Personal Lines Customer Service Representative
Role Overview
This is a mid-level role as a Personal Lines Customer Service Representative, working directly with a personal lines account manager to handle inbound service calls for insurance customers. Day-to-day responsibilities include processing policy changes, answering billing questions, verifying insurance, taking payments, and cross-selling products, ensuring accurate documentation and compliance. The hire will impact customer satisfaction and risk mitigation by identifying coverage gaps and educating clients.
Perks & Benefits
The job is fully remote, likely requiring availability during standard business hours in the US time zones, with a competitive salary of $40,000-$42,000 based on experience. Benefits include health, dental, and vision insurance, a 401(k) with employer matching, HSA/FSA options, and paid sick and vacation leave. Career growth is supported through training for a Property and Casualty License within 90-180 days and opportunities within a large national agency.
Full Job Description
Leavitt Group of Colorado Sterling, CO
In this position you will be responsible for the following:
Job Description:
Personal Lines Customer Service Representatives are the cornerstone of the personal lines services team working directly with the personal lines account manager. This position answers all inbound personal lines service calls. They perform service and sales for customers including but not limited to adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, cross sell, new quotes and handling other insurance questions as appropriate to service customers.
Responsibilities and Duties:
Handle 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.
Job Requirements/Competencies:
Property and Casualty License or willingness to obtain one within the first 90-180 days of employment
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
Leavitt Group offers a full and attractive benefits package including;
$40,000-$42,000 depending on experience
Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave
As a national company, the Leavitt Group is the 19th largest privately held insurance agency brokerage in the nation, with over 250 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
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