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Personal Lines Customer Service Representative
Job Description
Hybrid
A prominent insurance company based in Buffalo, New York, is seeking a dedicated Insurance Customer Service Representative to manage a portfolio of clients, providing exceptional service and support throughout the entire policy lifecycle. This position requires strong experience in customer service, insurance systems, and claims coordination, with a focus on maintaining positive client relationships. The ideal candidate will thrive in a fast-paced, collaborative environment, managing both administrative and client-facing tasks while contributing to a supportive team culture. The role offers opportunities for professional growth within a well-established organization.
Salary Range: $45,000 - $60,000 / year DOE
Personal Lines CSR Responsibilities:
- Manage a client portfolio of personal lines accounts, handling inquiries, renewals, claims, and documentation
- Serve as the primary point of contact for client service needs, ensuring seamless communication and resolution of issues
- Facilitate renewal processes and collaborate with insurance carriers and underwriters to meet client requirements
- Enter and maintain accurate client information in the agency management system
- Support claims processes by assisting insured clients with filing, follow-ups, and coordination with adjusters
- Provide quotes for renewal or re-written policies to optimize client coverage and satisfaction
- Stay informed on market trends and continuously enhance customer service skills through ongoing education and training
Personal Lines CSR Requirements:
- Prior experience in the insurance industry, particularly in agency service roles
- Familiarity with insurance-based agency management systems
- Personal lines experience required
- New York State Insurance Broker License required
- Strong organizational skills, attention to detail, and the ability to work independently
- A customer-focused mindset with excellent communication and interpersonal skills
Benefits:
- Hybrid flexibility
- Monday - Friday, 8:30-5:00 pm work hours
- Discretionary bonus
- Health Insurance Coverage
- 401(k)
- 3 weeks PTO and paid holidays
- Long-term care benefits and a supportive, team-oriented workplace culture
Apply now!
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