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Personal Lines Insurance Customer Service Representative

Magna Talent
Cary, North Carolina Call Centre / CustomerService 4 days ago
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Job description

PERSONAL LINES INSURANCE CUSTOMER SERVICE REPRESENTATIVE

Employment Type: Full-Time / Permanent
Work Arrangement: On-Site / In-Office
Salary: $48,000 - $53,000 per year
Location: To Be Confirmed

POSITION OVERVIEW

Magna Talent is recruiting a Personal Lines Insurance Customer Service Representative for an established insurance agency.

We're seeking a licensed Property & Casualty insurance professional with experience servicing personal insurance accounts, assisting policyholders, and supporting insurance producers.

The ideal candidate has experience working with homeowners, automobile, umbrella, and other personal lines insurance policies.

This is a customer service and account support position, not a sales role. You'll focus on helping existing customers, processing policy changes, assisting with insurance quotes, and supporting the agency's sales team with new business onboarding.

KEY RESPONSIBILITIES

- Provide professional customer service to personal lines insurance clients.
- Assist with quoting homeowners, automobile, umbrella, and other personal insurance policies.
- Handle customer inquiries regarding coverage, policies, billing, and account information.
- Process policy changes, endorsements, and coverage updates.
- Assist existing customers with questions and ongoing policy servicing needs.
- Support insurance producers with new business quotes and applications.
- Assist with onboarding new insurance customers.
- Communicate with insurance carriers regarding policy information and customer requests.
- Maintain accurate client records and policy documentation.
- Coordinate with team members to resolve customer service issues promptly.
- Ensure clients receive accurate, timely, and professional assistance.
- No direct sales responsibilities are required.

REQUIREMENTS

- Active Property & Casualty insurance license.
- Previous experience working in the insurance industry.
- Proven experience in customer service or insurance account servicing.
- Familiarity with homeowners, automobile, and other personal lines insurance products.
- Strong verbal and written communication skills.
- Ability to explain insurance policy information clearly and professionally.
- Strong organizational skills and attention to detail.
- Ability to manage multiple customer requests and priorities.
- Comfortable working with computers and insurance-related software.
- Ability to work full-time in an office-based environment.

PREFERRED QUALIFICATIONS

- Previous experience in an independent insurance agency or brokerage.
- Experience servicing personal lines insurance accounts.
- Familiarity with Applied EPIC agency management software.
- Experience quoting homeowners, automobile, and umbrella policies.
- Experience processing policy endorsements and coverage changes.
- Experience supporting insurance producers or account managers.
- Strong customer retention and relationship management skills.

COMPENSATION & BENEFITS

- Annual salary of $48,000 to $53,000.
- 401(k) retirement plan.
- Health insurance.
- Dental insurance.
- Vision insurance.
- Disability insurance.
- Paid time off.
- Full-time, permanent employment.
- Opportunity to work in a collaborative insurance agency environment.

WORK ENVIRONMENT

This is a full-time, in-office customer service position.

The selected candidate will work closely with insurance producers, account managers, and other agency team members to support existing policyholders and assist with new customer onboarding.

The role involves frequent client communication, policy servicing, insurance quoting, and administrative coordination.

No direct sales responsibilities are required.

ABOUT THE OPPORTUNITY

Our client is seeking a dependable, customer-focused insurance professional who enjoys helping people and providing excellent service.

Candidates with an active P&C license, previous insurance industry experience, and familiarity with homeowners and automobile insurance are encouraged to apply.

This is an excellent opportunity for someone who prefers insurance account servicing and customer support over direct sales.

Apply today to be considered for this opportunity.
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