Personal Lines CSR
Role Overview
This Personal Lines Customer Service Representative role supports policyholders by handling service requests, updating coverage, answering questions, and identifying coverage gaps to educate customers on risk mitigation. It is a junior-to-mid level position on an insurance agency team, working under a manager and alongside colleagues to deliver timely, compliant service. The hire will have a direct impact on customer retention and satisfaction by ensuring clients have appropriate protection and accurate policy records.
Perks & Benefits
The role offers a comprehensive benefits package including medical, dental, vision, FSA/HSA, life insurance, 401(k), competitive PTO, and a wellness program. Compensation ranges from $40,000 to $50,000 depending on experience. While listed as remote, the posting also references onsite work in Greensboro, NC, so candidates should clarify the exact work arrangement and time zone expectations. The culture emphasizes relationship-building, problem-solving, and professional growth within an established insurance affiliate.
Full Job Description
All About Insurance, a Leavitt Group affiliate, is looking for a Personal Lines Customer Service Representative to join their team in Greensboro, NC.
As a Customer Service Representative, you'll be a trusted resource for customers, helping them navigate coverage options, update policies, answer questions, and ensure they have the protection they need. This position is ideal for someone who enjoys building relationships, solving problems, and making a positive impact on people's lives.
Responsibilities:
Manage customer service requests in a professional and knowledgeable manner.
Determine all impacts/needs associated with the service request, including impacts to other coverages or policies.
During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.
Document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy.
Maintain effective and timely follow-up systems and verify transactions with customers.
Effectively utilize technology to perform assignments and requests.
Additionally, they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively.
Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.
In addition to inbound service calls, the Customer Service Representative performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.
Qualifications & Experience:
Property and Casualty License
Excellent communication skills; verbally and written
Detail oriented and able to maintain compliance standards
Must be dependable, provide timely response, and complete of work activities
What We Offer:
$40,000-$50,000, depending on experience
Comprehensive benefits package including:
Medical, Dental, Vision
FSA/HSA & Life Insurance
401(k) with company benefits
Competitive PTO including vacation and sick time, and company holidays
Wellness Program
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