Personal Lines Insurance Client Care Representative- Phone Team
Company shown to members 🔒 · Remote · Location not stated
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First recorded by Psst: 12 October 2026. Your first 3 jobs are free to apply to (the first right away, 2 more with your email). After that, the company and the apply link are for Psst members, from $4.99 for 7 days.
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The 20-second read
- Experience
- 2+ years required
- Where you can live
- Location not stated
- Skills and tools
- excel, documentation, compliance, written communication, time management, customer service
- Time zone
- EST- 5:30
- Job type
- Full-time
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Job details
- Where you can work
- Location not stated
- Employment type
- Full-time
- Advertised pay
- $45K–52K/yr
- Experience
- 2+ years required
- Employer publication date
- 5 February 2020
- First recorded by Psst
- 12 October 2026
- Last checked at the source
- 10 November 2026
About the job
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.
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