Personal Lines CSR/Agent

Job Description

Full Job Description

Our office is growing, and we are looking for a full-time Customer Service Representative able to provide exceptional customer service to our current clients and new prospects. Salary + Bonus + Medical. Must have Georgia property and casualty / Life licensing

- Process customer policy change requests.
- Secure Trailing Documents from customers.
- Handle incoming claim calls from customers.
- Complete Evidence of Insurance requests.
- Develop new sales opportunities.
- Immediately greet all customers, entering the office, in a friendly and helpful manner.
- Take premium payments from customers.
-Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems
- Schedule appointments for sales staff to meet prospective customers

Job Requirements:
- Possess a property & casualty/ Life insurance license
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Create relationships from a cold start.
- Proficiency to multi-task, follow-thru and follow-up.
- Professional phone etiquette.
- Follow through and exceed current and prospective client expectations.
- Great Customer Service Skills.
- Problem-Solving Capabilities.
- Works well with other employees and is a team player with a positive attitude.

Job Type: Full-time

$17.00 per hour + Monthly commission of 6% auto and 4% Property

Benefits:  IRA match at 3%

Bonus of $5,000.00


  • 8 Hour Shift
  • Monday to Friday

COVID-19 considerations:
Staff are required to wear masks when away from personal office/spaces. Customers are encouraged to wear masks upon entering building.


  • Customer Service: 2 years (Required)


  • Property and Casualty License/ Life (Preferred)

Work Location:

  • One location

Communication method(s) used:

  • Email

Job Duties:

  • Answer incoming customer inquiries
  • Collaborate with management teams to stay updated on new products, services, and policies
  • Record customer information within our customer service database
  • Engage with clients in a friendly and professional manner while actively listening to their concerns
  • Offer support and solutions to customers in accordance with the company's customer service policies
  • Other duties as requested

This Company Describes Its Culture as:

  • Detail-oriented -- quality and precision-focused
  • Stable -- traditional, stable, strong processes
  • People-oriented -- supportive and fairness-focused
  • Team-oriented -- cooperative and collaborative

Work Remotely:

  • No

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