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Insurance Customer Service Representative

Insurance Customer Service Representative

JMJ InsuranceSuwanee, GA, US
14 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Join a Team That Values You

Are you passionate about building strong client relationships and helping people protect what matters most to them? At our established insurance agency, you'll have the chance to do meaningful work every day while growing your career in a supportive and collaborative environment. We partner with top national and regional carriers to deliver high-quality personal lines insurance solutions from home and auto to umbrella, renters, flood, and specialty coverage.

  • This is more than just a job it's an opportunity to be part of a team that puts service, integrity, and professional growth at the heart of everything we do.

Position Overview

The Personal Lines Account Manager is responsible for managing and servicing a book of personal lines insurance clients. This role ensures that clients receive excellent customer service, accurate coverage recommendations, and timely policy management. The Account Manager works closely with producers, carriers, and clients to maintain retention, identify cross-selling opportunities, and resolve service issues.

Location : Suwanee, Georgia

Salary Range : $45,000 - $65,000 per year (including bonus)

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Responsibilities

Key Responsibilities

Client Service & Retention

  • Act as the primary point of contact for assigned personal lines clients.
  • Provide responsive and professional service for coverage questions, billing issues, claims assistance, and policy changes.
  • Conduct regular account reviews to ensure coverage adequacy and identify coverage gaps.
  • Proactively manage renewals to maintain high retention levels.
  • Policy Management

  • Quote, bind, and issue new and renewal policies using carrier systems and comparative raters.
  • Process policy endorsements, cancellations, and reinstatements.
  • Ensure accurate data entry and documentation in the agency management system (AMS).
  • Verify accuracy of policies, endorsements, and invoices received from carriers.
  • Sales Support & Growth

  • Identify opportunities to cross-sell additional personal lines products (home, auto, umbrella, specialty, etc.).
  • Support producers in generating new business through quoting and application assistance.
  • Providing referrals leads to commercial lines or life / financial services teams when appropriate.
  • Compliance & Administration

  • Maintain up-to-date knowledge of carrier products, underwriting guidelines, and state insurance regulations.
  • Follow agency workflows, compliance requirements, and service standards.
  • Maintain proper documentation of all client interactions.
  • Requirements

    Qualifications

  • Active Property & Casualty (P&C) Insurance License (required).
  • 2+ years of experience in personal lines account management (preferred).
  • Proficiency with comparative raters and carrier online platforms.
  • Experience with Agency Management Systems (e.g. AMS360, etc.) a plus.
  • Strong knowledge of personal lines products, including homeowners, auto, renters, umbrella, and specialty lines.
  • Why You'll Love Working Here

    We know that success starts with people, and were proud to offer a workplace where you can thrive :

  • Culture of Collaboration & Support - Work alongside experienced insurance professionals who are dedicated to helping you succeed.
  • Career Development - Access continuing education and professional development opportunities to strengthen your skills and grow your career.
  • Work-Life Balance - Enjoy paid time off, holidays, and a healthy balance between work and personal life.
  • We foster a positive, client-first culture where your contributions are valued, and your professional goals are supported.

    Compensation & Benefits

  • Competitive base salary plus bonus opportunities : $45,000 - $65,000 per year
  • Health, dental, and vision insurance stipend
  • Paid time off and holidays
  • Continuing education and professional development support
  • Take the Next Step in Your Career

    If you're ready to grow in your insurance career while helping clients protect what matters most, we'd love to hear from you!

    Apply today and take the first step toward joining a team that values your expertise, supports your development, and celebrates your success.

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    Insurance Customer Service Representative • Suwanee, GA, US

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