Personal Lines Customer Service Representative (CSR)
Core
Serve as a technical resource to a binding and brokerage team, assisting with quote preparation, underwriting information review, and processing of endorsements and invoices for small to mid-market E&S commercial and specialty personal lines risks.
Role type
Personal Lines Customer Service Representative (Insurance)
Builds
Insurance coverage placements, endorsements, and invoices for retail agencies
Domain
Insurance (Property & Casualty, Personal Lines, Surplus Lines)
Required skills
Insurance underwriting support, state compliance documentation, quote preparation, invoicing, rating, audit processing, cancellation handling, liaison communication, Microsoft Outlook/Excel proficiency, carrier rating portals
Preferred skills
College coursework, high volume phone/email communication, adaptability, tight deadline management
Responsibilities
Bind and invoice placement of coverage; rate and process endorsements with invoicing, audits, and other documents; Handle cancellation notices, cancellation endorsements, and rescission documents; Act as liaison between retail clients and the underwriter to obtain missing information, provide status updates on quotes and binds, and respond to general requests for information; Review inspection reports and ensure timely follow-up on outstanding items; Manage surplus lines (SL) compliance documentation in accordance with state-specific requirements.
Seniority
Mid-level, hands-on IC