Personal Lines CSR
Role Overview
This Personal Lines CSR role involves handling inbound calls, processing policy changes, and assisting with new business quoting and binding. The position requires an Alabama P&C license and 1+ years of experience, indicating an entry-to-mid-level role. You'll work within a supportive agency team to deliver excellent service and help clients manage risk.
Perks & Benefits
The role offers competitive salary, health/dental/vision insurance, 401(k) with matching, HSA/FSA, PTO, and a wellness program. Career growth and professional development opportunities are emphasized, and the company is a large national brokerage with over 275 locations. While the role is listed as remote, the location in Mobile, AL suggests potential on-site expectations; however, the remote tag implies flexibility.
Full Job Description
Randy Jones & Associates, a Leavitt Group affiliate, is looking for a Personal Lines Customer Service Representative to join our growing team in Mobile, AL.
If you enjoy helping others, solving problems, and building strong customer relationships, we'd love to hear from you.
What You'll Do
As a Customer Service Representative, you'll support our personal lines clients by providing knowledgeable, responsive service, assisting with new business quoting and policy binding, and helping customers navigate their insurance needs.
Deliver Outstanding Customer Service
Answer inbound customer service calls and respond to policyholder inquiries.
Assist customers with policy changes, including adding, deleting, or replacing vehicles.
Process coverage updates, lienholder and mortgagee changes, policy verifications, and payments.
Address billing questions and provide accurate policy information.
Resolve customer concerns professionally and efficiently.
Support and Educate Clients
Assess customer requests to identify impacts on existing policies and coverages.
Quote, bind, and issue new personal lines policies while educating clients on coverage options and helping them make informed insurance decisions.
Recommend solutions that help customers better manage and mitigate risk.
Verify completed transactions and provide timely follow-up.
Maintain Accurate Records and Agency Operations
Document all customer interactions and maintain accurate client records.
Update customer information and policy files to ensure data integrity.
Utilize agency technology and carrier systems to process transactions efficiently.
Draft and send customer correspondence as needed.
Support Account Managers and other team members with service-related activities.
Assist with additional administrative and service responsibilities as assigned.
What You'll Bring
Alabama Property & Casualty License,
1+ years previous experience in Personal Lines insurance. (entry-level candidates with strong knowledge of Personal Lines may be considered)
Preferred Agency Management System Experience: AMS360
Strong verbal and written communication skills.
Excellent customer service and relationship-building abilities.
Detail-oriented with the ability to maintain compliance and documentation standards.
Strong organizational and time-management skills.
Dependable work ethic with the ability to complete tasks accurately and on time.
Ability to learn and apply insurance products, carrier guidelines, and agency procedures.
What We Offer
Competitive salary
Career growth and professional development opportunities
Health Insurance
Dental & Vision Insurance
401(k) with matching employer contributions
HSA & FSA
Competitive PTO and company holidays
Wellness Program
As a national company, Leavitt Group is one of the largest privately held insurance brokerages in the nation, with over 275 locations across 29 states. We provide commercial and personal insurance solutions that help individuals and businesses manage risk and protect their future. Our agencies have access to top insurance markets and maintain strong carrier partnerships, allowing us to deliver exceptional value to our clients.
We are always looking for talented individuals who want to build a meaningful career and grow with us.
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