Personal Lines Customer Service Representative
3 days ago
RemX is seeking a Personal Lines Customer Service Representative (CSR) to support a well-established insurance agency in Walnut Cove, NC. This role is perfect for someone who enjoys helping people, thrives in a detail-oriented environment, and is looking to grow in the insurance industry.
Hours: 9 am- 5 pm Monday-Friday (37.5 hour work week)
Location: Walnut Cove, NC (100% onsite)
No license yet? No problem - the company will pay for you to obtain your Property & Casualty (P&C) license
Responsibilities
- Update customer information and policy details in Epic
- Help clients file claims in person or by phone
- Process payments accurately
- Share scheduled reports with the production team
- Manage lender/lien holder paperwork for personal lines
- Prepare policy change forms and collect signatures
- Track returned mail and handle follow-ups
- Keep office supplies organized and stocked
- Send correspondence on behalf of producers
- Process coverage updates and vehicle changes
- Verify vehicle details during customer interactions
- Provide ongoing support to existing policyholders
- Redirect qualified leads to producers
- Strong communication and attention to detail
- Comfortable managing documents, forms, and client information
- Able to work independently while supporting a team
- Experience with Epic or similar systems is helpful
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