Personal Lines Insurance Customer Service Representative

This is a fully remote position, open to applicants in Florida.

📋 Description

• Manage incoming calls from customers, addressing their concerns or directing calls to appropriate team members.

• Follow up with customers to confirm that their requests have been fulfilled.

• Handle policy modifications, respond to billing inquiries, issue insurance documents and certificates, and manage service requests via phone, email, or mail.

• Organize, scan, and electronically archive insurance policy documents and customer data.

• Assist with policy audits, data management, and initiatives aimed at customer retention.

• Respond to inquiries from prospects and customers regarding insurance coverage, policy terms, available discounts, pricing, and related information.

• Engage in renewal retention strategies, including audits, surveys, questionnaires, thank-you calls, mailings, and customer care programs.

• Collaborate with management to meet premium, retention, and growth objectives.

• Serve as a brand ambassador for the insurance group during Holman events and throughout the organization.

• Work alongside Account Representatives and customer service personnel, assist new hires, train colleagues on the business operating system, and share best practices.

• Perform administrative duties such as handling incoming and outgoing calls, email correspondence, filing, mail distribution, community and corporate events, carrier communications, and finance/accounting support.

⛳️ Requirements

• A four-year college degree or equivalent experience as determined by department management.

• A Florida 2-20 Property & Casualty License is required; a Florida 20-44 license may be acceptable for the right candidate.

• Candidates must possess an insurance license or be able to take and pass state licensing exams for both Property and Casualty. Licenses must be obtained within 90 days of joining the Holman organization.

• Experience in Property and Casualty insurance is preferred but not mandatory.

• Some flexibility in the work schedule is necessary, including evening and Saturday hours.

• Qualified candidates should be willing to travel within the local NJ and PA markets for meetings, prospecting calls, and networking opportunities.

• Must be highly organized and adept at following up on assigned tasks.

• A strong focus on learning and personal development is essential.

• Must become familiar with and proficient in using the Agency Management System.

• Goal-oriented, self-driven, and comfortable with accountability while also being a team player.

• Ability to build authentic relationships with selected business partners and team members.

• Outgoing personality with the ability to inspire and motivate potential referral sources.

• Excellent writing and communication abilities.

🏝️ Benefits

• Health Insurance

• Vision Insurance

• Dental Insurance

• Life and Disability Insurance

• Flexible Spending and Health Savings Accounts

• Employee Assistance Program

• 401(k) plan with Company Match

• Paid Time Off (PTO)

• Paid Holidays, Bereavement, and Jury Duty

• Paid Pregnancy/Parental leave

• Paid Military Leave

• Tuition Reimbursement