Customer Service Representative For Personal Lines Insurance

Personal Lines Customer Service Specialist

Wilson Insurance Services is seeking a Personal Lines Customer Service Specialist for a full-time position. Knowledge of the insurance industry is very helpful, but if you have the willingness, interest and the ability to learn quickly, you will also be considered. An active N.C. Property & Liability Insurance License and prior experience working in agency environment is preferred. This position requires a high school diploma/GED, strong oral and written communication skills, data entry experience and a mature and accommodating disposition. The salary for the position is negotiable and will be determined at the time of hire.

If this describes you and you'd like more details about this position, please respond to this listing. A resume is highly preferred, but three-four paragraphs about you, as it applies to the position, will also be considered.

Job Type: Full-time

Salary: $40,000.00 to $65,000.00 /year

Responsibilities and Duties

A personal lines customer service agent is responsible for the following:

• Service of Personal Lines Accounts (personal insurance for clients such as, but not limited to, personal automobile, homeowners, boats, umbrella policies, etc.) including policy updates, collection of premium, and claims filing
• Familiarity with company guidelines, underwriting terms, and ability to navigate carrier web portals
• Ability to meticulously document client interactions on our CRM Platform (Agency Management System)
• Knowledge of personal lines coverages, terms, and procedures
• Maintain rapport with clients and company underwriters
• Actively re-underwrite client accounts
• Cross-sell new and additional policies and solicit other types of insurance

Qualifications and Skills

High School Diploma/GED

Knowledge of Insurance Industry

Prior Insurance Agency Experience Preferred

Benefits

100% Employee Only Health Insurance Coverage Provided

Participation in Employee Retirement Savings Plan with 2% Annual Match of Salary Guaranteed

Work Location: One location

Work Remotely: Yes - hybrid office/work-from-home options are possible once the 90-day training program is completed successfully. Work from home is earned by proving competency in our office setting.

Flexible work from home options available.