Customer Service Agent, Personal Lines
About the role
A Personal Lines Customer Service Agent is part of a team of professionals who manage, serve, and advise clients regarding personal insurance offerings. You will respond to client needs in a timely and efficient manner and communicate with owners, insureds, and carriers through proactive, frequent, and courteous interactions, while supporting the Personal Lines team to ensure the highest possible client satisfaction.
What we’re looking for
- Wisconsin Property & Casualty insurance license required (can be obtained after hire).
- Relationship driven, effective communicator with outstanding customer service skills, a professional demeanor, and superior ethical standards.
- Able to work well with many types of people, inside and outside the agency, with a friendly, outgoing, and helpful personality.
- Willing and able to solve problems, and to follow through on multiple projects with frequently changing priorities in a fast-paced environment.
- Results driven, self-directed, detail-oriented, and adaptive, with the ability to produce quality work efficiently.
- High school diploma or equivalent required. Higher education and professional designations are encouraged. Knowledge of Microsoft Office is helpful.
What you’ll do
- Be the first point of contact for client calls, walk-ins, and emails about billing, coverage questions, and policy changes.
- Document claim reports, forward them to the carrier, and update customers on claim status when the claim agent is unavailable.
- Accurately document all customer interactions and transactions in the agency management system, and keep client files organized.
- Prepare and process new business and renewals: gather information, review claim activity, recommend coverages, and rate policies.
- Work with underwriters to obtain quotes, negotiate programs and rates, and choose the right carriers for clients.
- Handle policy administration, including rewrites, endorsements, cancellations, and other changes.
- Complete internal reports, cross-sell additional products and services, and support teammates as needed.
- Keep your job knowledge sharp through education opportunities.