Inbound Customer Service - Personal Lines

Role overview Serve as a first point of contact for personal insurance clients, handling service questions and policy requests by phone. The work combines customer support, accurate real-time updates, and identifying practical ways to resolve concerns or retain client relationships.

Responsibilities - Handle inbound questions about payments, cancellations, coverage, policy changes, and other service needs. - Navigate multiple systems while listening, researching, typing, and explaining options to clients. - Process policy endorsements, audits, and other requested changes, recording details accurately during calls. - Address concerns, explain alternatives, and identify possible coverage gaps or retention opportunities. - Maintain a calm, professional tone and follow through reliably while working with colleagues.

Requirements - Clear, patient communication and a friendly, professional manner, including during a steady call volume. - Ability to multitask across phone conversations, typing, research, and problem solving. - Attention to detail, accurate documentation, and dependable follow-through. - Proficient typing and comfort with Microsoft Office and learning new systems. - Ability to obtain required state insurance licenses within the first 90 days; support is provided.

Nice to have - Customer service or call center experience and familiarity with insurance concepts. - English and Spanish fluency.

Benefits and work setup Training and licensing support, paid time off, health benefits, a 401(k) with employer matching, commission opportunities, and potential advancement based on performance.