Personal Lines Insurance Customer Service Representative-Entry Level (copy)

The Juris Agency; Claremont (MN); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off

Life Insurance

Disability Insurance

Hands-on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Job summary

The Juris Agency is seeking a Personal Lines Customer Service Representative (CSR) to focus on personal lines and farm accounts. You will assist policyholders with inquiries, policy changes, billing questions, and coverage explanations, delivering clear, friendly service.

Ideal candidates bring strong communication skills, attention to detail, and a passion for helping clients understand their insurance options. This role emphasizes accuracy, teamwork, and ongoing learning.

Qualifications

• High school diploma or equivalent; some college preferred.
• Insurance license (Property & Casualty and Life & Health) or willingness to obtain.
• Previous insurance agency or customer service experience is a plus.

Responsibilities

• Provide outstanding customer service by handling inbound and outbound calls, emails, and in-person inquiries.
• Assist clients with policy changes, endorsements, renewals, and cancellations.
• Explain coverage options, policy details, and billing processes to clients in a clear and professional manner.
• Process payments, issue certificates of insurance, and provide required documentation.
• Work closely with agents and underwriters to ensure client needs are met efficiently.
• Maintain accurate and up-to-date client records in the agency management system.
• Assist in identifying client needs and cross-selling additional personal lines products when appropriate.
• Stay informed about industry changes, carrier guidelines, and regulatory compliance.

Skills

Communication skills

Attention to detail

Time management

Multi-tasking

Education

High school diploma or equivalent

Some college preferred

Tools

Microsoft Office

Agency management system

Google Docs/Sheets/Drive

Job description

Job Description

We are seeking a Personal Lines Customer Service Representative (CSR) to join our team with the primary focus being personal lines and farm accounts. In this role, you will provide exceptional customer service to policyholders by assisting with inquiries, policy changes, billing questions, and coverage explanations. The ideal candidate has strong communication skills, attention to detail, and a passion for helping clients understand their insurance options.

Benefits

• Paid Time Off (PTO)
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities

Responsibilities

• Provide outstanding customer service by handling inbound and outbound calls, emails, and in-person inquiries.
• Assist clients with policy changes, endorsements, renewals, and cancellations.
• Explain coverage options, policy details, and billing processes to clients in a clear and professional manner.
• Process payments, issue certificates of insurance, and provide required documentation.
• Work closely with agents and underwriters to ensure client needs are met efficiently.
• Maintain accurate and up-to-date client records in the agency management system.
• Assist in identifying client needs and cross-selling additional personal lines products when appropriate.
• Stay informed about industry changes, carrier guidelines, and regulatory compliance.

Requirements

• High school diploma or equivalent; some college preferred.
• Preferred: Insurance license (Property & Casualty and Life & Health) or willingness to obtain.
• Previous experience in an insurance agency or customer service role is a plus.
• Strong verbal and written communication skills.
• Ability to multi-task, prioritize, and manage time effectively.
• Proficiency in Microsoft Office (Word, Excel, Outlook), Google (docs, drive, sheets, forms) and agency management systems.
• Detail-oriented with excellent problem-solving skills.
• Positive attitude and ability to work well in a team environment.