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Personal Lines Insurance Representative

2 months ago

Irwin, Pennsylvania, United States Synerfac Full time
Personal Lines Customer Service Representative

We are seeking a highly skilled and customer-focused Personal Lines Customer Service Representative to join our team at Synerfac. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, addressing their concerns, and resolving issues related to personal lines insurance policies.

Key Responsibilities:
  • Provide prompt and professional service to clients, responding to their inquiries and resolving issues in a timely manner.
  • Assist clients with the management of their insurance policies, including policy renewals, endorsements, cancellations, and claims processing.
  • Support the sales team by generating quotes, conducting needs assessments, and recommending appropriate insurance products to clients.
  • Maintain accurate and up-to-date client records, ensuring all necessary documentation is complete and compliant with regulatory requirements.
  • Stay informed about industry trends, product offerings, and regulatory changes to provide clients with relevant and up-to-date information.
  • Educate clients on the features and benefits of various insurance products, helping them make informed decisions about their coverage.
  • Work closely with other team members to ensure a seamless client experience and support the overall goals of the company.
Requirements:
  • Education: High school diploma or equivalent; a bachelor's degree in a related field is preferred.
  • Previous experience in personal lines insurance or a related field is preferred.
  • Licensed insurance agent - personal lines highly preferred.
  • Excellent communication and interpersonal skills.
  • Strong organizational and time management abilities.
  • Proficient in using insurance management software and Microsoft Office Suite.
  • Detail-oriented with strong problem-solving skills.
  • Ability to work independently and as part of a team.