Personal Lines Customer Service Representative
Core
Day-to-day servicing of specific personal lines insurance accounts, handling client inquiries, policy administration, and billing support.
Role type
Customer Service Representative (Insurance)
Builds
Policy documents, declarations, and billing invoices for personal lines clients
Domain
Insurance / Property & Casualty
Required skills
telephone communication, policy administration, data entry, document scanning, billing processing, client support
Preferred skills
Property and Casualty license, 1-2 years of Personal Lines experience, proficiency with insurance software
Responsibilities
Answer incoming telephone calls and assist clients with inquiries, Issue auto ID cards and declaration pages, Process change requests, cancellations, renewals, and endorsements, Set up and update billing information, Scan and input correspondence into paperless files, Email signed forms to carriers, Prepare policies for delivery
Seniority
Entry-level to Junior