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Job details

Personal Lines Customer Service Representative

Benefits

  • Salary with incentives for adding new customers and for retaining/increasing current book of business through cross-selling

  • Health Insurance

  • Dental Insurance

  • Long-term Disability Insurance

  • Paid time off and paid holidays

  • 401K with employer matching factor

  • Profit Sharing Options

  • Group Life Insurance

  • In-house continuing education (C.E.) options

  • Support to pursue professional designations


Responsibilities

  • Review each account in detail as you work with it, for E & O prevention purposes (in the same way that you would “proof” an account if a Broker of Record letter were accepted by a new agency).

  • Maintain and stabilize the accounts, re-marketing if/as needed.

  • Cross-sell where there are such opportunities.

  • Point out coverage gaps to clients and obtain sign-offs if the clients choose to leave those gaps as is.

  • Handle call-in/walk-in prospects as part of a staff rotation.

  • Assist in marketing or re-marketing activities for the producers as needed.

  • Provide the same type of supplemental support if/as needed based on other staff developments within the agency (vacations, illnesses, new hires – both sales and service, projects, etc.).


Requirements

  • Active insurance license preferred

  • Insurance service and/or sales experience

  • Familiarity with local marketing area

  • Phone skills

  • Ability to maintain accurate files

Average salary estimate

$42500 / YEARLY (est.)
min
max
$35000K
$50000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Full-time, onsite
DATE POSTED
June 16, 2025

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