CSR Personal Lines

We are a wellestablished insurance agency specializing in personal lines coverage including auto homeowners renters and umbrella policies. Our mission is to deliver reliable protection and outstanding service to individuals and families across the region.

Pawtucket RI02860

Fulltime

• Annual salary range: $50000$55000 (USD)
• Health dental and vision insurance
• Retirement savings plan with employer match
• Paid time off and holidays
• Employee wellness and professional development programs

The Customer Service Representative (CSR) for Personal Lines serves as the primary point of contact for policyholders handling inquiries processing policy actions and providing clear courteous assistance that reinforces the agencys reputation for excellence.

• Answer inbound calls emails and livechat messages from personal lines customers.
• Quote issue renew endorse and cancel policies in accordance with client requests.
• Enter and update policy data accurately in the agency management system.
• Resolve billing questions set up payment arrangements and address basic claims inquiries.
• Explain coverage options terms and conditions in simple understandable language.
• Identify crosssell opportunities for additional insurance products while remaining compliant.
• Document each interaction thoroughly to ensure continuity of service.
• Collaborate with underwriting claims and support teams to expedite resolutions.
• Maintain knowledge of industry regulations company policies and product updates.
• Achieve departmental metrics for call handling time accuracy and customer satisfaction.

• High school diploma or equivalent; associates degree or higher preferred.
• 25 years of experience in insurance customer service preferably personal lines.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office email and web browsers.
• Strong attention to detail and ability to multitask in a fastpaced environment.
• Customerfocused attitude with proven problemsolving abilities.

• Familiarity with insurance agency management systems (e.g. AgencyM8 AppliedEpic).
• Understanding of state insurance regulations and compliance requirements.
• Experience in highvolume callcenter environments and meeting servicelevel agreements.
• Ability to work remotely or in a hybrid setting with a reliable internet connection.

We are an equal opportunity employer and value diversity in our workforce.