Pine View Insurance Group · 2 days ago
Personal Insurance CSR (Customer Service Representative) Private Client Focus
United States
Full-time
Remote
Entry, Mid Level
2+ years expPine View Insurance Group is focused on providing exceptional service in personal insurance solutions. The Private Client CSR plays a key role in servicing high-net-worth individuals by conducting policy reviews, quoting, and ensuring seamless communication between clients and the agency.
Insurance
Responsibilities
Quoting & Policy Reviews
Quote with our carriers and work with underwriters to get proper terms for our client risks
Conduct regular policy reviews to align coverage with evolving client needs
Servicing
Able to process servicing requests / endorsements that are asked of us
Compliance and Documentation:
Ensure compliance with industry regulations and agency standards
Maintain accurate records of client interactions and transactions
Collaboration and Team Support:
Collaborate with internal teams to ensure a seamless client experience
Contribute to the development of marketing strategies to attract high-net-worth clients
Qualification
Required
2+ years of experience in personal insurance, wealth management, or a related field
Experience working with high-net-worth carriers is a must
Excellent interpersonal and communication skills
Proficient in common software tools such as Excel/Google Sheets and Gmail
Detail-oriented with a focus on delivering exceptional client service
Property and Casualty insurance license preferred or required within 90 days of hire
Professional demeanor and discretion in handling sensitive client information
Ability to manage multiple priorities in a fast-paced environment
A proactive, client-focused approach with a commitment to excellence
Benefits
Health, dental, and vision insurance
Retirement plan with employer contributions
Professional development opportunities
Company
Pine View Insurance Group
We’re setting a new standard for the high-net-worth insurance experience.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase