Personal lines customer service representative Job Description
Personal lines customer service representative Job Description Template
Personal Lines Customer Service Representatives manage client relationships, handle policy inquiries, and resolve complaints. They perform tasks such as processing transactions, maintaining records, and providing insurance product information.
Responsibilities:
- Provide exceptional customer service to policyholders and prospects
- Communicate effectively and professionally with clients, insurance carriers, and internal staff
- Process new business, endorsements, cancellations, and renewals accurately and efficiently
- Resolve customer inquiries and complaints in a timely and satisfactory manner
- Stay up to date with industry regulations and company policies to ensure compliance
- Collaborate with team members to achieve department goals and objectives
- Participate in training and development programs to enhance skill set and knowledge
- Perform other duties as assigned by management
Requirements:
- High school diploma or equivalent
- Previous experience in customer service
- Excellent communication skills, both written and verbal
- Ability to work under pressure and handle multiple tasks simultaneously
- Proficiency in computer skills and knowledge of Microsoft Office
- Knowledge of insurance products and regulations is a plus
- Ability to work independently and as part of a team
- Strong attention to detail and accuracy in data entry