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Personal Lines CSR

Posted 2 months ago

# 9140 Beverly Hills, CA

About the Role

A small, independent insurance agency is looking for an experienced Personal Lines CSR to join their team in Beverly Hills.

Duties & Responsibilities

  • Service existing personal lines accounts (home, auto, etc.).
  • Process endorsements, answer phone calls, educate clients regarding insurance needs, and provide estimates to increase or add coverage.

Skills & Experience

  • At least 2-3 years of personal lines customer service experience; must include some time spent with an independent insurance agency.
  • Experience with pricing and policy terms/conditions through Mercury Insurance, the agency’s primary insurance carrier. Additional exposure to carriers like Travelers, Safeco, and Progressive is helpful but not required.
  • Active state insurance license.

Tagged as: account manager, administration, agency, auto, casualty, client service, csr, customer service, homeowners, insurance, personal lines, property, umbrella

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