Job Details | Insurance Relief

Job Details

« Back to Search Personal Lines Customer Service Representative
Roseville, CA

Date Posted: March 13, 2019
Job Type: Direct Hire
Job ID: 351397

Job Description

Personal Lines Customer Service Rep.


Are you currently in a personal lines role with a retail agency and looking for your next opportunity to grow?  Our client in Roseville is searching for an independent, self-starter with the ability to get the job done. This position is a CSR role which consists of the sales and service of personal lines insurance products.




  • Solicit, quote and sell all types of personal lines insurance to current and new prospects
  • Manages and provides daily service of personal lines insurance book
  • Works in conjunction with Marketing and Supervisor to achieve sales/production goals    
  • Completes necessary new business applications; orders photographs as needed
  • Maintains computer client files
  • Find cross-selling opportunities for other lines of personal insurance such as mortgage insurance, life insurance and other ancillary lines to existing insureds and new prospects
  • Participate in the training of Account Assistants and other staff



Qualifications and Requirements


  • Active California P&C License required
  • Preferred:  A minimum of three years’ experience as an Account Assistant or related position servicing personal lines business for an agency
  • Technical insurance knowledge including coverage and product knowledge as well as a strong understanding of agency functions and procedures
  • Ability and willingness to work in an environment of constant product and market changes
  • Evidence of the ability to independently organize and prioritize assignments from a number of sources simultaneously
  • Previous working experience with computers; MSWord, Excel is required
  • Applied Systems experience is helpful
  • Demonstrated ability to effectively communicate orally and in writing with individuals at all levels, both within and                 outside the agency
  • Good interpersonal communication, customer service, and time management skills essential



Why Insurance Relief™?
As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers and third party administrators to locate and place the best people for positions ranging from entry level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities.


Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.


Contact us today!, 888-292-4440