growth and support. The agency values work-life balance, offering traditional business hours and closing for extended periods during major holidays to allow employees quality time with their families. This dedication to employee well-being translates into exceptional service for clients and a positive workplace atmosphere.

In the role of Personal Lines Customer Service Representative (CSR), you will be responsible for managing and servicing a portfolio of personal insurance clients. Your key focus will be on retaining existing business, responding to client requests promptly, and collaborating with insurance carriers to deliver the best coverage options. You will use agency systems to shop expiring policies, process endorsements, answer billing inquiries, and generate regular reports. Your ability to work efficiently and communicate clearly will help ensure the smooth operation of daily tasks and the satisfaction of every client.

This position offers the opportunity for career advancement, with the potential to move into a Personal Lines Team Manager role for those who demonstrate leadership and a commitment to excellence. The Personal Lines CSR position is ideal for individuals who are passionate about customer service, have strong organizational skills, and wish to be part of a forward-thinking insurance agency. While no prior insurance experience is required, a valid Property & Casualty (P&C) license is considered an asset, and a willingness to learn is highly valued.

Allen Insurance Group’s commitment to employee satisfaction is reflected in its generous benefits package, which includes paid time off and the possibility to work from home. If you are motivated to grow your career in the insurance industry and want to make a difference for clients every day, this Personal Lines Customer Service Representative (CSR) role is an excellent opportunity.

Personal Lines Customer Service Representative (CSR) - Summary

• Full‑time position focused on servicing and retaining a personal lines insurance client base
• Opportunity for growth and advancement within a supportive agency environment
• Collaborative team culture, emphasizing work‑life balance and professional development

Duties & Responsibilities

• Utilize agency systems to shop expiring policies at renewal with all available insurance carriers
• Respond promptly to endorsement and service requests from clients
• Process daily downloads to ensure accurate and up-to-date client records
• Address basic billing questions and assist clients with payment inquiries
• Run weekly and monthly performance and client service reports
• Maintain strong relationships with clients to achieve high retention rates
• Support the agency’s mission to deliver exceptional customer experiences

Salary & Benefits

• Competitive base salary with potential for commission
• 18 paid time off (PTO) days annually
• Possibility to work from home, supporting work-life balance
• Agency closes for extended periods during major holidays to prioritize family time

Qualifications & Requirements

• No prior insurance experience required; experience preferred but not mandatory
• Valid Property & Casualty (P&C) license is a plus
• Proficiency in computer usage and VOIP phone systems
• Strong attention to detail and excellent organizational skills
• Ability to handle multiple tasks in a fast-paced environment

Ideal Candidate Snapshot

• Demonstrates a client-first mindset and commitment to delivering outstanding service
• Possesses excellent communication and interpersonal skills
• Is motivated to learn and grow within the insurance industry
• Works well independently and as part of a team
• Values a flexible and supportive work environment

Other Relevant Information

• Career advancement opportunities available, including potential to move into management roles
• Agency culture prioritizes employee well-being, client satisfaction, and professional development
• Located in a region known for its welcoming community and quality of life
• Join a trusted agency where your contributions are valued and your career can flourish