Personal Lines Insurance CSR & Office Support

Haven Insurance Group; Georgia; On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

401k

Licensing support

Collaborative environment

Growth opportunities

Job summary

Haven Insurance Group in Atlanta, GA is seeking a friendly and detail-oriented Customer Service Representative for Personal Lines to support clients, assist producers, and help with light office management. You will handle policy changes, renewals, billing questions, ID cards, and claims reporting, while keeping operations smooth and organized.

Qualified candidates have experience in personal lines, strong communication skills, proficiency with Microsoft Office, and familiarity with agency

Qualifications

• Prior experience in personal lines insurance (agency or carrier) strongly preferred.
• Active Property & Casualty license a plus (or willingness to obtain within the first year).
• Strong customer service and communication skills.
• Detail-oriented with excellent organizational and multitasking abilities.
• Proficient with Microsoft Office Suite and agency management systems (Applied Epic, AMS360, or similar a plus).

Responsibilities

• Respond to client inquiries by phone and email in a timely and professional manner.
• Process policy changes, endorsements, renewals, and certificates of insurance.
• Assist clients with billing questions, ID card requests, and claims reporting.
• Provide proactive client follow-up to ensure satisfaction and retention.
• Support producers and agents with account management.
• Receive, sort, and distribute incoming mail.
• Prepare outgoing correspondence and packages.
• Make bank deposits and maintain accurate records.
• Manage office supplies and ensure common areas remain organized.
• Assist with scheduling and other administrative tasks as needed.

Skills

Customer service

Communication

Detail-oriented

Organizational skills

Multitasking

Microsoft Office Suite

Education

Property & Casualty license (active or willing to obtain within first year)

Tools

Applied Epic

AMS360

Job description

Haven Insurance Group in Atlanta, GA is seeking a friendly and detail-oriented Customer Service Representative for Personal Lines to support clients, assist producers, and help with light office management. You will handle policy changes, renewals, billing questions, ID cards, and claims reporting, while keeping operations smooth and organized.

Qualified candidates have experience in personal lines, strong communication skills, proficiency with Microsoft Office, and familiarity with agency