Personal Lines Customer Service Representative

Schueller & Associates   Milwaukee, WI   Full-time     Call Center / Customer Service
Posted on May 10, 2023

Personal Lines Customer Service Representative

Dynamic Independent Insurance Agency representing many leading insurance carriers has an immediate part-time opening for an experienced Personal Lines customer service representative to join our team.

Candidates are required to have a property and casualty license and knowledge of AMS 360 or similar management database.

 As a team member, your responsibilities will involve direct interaction with both existing as well as new clients while working directly with a number of agents in the management of their personal lines accounts.

This position is in the office 3 days a week.

 

Responsibilities

  • Communicate effectively with customers. Must be outgoing and have great interpersonal skills.
  • Provide knowledgeable answers to questions about coverage, product, pricing and carriers
  • Work with internal departments to meet customer's needs
  • Provides personal lines insurance coverage counseling and be able to suggest coverage options
  • Some Data entry in various platforms
  • Attention to detail is needed.

Processing of renewals and endorsements. Require detail-oriented person to review for accuracy.                              

Will market policies with a significant renewal increase.

Will handle all mortgage requests for Evidence of Insurance. Will need to follow up for closing dates and process changes.

Required Experience and Qualifications

  • At least 1 - 3 years of relevant work experience.
  • MUST have P&C insurance license or be willing to obtain within 90 days.
  • Excellent phone etiquette along with good verbal, written, and follow up skills are needed.
  • Ability to multi-task, organize, and prioritize work.
  • The ideal candidate must have the ability to work independently and possess the ability to work in a fast-paced environment to meet deadlines.

Salary is based on experience.  But know that can earn extra compensation by owning your own book of business!