Multi-State Licensed Insurance CSR

Location: Remote
Compensation: Salary
Reviewed: Thu, May 01, 2025
This job expires in: 1 days
P&C Insurance CRM Software Customer Service Multi-tasking

Job Summary

A company is looking for a Personal Lines Insurance Customer Service Representative.

Key Responsibilities
  • Assist existing and potential agency clients with various servicing needs via phone, email, and SMS
  • Interpret and analyze insurance policies and related documents to make informed decisions
  • Utilize carrier quoting systems to bind insurance policies and collaborate with teams for customer satisfaction
Required Qualifications, Training, and Education
  • Two to three years of P&C or Personal Lines Insurance experience
  • Active Property and Casualty or Personal Lines license in at least 15 states
  • Proven history of personal initiative and efficiency in a fast-paced environment
  • Ability to adapt quickly to process and system updates
  • Strong computer fluency and ability to navigate multiple carrier portals
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