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, invoicing, rating, and processing of endorsements for small to mid-market E&S commercial and specialty personal lines risks.
Role type
Personal Lines Customer Service Representative (CSR)
Builds
Insurance coverage placements, endorsements, and compliance documentation for retail agencies
Domain
Insurance (Property & Casualty, E&S Commercial, Specialty Personal Lines)
Required skills
Insurance underwriting support, customer service, state compliance documentation, Microsoft Outlook/Excel, carrier rating portals
Preferred skills
College coursework, adaptability, high-volume communication handling
Responsibilities
Bind and invoice placement of coverage; rate and process endorsements with invoicing, audits, and other documents; handle cancellation notices and rescission documents; act as liaison between retail clients and underwriters; review inspection reports and ensure timely follow-up; manage surplus lines compliance documentation
Seniority
Mid-level, hands-on IC