Personal Lines Insurance Client Care Representative- Phone Team

Posted 2025-10-26
Remote, USA Full Time Immediate Start
Advance your Insurance Career with Agency Administrators Job Profile and Description: Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Client Care Representative to join our award-winning team. Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more. We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge. As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience. Position Type: Full- Time Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST Education Required: Current P&C Producer license Experience Required: 2 Years minimum Job Responsibilities: • Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service • Policy Management including: • Processing payments and provide clear and comprehensive explanations to insured's billing questions • Obtain all necessary details to ensure endorsements are processed accurately and efficiently • Generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy • Obtain claim information and transfer to carriers • Document and process policy cancellations properly • Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings within current policy • Address company recommendations with insureds to meet carrier compliance requirements • Maintain up-to-date client files by attaching documentation • Navigate agency management system using proper workflows Skills and Specifications: To excel in this position, the ideal candidate should possess the following qualities: • Self-motivated with a drive to expand their insurance knowledge • Strong organizational, time management, and prioritization skills • Solid work ethic and commitment to delivering exceptional service • Excellent verbal and written communication skills to ensure professional and concise communication • Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport • Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License • Experience with Applied EPIC a plus Salary and Benefits: Pay: $45,000 to $52,000 per year Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available. Apply tot his job Apply To this Job
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