Serve as the primary point of contact for personal lines clients, handling all service requests including policy changes, billing inquiries, and claims assistance.
Process endorsements, renewals, and other policy-related documentation with accuracy and efficiency.
Proactively address and resolve client issues, ensuring a high level of customer satisfaction.
Work closely with our sales team and carriers to provide seamless support and ensure client needs are met in a timely manner.
Requirements
Must hold a current Property & Casualty license.
A minimum of 3 years of experience as a Personal Lines CSR is required.
Proficient in the AMS 360 Management System or Vertafore.
Bonus, but not required, if candidate has Commercial Lines experience.