Personal Lines CSR jobs in United States
cer-icon
Apply on Employer Site
company-logo

Graytitude · 3 weeks ago

Personal Lines CSR

Graytitude is seeking a dedicated and customer-focused Personal Lines Customer Service Representative (CSR) to join their team. The role involves managing a portfolio of personal lines accounts, ensuring policy accuracy, timely processing, and delivering exceptional client service.

ConsultingCyber SecurityInformation Technology

Responsibilities

Manage and service a designated portfolio of personal lines clients, including auto, home, and umbrella policies
Process renewals, endorsements, cancellations, and billing inquiries accurately and promptly
Provide professional guidance on coverage options and policy recommendations
Serve as the primary liaison between clients and carriers for underwriting, claims, and policy servicing
Maintain accurate client records in the agency management system
Deliver responsive, courteous, and professional customer service
Assist with daily office operations, including greeting visitors, managing mail, and maintaining common areas
Collaborate with colleagues to ensure smooth workflows and optimal client satisfaction

Qualification

Personal lines insuranceMassachusetts Property & Casualty licensePersonal insurance productsCarrier systemsCustomer serviceOrganizational skillsCommunication skillsTeam-oriented

Required

Minimum of 2 years' experience in personal lines insurance account management
Comprehensive knowledge of personal insurance products and carrier systems
Strong organizational skills with exceptional attention to detail
Excellent verbal and written communication abilities
Ability to perform effectively in a fast-paced, team-oriented office environment

Preferred

Massachusetts Property & Casualty license

Benefits

Growth Opportunities: Be part of an expanding agency with clear career advancement potential.
Collaborative Culture: Work in a supportive, team-oriented environment where your contributions matter.
Professional Development: Access continuous training, mentorship, and licensing support.
Competitive Compensation: Receive a competitive salary and performance-based incentives.

Company

Graytitude

twittertwitter
company-logo
Graytitude is a technology consulting company that focuses on the impact of solutions.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Rajeev Jaswal
CEO & Founder
linkedin
leader-logo
Will M.
Chief Operating Officer
linkedin
Company data provided by crunchbase