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Personal Lines Customer Service Representative

Posted: 05/05/2024
Workforce Partners

Position Summary:

The Personal Lines Customer Service Representative reports to the Vice President. This position is largely responsible for assisting Account Executives with Personal Lines client accounts including all aspects of customer service and marketing.

Principal Duties and Responsibilities of Personal Lines CSR

  • Review and process policies and endorsements for accuracy.
  • Review and process policy change requests from clients.
  • Market new and renewal personal lines accounts as assigned.
  • Resolve client questions regarding coverage and billings
  • Resolve account criticisms from carriers.
  • Document Agency Management system with client changes, updates and activities performed.
  • Maintain a working knowledge of carrier products, pricing and personnel.
  • Maintain knowledge of agency procedure
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Personal Lines Customer Service Representative
Consociate Health

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