Personal Lines Customer Service Representative Insurance Broker

• Deliver excellent service by responding to all client inquiries accurately and efficiently
• Providing effective customer service of assigned Personal Lines accounts

Processing policy changes for our customers

• Providing support to customers by answering policy coverage and payment questions
• Ability to up-sell and cross sell on new products
• Reviewing renewals for accuracy and shopping on the insured’s behalf
• Building relationships in a dynamic culture with insurers and underwriters
• Empowerment do the right thing in getting the job done
• Create a positive client experience by understanding and meeting the customers’ needs
• Contribute to team success by consistently leveraging knowledge and sharing best practices

1-3 years of personal lines insurance experience

Experience with TAM and insurance company portals

• RIBO licensed with consideration given to candidates with underwriting or insurer experience
• Excellent verbal and written communication in providing world class customer service
• Excellent time management skills with the ability to multi-task and grasp new concepts
• Excellent computer, keyboarding skills and familiarity with Microsoft Office software