Personal Lines Client Service Representative

Job Description

Job Description

Benefits :

HSA & FSA

401(k)

401(k) matching

Competitive salary

Dental insurance

Donation matching

Employee discounts

Health insurance

Paid time off

Parental leave

Training & development

Vision insurance

Wellness resources

Correll Insurance Group of Inman is in immediate need of a Personal Lines Client Service Representative (CSR) at our Inman, SC location.

Job Summary :

A Personal Lines Client Service Representative (CSR) provides support to customers with their insurance needs. This role involves handling policy changes, writing new business, processing renewals, endorsements, and addressing client inquiries related to coverage, billing, and claims. CSRs act as the first point of contact for clients and work to resolve issues, process documentation, and maintain accurate records within the agency management system.

Essential Duties and Responsibilities

• Client Support - Responding to client inquiries, processing policy changes (endorsements, cancellations), and issuing certificates of insurance, binders, and auto ID cards.
• Account Management - Assisting with writing new business, renewals, gathering underwriting information, and preparing necessary documentation.
• Communication - Interacting with insurance carriers to follow up on outstanding issues and ensuring timely communication with clients.
• Documentation - Maintaining accurate records in the agency management system, processing audits, and handling loss-run documentation.
• Collaboration - Working with Account Managers and other team members to provide comprehensive support to clients.

Qualifications

• At least 1 - 3 years of relevant work experience
• Excellent phone etiquette and excellent verbal, written, and interpersonal skills
• Ability to multi-task, organize, and prioritize work

Requirements :

• High school diploma required, Bachelors degree preferred
• Hold current and valid Property and Casualty Insurance license or able to obtain one within 6 months of accepting the position
• Possess a supportive and responsive manner with internal and external customers
• Possess above average computer skills, existing proficiency is strongly preferred in various needed programs, such as AMS360, ImageRight, Excel, and Word
• Ability to set up and conduct meetings in a virtual environment such as Teams and Zoom including the ability to share screens and make presentations (ex. PowerPoint, Proposals, etc.)

Work Location : Inman, SC

Correll Insurance Group of Inman SC

Work Type : Full-time, M-F

Summary :

If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

NOTE : The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.