Personal Lines Account Representative

Boynton Insurance Agency
Needham, MA


Proudly serving our community for 100 years!

Personal Lines Insurance Customer Service Representative

Do you enjoy helping customers with their insurance needs?   Do you enjoy guiding customers through their policy options and helping them make appropriate changes as quickly and efficiently as possible?  If so we urge you to apply for a job with our company as a Personal Lines Insurance Customer Service Representative.  We’re looking for a bright, detail oriented, customer service minded individual to join our team.    We’re a family owned and run agency with an established base of customers that grows by the day.

Insurance Customer Service Representative responsibilities and duties

  • Develop positive working relationship with clients.

     
  • Communicate with customers in a positive friendly manner most often by phone

     
  • Provide information about our personal lines homeowners, auto, umbrella and boat insurance products and services

     
  • Keep records of customer interactions and transaction in our company management system

     
  • Review insurance policy changes ensuring changes were made correctly

     
  • Answer customer questions and resolve their problems as they arise.

     
  • Rate insurance quotes and policies.

     
  • Participate in continuing education programs in both insurance and our company management system.

     
  • Determine rate charges for coverages added or subtracted

     
  • Collect payments from customers and pay companies on-line

     
  • Arrange for customer billing options

     
 

Personal Lines Insurance Customer Service Representative qualifications and skills

  • 2+ years’ experience in personal lines insurance service

  • Experience with computer insurance software. AMS360 a plus but will train

  • Pleasant telephone manner

  • Ability to prioritize work & timeliness

  • Work well with team members in an open and informal atmosphere